Learn from Financial Leaders Who've Been There
Our mentorship approach connects you directly with seasoned professionals who bring real-world experience from Canada's financial sector. No theoretical fluff—just practical wisdom from people who've navigated actual market challenges.
Meet Your Financial Mentors
Each instructor brings a unique perspective shaped by years of hands-on experience in different areas of finance. They've made mistakes, learned from them, and now share those insights to help you avoid similar pitfalls.
Marlena Kosinski
Started as a junior analyst at a mid-sized consulting firm in Toronto, eventually leading restructuring projects worth over 0M. Marlena specializes in helping businesses understand cash flow patterns and making sense of complex financial decisions. She has this knack for explaining complicated concepts through real examples from her 15 years in the field.
Benedict Thorne
Benedict worked his way up through various roles at pension funds and investment management firms across Western Canada. His approach focuses on understanding market psychology and risk assessment. What sets him apart is his ability to break down investment principles using stories from his 18 years of managing portfolios during both bull and bear markets.
Sienna Caldwell
After witnessing several market downturns firsthand while working at regional banks, Sienna developed expertise in identifying and mitigating financial risks before they become problems. She brings 14 years of experience helping organizations prepare for uncertainty and teaches practical frameworks that actually work in volatile situations.
Rosalie Brennan
Rosalie has spent the last 12 years helping small and medium businesses in Quebec develop sustainable financial strategies. Her background includes working with family-owned companies and startups, giving her insight into the unique challenges faced by growing businesses. She focuses on practical planning techniques that can adapt as circumstances change.
Real Experience, Real Results
Our mentors have collectively weathered multiple economic cycles, guided hundreds of professionals through career transitions, and helped businesses navigate everything from rapid growth to challenging restructurings. This isn't academic theory—it's knowledge earned through actual practice.
How Our Mentorship Actually Works
We've found that the best learning happens when you can connect new concepts to real situations. That's why our approach emphasizes practical application over textbook knowledge.
Diagnostic Assessment
Before diving into any curriculum, we spend time understanding your current situation, career goals, and specific challenges. This isn't a standardized test—it's a conversation that helps us tailor the experience to what you actually need.
- One-on-one consultation with your assigned mentor
- Skills gap analysis based on your career objectives
- Customized learning pathway development
- Regular check-ins to adjust approach as needed
Case-Based Learning
Instead of working through generic examples, you'll analyze real situations our mentors have encountered. This includes both successes and failures, because understanding what doesn't work is often just as valuable as knowing what does.
- Actual case studies from Canadian businesses
- Analysis of decision-making processes and outcomes
- Discussion of alternative approaches and their trade-offs
- Application exercises using scenarios relevant to your industry
Practical Application
Learning sticks when you can immediately apply it to your own work. Our mentors help you identify opportunities within your current role or projects where you can practice new skills in a low-risk environment.
- Guided implementation of concepts in your workplace
- Regular feedback sessions on real-world applications
- Problem-solving support for actual challenges you face
- Development of personal frameworks and decision-making tools