Canadian financial literacy · Grades 6–12 · Oakville, Ontario

Money skills that compound.

A 10-week program that teaches teens how money really works — budgeting, saving, investing, the stock market and crypto — in plain language, taught by a CFA charterholder & former CFO.

10 weekly sessionsSmall cohortsWeekly take-home guidesCertificate + capstone
The power of starting young
$20/week → $70k+
Illustrative: $20 CAD saved weekly, invested from the teens, compounding over ~30 years. Time is a teen’s biggest advantage — and lesson one.
10weeks, one topic each
6–12grades welcome
~75minutes per session
CFAcharterholder instructor
Why it matters
School teaches calculus. Not credit scores.

Most students leave high school never having been taught how to budget, what compound interest does, how the stock market works, or how to spot a financial scam. We fix that — with a hands-on program built around the skills they’ll actually use for the rest of their lives.

BudgetingSavingInvestingCreditMarketsCrypto safetyTaxes

What your teen walks away with

  • ✓Confidence with money — from budgeting to building a diversified portfolio.
  • ✓A personal finance handbook — a take-home guide from every session.
  • ✓Real-world judgment — how to avoid debt traps and spot scams.
  • ✓A completion certificate — plus a capstone mock-portfolio project.
Level 1 · Foundations · the 10-week journey
One clear topic every week.

A deliberately cumulative path — each week builds on the last, ending with a real capstone project.

1

Money Mindset & Goals

Needs vs. wants, SMART goals

2

Budgeting & Tracking

The 50/30/20 rule

3

Banking & Saving

Interest & emergency funds

4

Credit & Debt

Cards & credit scores

5

Compound Interest

Time as a superpower

6

Intro to Investing

Risk & diversification

7

The Stock Market

Shares & indexes

8

Funds

Index funds, ETFs & fees

9

Crypto & Digital Assets

Risks & scam safety

10

Putting It Together

Taxes & capstone

The Money Skills Path
Foundations is just the start.

Money Skills Lab is built as a path your teen can climb over several years — each level a complete program in its own right, each one going deeper. Students begin with Foundations and come back as they grow.

Enrolling now
Level 1

Foundations

Grades 6–12 · no prior knowledge needed

The money basics every teen needs — budgeting, saving, credit, compounding, investing, the markets, and a first mock portfolio.

Level 2

Investor

For Foundations grads & older teens

Going deeper — how markets and companies really work, registered accounts (TFSA, RRSP, FHSA), and a portfolio each student actively manages.

Coming soon
Level 3

Launch

Grades 10–12, approaching independence

Money for the real world — first job & paycheque, funding school, a first apartment, building real credit, and life after home.

Coming soon

Foundations graduates get first access — and a loyalty discount — when the next level opens.

What makes us different
More than a class — an advantage.
✦

Taught by a real expert

An MBA, CFA charterholder with 27 years in finance — including CFO experience — not a generic tutor.

★

Weekly take-home guides

A polished 4-page guide after every session. Your teen builds a handbook they’ll keep.

◆

Small cohorts

Capped class sizes for genuine discussion and attention.

✚

30 days of Q&A access

An optional, parent-included group chat for follow-up questions after the course.

✓

Capstone + certificate

Students design a real, diversified mock portfolio and earn a completion certificate.

◈

Built for Canadian families

TFSA, RRSP, the TSX, Canadian credit scores and Canadian taxes (CPP, EI, HST) — real Canadian content, not imported American material.

Money Skills Lab instructor
Your instructor

Decades of real finance — taught in plain language.

Money Skills Lab is led by Shariq Daudi — a CFA charterholder with an MBA in finance and 27 years of global experience, including four years as a company CFO and 20+ years managing a personal investment portfolio. The result: a program with the depth of a professional and the clarity a teenager actually needs.

CFA charterholderMBA, Finance27 years in financeFormer CFO
Pricing & offers
Simple pricing, real value.
Level 1: Foundations · founding cohort
$699 $599 / student

Limited founding-cohort price (regular $699). Includes all 10 sessions, every take-home guide, the capstone, a certificate, and 30 days of Q&A access. Pay by Interac e-transfer or card.

Reserve a seat

Offers

★10% sibling discount — enrol two or more.
★Founding-cohort price — $599 (regular $699), limited spots.
★Refer a friend — you both save when they enrol.
★First-session guarantee — not the right fit? Full refund after week 1.

Give your teen a head start that compounds.

Next cohort forming now in Oakville — enrol to reserve your teen’s spot. Seats are limited.

Questions? hello@moneyskillslab.ca · (289) 815-3180