Building Financial Literacy Together
We collaborate with educational institutions, community organizations, and financial services across Canada to make investing knowledge accessible. Our partnership approach centers on shared values and genuine commitment to helping Canadians understand their financial options better.
Knowledge First
We believe financial education should be straightforward and honest. No jargon walls, no confusing terminology that keeps people from understanding their options. Just clear explanations that actually help.
Real Collaboration
Our partnerships aren't about logos on websites. We work with organizations that share our commitment to accessible education and are willing to put in the effort to reach communities who need it most.
Local Focus
Canadian financial realities are different. From TFSAs to RRSPs, from Quebec's unique regulatory environment to regional economic variations – we address what matters here, not generic international concepts.
Partnership Team
Stellan Bergquist
Partnership Development
Stellan coordinates with educational institutions and community groups throughout Quebec and Ontario. He spent eight years working in credit union education programs before joining us in early 2024.
Davorin Tomašić
Institutional Relations
Davorin handles relationships with financial institutions and regulatory bodies. His background in compliance and adult education helps bridge the gap between regulatory requirements and accessible teaching methods.
Partnership Questions
Here's what organizations typically want to know about working with us
What does a typical partnership involve?
Most partnerships start with a conversation about your audience and what they need. We might provide curriculum materials, train your staff, co-deliver workshops, or create custom content. The fall 2025 term partnerships were finalized by March, so early contact helps.
Do you charge partner organizations?
We work on a case-by-case basis. Community organizations and educational institutions usually access our materials without fees. Financial institutions and larger corporations typically contribute toward development costs. It depends on the scope and your organizational type.
Can you work with organizations outside Quebec?
Yes, though our primary focus remains Quebec and Ontario. We've worked with partners in British Columbia and Alberta when there's alignment on approach and commitment to bilingual content where needed. Distance isn't usually an obstacle with video conferencing.
What makes a good partnership fit?
Organizations that succeed with our materials share a commitment to accessible education without pressure tactics. If your approach to financial literacy emphasizes understanding over selling products, we're probably compatible. We've ended partnerships that drifted toward aggressive product promotion.
How long does it take to establish a partnership?
Initial conversations usually lead to a pilot program within two to three months. Full integration with custom materials can take four to six months depending on scope. Planning for September 2025 programs ideally starts before June.
What support do partners receive?
You get access to our curriculum library, regular updates as regulations change, and direct contact with our team. We also provide training for your staff who'll be delivering content, and we're available for troubleshooting throughout the partnership.