Free Workshop Series
You don't have a knowledge problem.
You have a confidence problem.
Most Canadians know they should be investing. The hesitation isn’t a lack of intelligence; it’s a relationship with money that was never properly addressed. That’s exactly what this series is designed to fix.
This is for you if...
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✔️  You know you should be investing but keep putting it off because it feels overwhelming
✔️  You’ve Googled “how to invest in Canada” and ended up more confused than when you started
✔️  You’re not sure if you’re using the right accounts — or if you’ve already made a mistake you don’t know about
✔️  Market volatility makes you anxious and you’ve made decisions you later regretted
✔️  You feel like everyone else already knows this and you somehow missed the memo
✔️  You want straight answers — not a sales pitch disguised as education
Free Investment Seminar Series.
4 sessions. One Complete foundation.
Each session stands alone - attend one or all four. They build naturally, but you can join at any point.
Attend live for free or purchase the replay for $15.00
Investing Basics in Canada
May 13, 2026 | 5 - 6 pm MSTÂ
Remove intimidation. Understand what investing actually is.
Topics Covered:
- What investing really means
- Saving vs. Investing
- Cash, bonds, and equities
- Why markets move
- Risk and time horizon
Investing is not gambling. It is participation in the global economy.
 Start here if the whole topic feels foreign. By the end of 30 minutes, the language of investing will make sense in a way it probably never has.
Register for Session 1Where Should Your Investments Go?
May 20, 2026 | 5 - 6 pm MSTÂ
The account you choose matters as much as the investments inside it.
Topics Covered:
- TFSA, RRSP and FHSA
- Non-registered accounts
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- The most common account mistakes
- How contribute room works
The account you choose matters just as much as the investments.
Most Canadians are in the wrong account, not because they're careless, but because nobody explained it properly. This session fixes that.
Register for Session 2How to Build a Simple Portfolio
May 27, 2026 | 5 - 6 pm MSTÂ
Remove the complexity. Build something that actually works.
Topics Covered:
- Diversification explained simply
- Asset allocation
- Index investing
- Understanding risk tolerance
- Why simplicity often wins
A simple portfolio often outperforms complicated strategies.
The investing world wants you to think this is complicated. It isn't. This session gives you a framework you can build and maintain without needing to be an expert.
Register for Session 3Staying Calm When Markets Move
June 3, 2026 | 5 - 6 pm MSTÂ
The session most financial education never gets to. The one that makes everything else work.
Topics Covered:
- What market volatility actually means
- Why smart people panic sell
- Common emotional investing mistakes
- Behaviour and long-term returns
- Financial psychology in practice
Your behaviour matters more than your investment selection.
You can know everything about investing and still undermine it in one bad week. This is where Lori's background in financial psychology makes the difference.Â
Register for Session 4Meet Lori.
Lori is a fee-only financial planner who blends traditional financial planning with financial psychology. Most financial advice skips the part that matters most, the money story you grew up with, the fear of making the wrong move, the freeze response when the numbers feel overwhelming.
Lori works with everyday Canadians to untangle what's really going on beneath the surface, then builds clarity and plans that are actually doable in real life.
I don't have enough money to start investing.
This series isn’t about how much you have, it’s about understanding how investing works so that when you’re ready, you do it right. Many Canadians start with very little. Understanding the principles is the first step, regardless of your starting point.
I already have a financial advisor - do I need this?
Understanding your own money means you can have better conversations with your advisor, ask better questions, and make more informed decisions. An educated client is always better off than one who delegates everything and hopes for the best.
Is this just going to be a sales pitch for financial products?
No. Lori is an advice-only advisor, she earns no commissions and has nothing to sell you. These sessions exist purely to educate. If that ever changes, you should leave.
I’ve tried to learn this before and it didn’t stick.
That’s almost certainly because it was taught as information rather than understanding. Lori’s approach addresses both, what to know and why it matters emotionally. That combination is what makes it stick.
The best time to understand this was years ago.
The second-best time is NOW.
Every session is free to attend live. Thirty minutes PLUS time to ask the Expert.
No jargon. No pressure. Just the clarity that most Canadians spend years looking for.
Investing Basics in Canada
May 13 | 5 pm MST
Where Should Your Investments Go
May 20 | 5 pm MST
How to Build a Simple Portfolio
May 27 | 5 pm MST
Staying Calm When Markets Move
June 3 | 5 pm MST
