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Improve the Financial Wellness of Your Members

For over two decades, we’ve partnered with Associations committed to the financial wellbeing of their members.

In addition to teaching financial basics, we also help their members optimize financial and tax planning opportunities throughout their careers.

We invite you to explore how we can add value to your Association’s membership experience whether your members are employed, self-employed or incorporated.


Our most popular programs include:

  • Pandemic Financial Planning
  • Saving, Investing and Retirement Readiness
  • Maximizing the benefits of being incorporated


Associations we work with:

  • Resident Doctors of BC
  • BC Doctors of Optometry
  • Vancouver Division of Family Practice
  • Richmond Division of Family Practice
  • North Shore Division of Family Practice
  • Chartered Professional Accountants
  • BC Pharmacy Association
  • Continuing Legal Education Society
  • Canadian Sports Institute

Interested in learning more?

Contact us to learn how we can customize a financial education program based on your unique needs.

Prefer to chat on the phone?

604-620-6630

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