Our Program:
Become Your Own Financial Advisor

Our “Become Your Own Financial Advisor” program empowers Canadians to build financial literacy and make informed decisions with confidence. This is a tailor-made educational program, not a pre-recorded or one-size-fits-all course. While some content applies broadly, our workshops and mentorship are adapted to the needs of each group, making learning more engaging and practical.

Through a series of interactive modules, participants explore a wide range of financial literacy topics, such as:

  • Personal Finance: Budgeting, saving and debt management

  • Financial Planning: Creating a roadmap for the future

  • Portfolio Management: Learning the principles of constructing and managing an investment portfolio

  • Investment Analysis: Exploring how various investment vehicles work 

  • Retirement & Estate Planning: Preparing for long-term security

  • Tax Literacy: Understanding how taxation impacts financial decisions

  • Real Estate & Mortgages: Navigating homeownership considerations

  • Philanthropy & Giving: Learning how donations and charitable planning work

  • Alternative Investments: Exploring other financial instruments responsibly

Key features of our program:

  • Tailored & Interactive: Customized for different groups, not one-size-fits-all

  • Affordable & Practical: Accessible to everyone, focused on real-world application

  • Continuous Support: Ongoing training and mentorship, not just a one-time session

How to register:

You can register for our program by reaching out through any of the following methods:

  • Phone: Call, text or message us on WhatsApp at 647-637-2714

  • Email: Send an email to telperionlaurmont@gmail.com

  • Online Form: Send us a message through our web form

  • Social Media: Message us via our social media channels

Program fee:

Our program is offered on a donation basis. We do not charge a fixed fee; instead, participants are invited to contribute an amount of their choice. Your donations help us continue our mission of providing accessible financial education to Canadians.

Disclaimer:
This program provides financial education only. We do not provide financial, investment, tax, or legal advice.