Financial Calendar Planning Made Clear
We built this program after hearing from too many people who felt overwhelmed by financial timing. Tax deadlines, RRSP contribution windows, investment rebalancing dates – it all piles up fast.
Our six-month structured learning path takes you from scattered sticky notes to a confident system that actually works. Starting September 2025, we're running small cohorts in Bedford so everyone gets proper attention.
Ask About Fall 2025 Program
Next cohort: September 2025
Four Modules, Built in Sequence
Each module builds directly on the previous one. You can't skip ahead because the foundation matters. Most participants finish in 24 weeks, though some take a bit longer.
Module One
Calendar Fundamentals
Before anything else, we map your actual financial obligations. This isn't theoretical – you'll list every deadline that matters to your situation.
- Identify your specific tax windows
- Map Canadian filing deadlines
- Build your baseline calendar
- Set reminder protocols
Module Two
Priority Sequencing
Not all deadlines carry equal weight. You'll learn which dates absolutely cannot move and which ones have flexibility built in.
- Categorize by consequence level
- Understand penalty structures
- Create backup windows
- Design your alert system
Module Three
Integration Systems
Your calendar needs to talk to your actual financial accounts. We show you how to connect things without making it complicated.
- Link account cycles
- Coordinate payment schedules
- Sync contribution timing
- Adjust for life changes
Module Four
Annual Planning Framework
Once your system runs smoothly, we zoom out. You'll build a year-ahead view that accounts for Canadian tax seasons and personal goals.
- Map your full financial year
- Plan quarterly reviews
- Schedule optimization checks
- Maintain system updates
Finding Your Starting Point
People come to us from different places. Some haven't missed a deadline in years but want better organization. Others are recovering from costly mistakes. Here's how we help each situation.
Already Organized But Want Better
Jasper came in with spreadsheets everywhere. He tracked everything but couldn't see patterns. We helped him consolidate into one system that shows what's coming three months out.
Describe Your Current Setup
Starting from Scattered Notes
Eiluned had reminders on her phone, dates in email, and a wall calendar that didn't match anything else. She needed to start from scratch with a clean structure that actually held together.
Talk About Your Situation