Financial education designed for real business growth and sustainable innovation
Financial education designed for real business growth and sustainable innovation
We've designed this program for business owners who need practical financial frameworks without the academic fluff. Six months of focused learning that addresses real challenges you're facing right now—from cash flow optimization to strategic investment planning.
Most financial programs teach theory. We focus on application. This curriculum emerged from working with over 200 businesses across Canada—each session addresses scenarios you'll actually encounter.
Starting March 2026, participants work through modules designed for immediate implementation. You won't wait months to apply what you learn.
Three phases that build on each other. Each focuses on specific capabilities that compound over time.
Most businesses have data but lack insight. We start by building frameworks that turn numbers into actionable intelligence.
Once you understand your current position, we develop planning capabilities that support informed decision-making about growth and investment.
The final phase focuses on sophisticated strategies—financing structures, tax efficiency, and long-term wealth building approaches.
We've structured the program around weekly cycles that fit into demanding schedules. Here's what typical progression looks like.
You'll establish core financial management practices. This involves setting up tracking systems, learning analysis methodologies, and developing reporting routines that actually get used.
Building on your foundation, you'll develop planning capabilities. This phase involves creating forecasts, modeling different scenarios, and learning to evaluate opportunities systematically.
The final phase focuses on sophisticated strategies tailored to your specific situation. Participants develop comprehensive plans addressing their unique business contexts and goals.
Running a business doesn't leave much time for theoretical exercises. We've designed every component around practical application you can complete during normal business hours.
Sessions happen Tuesday evenings for 90 minutes. Recording are available, but live participation helps because you'll work through problems together. Between sessions, assignments take about 2-3 hours and directly relate to your business.
You'll work with your actual financial information throughout the program. Confidentiality protocols ensure privacy while allowing meaningful feedback.
Small group discussions with other business owners facing similar challenges. These sessions often provide unexpected insights.
Monthly one-on-one consultations address your specific questions and challenges. These aren't sales calls—they're working sessions.
We're accepting applications for the upcoming session. Limited to 15 participants.
Application process involves a brief phone conversation to ensure the program matches your current needs and business stage. We'll discuss your goals, review the curriculum in detail, and answer specific questions about how this applies to your situation.
Once accepted, you'll receive preparation materials two weeks before the first session. This includes setup instructions for tracking systems and initial assignments that establish your baseline.