Wealth 101

When our advisors work with clients one concern they hear frequently is “how can I teach my kids to have good financial habits?”.

It’s an excellent question. The earlier that children, teenagers and young adults begin to understand the basics of personal finance the better prepared and situated for success they will be.

The Wealth 101 Video Series consists of eleven short videos that focus on developing your financial education. It will guide you through the fundamentals of personal finance and wealth management. These key concepts and principles will provide you with tools to develop sound financial habits that will aid you in building a strong financial future.

The videos are targeted towards teenagers and young adults, but anyone with a desire to refresh their understanding of personal finance topics would get value from the program. Once you sign up you will receive one email every week for the next 11 weeks with a different wealth 101 video each focusing on key concepts of financial literacy.


  • Budgeting
  • Compound Interest
  • Good Debt vs Bad Debt
  • RRSPs and TFSAs
  • Investment Basics
  • The Emotions of Finance
  • Diversification
  • Credit Score
  • Mortgages
  • Income Tax
  • Making an Impact

To register for the Wealth 101 program simply fill out the form below and you will begin receiving these resources.

Schedule an assessment with our team of experts