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Work BC Goal Setting: Financial Literacy

December 1, 2022 | Online

Are you interested in financial planning and how to make the most of your money in 2023? Meet guest speaker, Mike Reilly, from Gaining Altitude Financial to learn about the four cornerstones of financial planning including liquidity, living benefits, retirement planning and death/estate planning. Additionally, discover how mutual funds can come together to generate the right wealth building allocation for you! At the end of the session, you will have an opportunity to ask additional financial questions.

Financial Literacy Workshop for Newcomers to Canada

March 24, 2023 | Calgary

If you’re new to Canada or know someone who is, please join us for a one day Financial Literacy Workshop to help you learn some useful tips about the Canadian financial system. Many newcomers find it challenging to settle down because they don’t have the right resources and information to get their financial life started in Canada.


May 31 – June 2, 2023 | Quebec

FEI Canada’s conference, although virtual this year, is still the event of the year for all senior financial executives and an event not to be missed. Extremely popular and very well attended by everyone in the industry, this virtual conference is your resource for staying ahead of current trends while remaining focused on the future of the financial industry. It is the best opportunity to network with your peers and earn 12 CPD credits.

Steps to Financial Confidence

September 23, 2023 | Mississauga

Learn how to be financially ready for unexpected events, how to protect your income, planning for the present and the future, building wealth with confidence, and much more! In this interactive session you will receive resources and tools to help you move forward towards your goals with confidence.

5 Steps to Boost Your Financial Health

October 3, 2023 | Kitchener, ON

Do finances stress you out? You’re not alone! You’re invited to attend a seminar on the 5 steps to boost your financial health on Oct 3, 2023 at 12:00PM. Learn how to assess your current situation, create goals, make a budget and keep your finances healthy. We will have snacks!

Mastering Money Conference 2023

November 23-24, 2023 | Calgary

The Mastering Money Conference, Canada’s top financial literacy event of the year, will take place on November 23-24, 2023, in Calgary. Join this in-person, two-day event featuring discussions, presentations, and panels made up of industry professionals and financial experts. Life-changing advice, live Q&As, detailed presentations and more will all be offered at this can’t-miss event!

Financial Freedom

December 26, 2023 | Surrey, BC

Money matters can take a toll on your happiness. Explore the intersection of financial health and emotional well-being, and learn how achieving financial freedom can lead to a happier, more fulfilling life. Regain your peace of mind and security.

Financial Literacy for Beginners – Build Your Financial Skills

March 2, 2024 | Mississauga

The seminar is structured into six informative sessions aimed at enhancing your understanding of personal finance. The first session provides an insightful introduction to personal finance and its vital significance in our lives. It delves into the fundamental components of personal finance, including budgeting, saving, investing, and managing debt. You’ll learn the step-by-step process of creating a basic budget, covering topics such as calculating income, categorizing expenses, setting financial goals, and allocating funds effectively.