Financial Clarity Through Event Investment
Building wealth through special occasions requires understanding both timing and opportunity. Our program walks you through real scenarios where event-based investments have created meaningful returns for Canadian families over the past three years.
Start Your Journey
What You'll Actually Learn
We focus on practical skills you can apply within weeks, not theories that sound good but never get used. Each module builds on situations our clients have actually faced — weddings that became investment opportunities, anniversaries that created tax advantages, family gatherings that opened doors to strategic financial planning.
The curriculum starts with basics: recognizing when an event justifies financial attention, understanding the tax implications specific to Canada, and learning how to document decisions properly. Then we move into territory that most programs skip — the messy middle where plans meet reality and you need to adjust quickly.
Your Learning Path
Foundation Building
We start with three case studies from British Columbia families who turned milestone celebrations into strategic financial moments. You'll see the actual numbers, the mistakes they made, and how they recovered.
Strategy Development
Working with real event calendars from 2024, you'll learn how to spot investment windows that others miss. This includes understanding seasonal market patterns that affect event-related spending across Canada.
Implementation Practice
Using simulations based on actual market data, you'll practice making decisions under pressure. We include the emotional component too — because finances and family events both involve feelings people rarely discuss in spreadsheets.
Long-Term Tracking
The final module covers what happens after the event. We show you how past participants tracked their investments over 18 months, including three who encountered unexpected challenges and how they adapted.
Who's Teaching This
Our instructors have spent years working directly with clients on event-based financial planning. They've seen what works in real situations and what sounds good in theory but falls apart in practice.
Siobhan Kerrigan
Lead Instructor
Siobhan worked with over 140 Canadian families between 2022 and 2024, helping them navigate wedding finances, anniversary celebrations, and retirement parties that doubled as strategic planning opportunities. She's particularly good at explaining complex tax situations in ways that actually make sense.
Petra Jovanović
Strategy Specialist
Petra focuses on the timing aspects that most people overlook. She's helped clients identify investment windows around cultural celebrations and family gatherings that created returns averaging between 8% and 15% over two-year periods. Her approach emphasizes patience and careful preparation.
Elspeth Dunbar
Implementation Coach
Elspeth handles the practical side — teaching you how to actually execute plans when you're also dealing with venue bookings, family dynamics, and tight deadlines. She ran her own event planning business before moving into financial education, so she understands both worlds.
Where Graduates Are Now
We tracked participants from our September 2023 cohort to see how their strategies played out over 18 months. Here's what we found — the good, the challenging, and the unexpected.
Wedding Season Planning Success
Amelia from Vancouver applied the curriculum to her daughter's June 2024 wedding. By treating the event as an investment opportunity and following the documentation processes we teach, she identified vendor relationships that led to strategic partnerships. Her family now has investment positions in two local businesses that grew 12% by year-end.
Corporate Event Connections
A participant from Calgary used our networking modules during his company's 25th anniversary celebration. The event brought together clients and vendors, and he recognized opportunities we'd discussed in class. Within four months, he'd restructured his personal portfolio to align with relationships formed that evening. Returns have been modest but consistent.
Long-Term Family Gathering Strategy
The most interesting case came from a participant who planned a family reunion in August 2024. She used our framework to identify investment opportunities within her extended family network. By January 2025, three family members had formed an informal investment group that meets quarterly. They're currently exploring opportunities in commercial real estate near Kelowna.
Market Timing Adjustment
Not every outcome matched expectations. One graduate planned investments around a large charity gala in November 2024, but market conditions shifted unexpectedly. Using the risk management techniques from module three, he adjusted his approach and ultimately broke even rather than facing losses. He credits the program's emphasis on flexible planning with helping him adapt quickly.