Our Journey in Financial Education
Since 2018, we've been exploring the fascinating intersection of psychology and personal finance. What started as a small research project in Montreal has grown into a comprehensive platform helping people understand their relationship with money.
The Psychology Behind Spending
Dr. Sarah Chen and Marcus Rodriguez met during a behavioral economics conference in Toronto. Their shared frustration with traditional budgeting advice sparked endless conversations about why smart people make poor financial decisions.
- Initial research on emotional spending patterns
- First pilot workshops with 50 Montreal participants
- Development of the "Budget Mindset Framework"
- Partnership with McGill University's Psychology Department
Expanding Beyond Quebec
Our methods started gaining attention after a CBC documentary featured our work. People across Canada began asking for access to our workshops. We realized we needed to scale our approach while maintaining the personal connection that made our program effective.
- Launch of our first online certification program
- 200+ financial counselors trained in our methodology
- Research published in Journal of Consumer Psychology
- Community partnerships in Vancouver and Halifax
Building Financial Confidence
Today, we focus on practical applications of behavioral finance. Our approach isn't about restricting spending—it's about understanding the psychological triggers that lead to financial stress. We've learned that sustainable change comes from self-awareness, not shame.
- 12,000+ individuals completed our programs
- Research partnership with Bank of Canada
- Mobile app for daily mindset tracking
- Corporate wellness programs in 15+ companies
Looking Ahead
We're developing new tools to help people recognize their financial patterns before they become problems. Our upcoming research focuses on how cultural background influences money attitudes and how we can create more inclusive financial education.
