Our Programs
Three Paths to
Financial Clarity
Each Tundra Wisdom program addresses a specific area of adult financial life — designed to build understanding progressively, session by session.
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Our Educational Approach
Every program at Tundra Wisdom follows a build-as-you-go model. Early sessions establish foundational vocabulary; later sessions apply that vocabulary to increasingly specific decisions and circumstances. Participants who complete a full program find they're able to engage with their financial life in a meaningfully different way — not because we've told them what to do, but because we've helped them understand what they're looking at.
Foundation First
Every term introduced is explained clearly. No assumed knowledge; every participant starts from the same baseline.
Discussion-Driven
Sessions use real-world scenarios and participant questions to drive the conversation — not a fixed lecture script.
Applied Understanding
Each session ends with a practical takeaway — something you can act on, review, or bring to a professional conversation.
Budgeting for Life Transitions
Divorce, the death of a spouse, a career shift, early retirement — these transitions share something in common: they require rebuilding a financial picture from scratch, often while navigating significant emotional weight. This two-session intensive is designed for exactly that situation.
We cover practical budgeting techniques suited to a changed income or household structure, how to evaluate and adjust recurring expenses, and how to establish or rebuild an emergency fund. Delivered with discretion and care.
What's Included
- Customizable budgeting template (digital)
- Emergency fund strategy framework
- Expense review checklist
- 30-day follow-up check-in call
- In-person or video call participation
Session Outline
Rebuilding the Picture
Understanding your current income, expenses, and obligations. Identifying what has changed and what needs to change.
Establishing a Forward Plan
Setting realistic short-term financial goals, building a working budget, and creating a safety net. Q&A and template walkthrough.
Session Outline
The Canadian Investment Landscape
Overview of account types; why Canadians have specific options and what governs them.
Registered Accounts in Depth
RRSP, TFSA, RESP — contribution limits, withdrawal rules, and strategic considerations.
Investment Vehicles Explained
Mutual funds, ETFs, and GICs — what they are, how they behave, and how to compare them.
Putting It Together
Guided comparison exercises, vocabulary review, and participant questions.
Understanding Investment Accounts
The Canadian investment landscape has a distinct architecture — registered accounts, contribution limits, and tax implications that differ meaningfully from those in other countries. For adults who want to engage more thoughtfully with their savings, understanding this architecture is the essential starting point.
This four-session series walks through each account type and investment vehicle without jargon. The emphasis is on comprehension and comfort — leaving participants able to read their statements, ask their advisors better questions, and compare options with confidence.
What's Included
- Four 90-minute sessions
- Account comparison reference guides (digital)
- Glossary of key investment terms
- Guided exercises between sessions
- Small group discussion — max 10 participants
Estate & Legacy Planning Fundamentals
Estate preparation tends to sit on the to-do list for years — not because people don't care, but because the topic can feel overwhelming or emotionally charged. This program approaches it differently: at a comfortable pace, in a small group of eight or fewer, and with a focus on the non-legal aspects that participants can act on directly.
We cover document organization, how to understand and update beneficiary designations, how to communicate wishes to family members, and how to evaluate whether current insurance coverage reflects your situation. This is not a legal service — it's the educational preparation that makes those legal conversations far more productive.
What's Included
- Six guided sessions
- Comprehensive guided workbook
- Digital organizer toolkit
- Beneficiary designation review framework
- Maximum 8 participants for a close-knit setting
Session Outline
What Is an Estate — and Why It Matters
Organizing Your Documents
Beneficiary Designations Explained
Communicating Your Wishes
Insurance Coverage Review
Preparing for Professional Conversations
Compare Programs
Which Program Is Right for You?
Use this overview to understand how the programs differ, and which aligns with where you are right now.
| Feature | Budgeting | Investments | Estate Planning |
|---|---|---|---|
| Sessions | 2 | 4 | 6 |
| Price (CAD) | $205 | $420 | $875 |
| Max group size | Individual/small | 10 | 8 |
| Video call option | — | — | |
| Digital materials | |||
| 30-day follow-up call | — | — | |
| Best suited for | Life changes & transitions | Building investment literacy | Estate preparation |
Best for
Recent life change or new financial reality
Best for
Understanding your savings and investment options
Best for
Preparing for estate and legacy decisions
Standards Across All Programs
Full Confidentiality
No participant information shared externally
Annually Reviewed Curriculum
Content updated to reflect current regulations
No Product Referrals
Education only — no commissions or tied advice
Accessible Delivery
Wheelchair accessible location and remote options
Investment Summary
Program Fees
All prices are in Canadian dollars. Fees include all materials — no additional purchases needed.
Program 01
Budgeting for Life Transitions
$205
CAD · 2 Sessions
- Digital budgeting template
- Emergency fund strategy
- 30-day follow-up call
- In-person or video call
Program 02 · Most Popular
Understanding Investment Accounts
$420
CAD · 4 Sessions · Max 10
- Account comparison guides
- Investment terminology glossary
- Guided exercises
- Small group setting
Program 03
Estate & Legacy Planning Fundamentals
$875
CAD · 6 Sessions · Max 8
- Guided workbook
- Digital organizer toolkit
- Intimate group of max 8
- Comprehensive session arc
Next Steps
Not Sure Which Program Fits?
Get in touch and describe where you are. We'll help you understand which program makes the most sense for your situation — with no obligation to register.
Contact Tundra Wisdom