Connect With Fellow Investors
Real conversations. Practical strategies. No fluff or sales pitches. Our gatherings bring together people who want to build better money habits and learn from each other's experiences.
Coming Up in 2026
We keep groups small and focused. Each session tackles specific challenges that actually matter to your financial decisions.
Breaking Down the Retirement Planning Myth
Penticton Community Hall
Most people think retirement planning starts at 50. We'll show you why habits formed in your 30s matter more than you think.
This isn't another lecture about compound interest. Lucia Bergström walks through real scenarios from her decade working with Canadian families who started late and those who started early. The difference? It's not always what you expect.
Reserve Your SpotThe Emergency Fund Workshop
Virtual Session
Three months of expenses saved sounds great until life happens. Let's talk about what actually works.
We'll dig into different approaches based on income stability, family situations, and risk tolerance. Plus, where to keep that money so it's accessible but not tempting.
Join OnlineInvestment Habits That Stick
96 Edmonton Ave, Penticton
Automation sounds boring, but it's the one thing that separates people who invest consistently from those who don't.
We'll set up systems during the session. Bring your laptop, your questions, and maybe your skepticism. By the end, you'll have automatic transfers configured and understand why this matters more than picking the perfect stock.
Sign Me UpSpring Money Mindset Series
Four Saturday mornings. Coffee included. We're gathering a small group to work through the psychological side of money decisions that nobody talks about at financial planning seminars.
- Why smart people make terrible investment choices when emotions run high
- The difference between risk tolerance on paper and real market volatility
- How to talk about money with partners who have completely different spending philosophies
- Building habits that work with your personality, not against it
Starts March 8, 2026. Runs through March 29. Limited to twelve participants because these conversations need space to breathe.
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What We've Been Up To
Looking back helps us plan forward. Here's what happened when we got together last year to tackle real money challenges.
October 14, 2025
Portfolio Review Reality Check
Eighteen people brought their actual portfolios. No judgment, just honest feedback. We found duplicated fees, unnecessary complexity, and a few surprisingly solid strategies. The conversations afterward went until the venue kicked us out.
18 participants
November 9, 2025
The Budget That Doesn't Suck
Traditional budgeting fails most people. We explored flexible frameworks that account for irregular income and unexpected expenses without making you feel guilty about buying coffee.
22 participants
December 3, 2025
Year-End Tax Moves
Last-minute RRSP contributions? Charitable giving strategies? We covered what actually moves the needle before December 31st. Plus common mistakes that cost people money every single year.
15 participants
Lucia Bergström
Investment Education Coordinator
Lucia spent eleven years at a major bank before realizing most financial advice skips the hardest part—changing behavior. She left to focus on the psychology of money decisions and building systems that work for normal humans with messy lives.
Her specialty? Helping people who know what they should do but can't seem to actually do it. Because knowledge without action just creates expensive guilt.