Learn From Industry Veterans
Our financial planning program connects you directly with seasoned professionals who've guided thousands through successful calendar-based financial strategies since 2019.
Three Decades of Combined Experience
Each instructor brings real-world experience from major financial institutions, boutique planning firms, and successful independent practice. They've weathered market cycles, guided families through financial transitions, and developed the calendar planning methodologies you'll learn.
Garrison Fletcher
Lead Financial Calendar Strategist
Garrison spent twelve years at RBC before founding his independent practice in 2018. His calendar-based approach helped over 400 families reorganize their financial lives. He developed our core methodology after noticing clients struggled most with timing their financial decisions.
Calendar Strategy Framework
Tessa Northbridge
Investment Timing Specialist
After eight years managing portfolios at TD Asset Management, Tessa discovered that successful investing isn't just about picking securities—it's about timing life events around market realities. Her systematic approach transforms abstract concepts into practical monthly action plans.
Market Timing & Life Events
Marcus Krensky
Personal Finance Systems Designer
Marcus built his reputation creating financial systems for small business owners who couldn't afford traditional wealth management services. His DIY calendar planning tools have been refined through seven years of client feedback and real-world testing.
Systems & ImplementationTeaching Philosophy: Practice Over Theory
We believe financial planning education fails when it focuses on textbook scenarios instead of real situations. Our instructors teach the same methods they use with paying clients—no academic theories, just proven techniques.
Case Study Learning
Every concept is taught through real client situations our instructors have handled. You'll see exactly how calendar planning solved actual problems, including the mistakes and course corrections along the way.
Build While Learning
Instead of homework assignments, you'll build your own financial calendar system week by week. By graduation, you'll have a complete, personalized planning framework ready to implement immediately.
Direct Feedback Loop
Our instructors review your work the same way they'd evaluate plans for their own clients. You'll receive specific, actionable feedback that helps you think like a professional planner.
Industry Connections
Each instructor maintains active relationships with financial professionals across Canada. Strong graduates often receive introductions to potential mentors, employers, or collaborative partners.
Your Nine-Month Learning Journey
Our expert-guided program follows a carefully structured progression that mirrors how professional planners actually develop their skills—from foundational concepts through advanced client management.
Foundation & Assessment
Months 1-2 | September - October 2025Begin with diagnostic assessments that reveal your current financial knowledge gaps. Garrison introduces calendar planning fundamentals through interactive workshops where you'll analyze real case studies and begin building your personal planning framework.
Strategy Development
Months 3-5 | November 2025 - January 2026Tessa guides you through investment timing strategies while Marcus introduces systematic approaches to expense planning and income optimization. You'll work with real market data and develop your first complete annual financial calendar.
Implementation & Mastery
Months 6-9 | February - June 2026Put your knowledge into practice through supervised planning sessions where you'll help fellow students refine their financial calendars. Our instructors provide intensive feedback as you develop the confidence to make complex financial recommendations.