Partnership Opportunities
Join us in building stronger financial futures through collaborative investment education programs designed for lasting impact.
Start Partnership DiscussionBuilding Educational Bridges
We work alongside educational institutions, community organizations, and professional groups to expand access to practical investment literacy. Our partnerships aren't just about sharing resources — they're about creating sustainable programs that serve real needs in communities across Canada.
- Curriculum development and adaptation support
- Instructor training and ongoing professional development
- Resource sharing and collaborative content creation
- Program evaluation and continuous improvement
- Community outreach and engagement strategies
Our Partnership Network
Marcus Beaumont
Community College Liaison
Coordinates integration of investment literacy modules into existing business programs, helping students build practical financial skills alongside their core curriculum.
Devon Castellano
Corporate Training Coordinator
Develops customized financial education workshops for employee development programs, focusing on retirement planning and investment fundamentals.
Finn Kovalenko
Community Outreach Specialist
Builds relationships with local organizations and professional associations to create accessible investment education opportunities for diverse communities.
Collaborative Excellence
Every partnership begins with understanding your specific goals and the unique needs of the communities you serve.
We've learned that successful educational partnerships require more than good intentions. They need careful planning, realistic timelines, and ongoing support systems that work for everyone involved.
Our approach starts with listening. What are your students or participants actually struggling with when it comes to investment decisions? What resources do you already have, and where are the gaps? How can we design something together that fits naturally into your existing programs?
We typically spend 2-3 months in the planning phase, then launch pilot programs in late 2025 or early 2026. This gives us time to test, adjust, and refine before full implementation.
Explore Our ProgramsPartnership Framework
- Needs assessment and goal alignment
- Collaborative curriculum design
- Pilot program development and testing
- Instructor support and training
- Resource development and sharing
- Program evaluation and refinement
- Long-term sustainability planning