Financial Literacy for Kids
"What every pre-teen needs to know about Money"
Starting you off right in life requires a lot of patience, guidance, and knowledge about what you should be learning and from whom, especially when it comes to money. As you go through school, focused on learning the basics like reading, writing, arithmetic, science, and other topics, very little time is typically taken by the education system to teach you about financial literacy. We aim to make learning about the topic of money both fun and memorable for all kids.
What you will Learn
In this course, we will teach kids from grade schools 1-6, the basic foundational concepts of money, the value of a dollar, compound vs. simple interest, how to manage the little that you may have, and how to plan for a rainy day or a big want. Habits learned to age 12 will be carried forward for a lifetime.
With a 95% financial failure rate by age 65, most people clearly do not learn the secrets of money at an early enough age. With degrees in economics and finance, and loads of financial experience since 1992, I will be guiding kids to financial literacy. It's never too late to learn. Just make sure you log into your account each year and review these lessons!
As a graduate of the University of Calgary, I possess degrees in both Economics (micro & macro) and Commerce (specializing in Finance and Management Science.)
I began a financial planning career in 1992 and served hundreds of clients over the next 5 years. I moved on to the private equity markets where, as VP Finance, I successfully helped raise venture capital for a very unique sports-related training device. Since 1998, I have run several businesses in marketing, branding, fitness, and multimedia.
In 2011, I returned to the private equity markets and now coach clients on the fundamentals of money, wealth creation, demographics, wealth cycles, currencies, commodities, small business development, estate planning, asset protection, and income diversification.
As a Wealth, Health, and Business Development coach, I endeavor to educate my clients in the two fundamental areas of Wealth and Health, with a focus on business development in many areas.
Once educated on the fundamentals of the due diligence process, I help clients create and manage wealth, and protect it from the ravages of inflation, taxes, and the volatile nature of the financial markets.
I am a strong advocate of optimal health and I am proud to use my extensive fitness industry experience to promote the national “90 Day Challenge” platform to foster better dietary and exercise habits for my clients, their families, and their fellow employees.
For businesses, I also seek out new projects; perform detailed needs analysis regarding my client's media marketing strategy; and design multimedia video & TV-ready presentations to help my clients put their best faces forward.
I utilize a variety of publications & social media platforms to showcase unique businesses. In developing a cohesive marketing and branding strategy, I help clients enhance their brand recognition, and boost sales possibilities through enhanced product & service education.