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Courses & Workshops

Practical financial skills, taught in
plain language and without judgment.

Money can feel complicated, especially when no one has shown you how the systems work. My courses help individuals, entrepreneurs, and community groups build financial knowledge and confidence, with practical examples and tools to use afterward.

Questions are welcome. You don’t need to be good at math or have your finances figured out to get started.

Explore The Workshops

tax-workshop-oldham-admin

Upcoming Workshop

Hey Iqaluit! Join me for an in-person Tax Ready Workshop where you’ll learn how to feel more confident about filing your taxes, understand the deductions and credits available to you, and get organized with practical tools to make next tax season feel more manageable.
When: Thursday, November 19, 6:30–8:30 p.m
Where: Makerspace Iqaluit (1412 Sikituuq Ct, Iqaluit, NU X0A 0A1)

Secure Your Spot

Budgeting for
Everyday Life

Build a clearer picture of your money and a flexible plan that reflects your needs, priorities, and circumstances.

Topics include:

  • Understanding your paycheque and take-home pay
  • Organizing income, bills, and everyday spending
  • Planning for irregular expenses and setting savings goals
  • Understanding credit cards, borrowing, and interest
  • Adjusting your budget when circumstances change
The focus is on making informed choices and finding manageable next steps, with respect for the reality that a budget cannot fix an income shortfall.

Tax
Ready

Feel more prepared for tax season by understanding what to gather, what to ask, and how filing fits into your financial life.

Topics include:

  • Understanding the basics of a Canadian income tax return
  • Gathering tax slips, receipts, and supporting documents
  • Learning the difference between deductions and tax credits
  • Understanding benefits and credits connected to filing
  • Exploring northern residents deductions and the records they require
  • Preparing to file independently or work with a tax preparer
Leave with a practical checklist to help make tax season more manageable.

Bookkeeping for Entrepreneurs & Sole Proprietors

Learn how to keep useful business records, understand your numbers, and prepare for tax time.

Designed for people starting or running a small business, this course covers:

  • Separating business and personal finances
  • Tracking income, expenses, and receipts
  • Understanding owner withdrawals and setting money aside for taxes
  • Getting familiar with GST/HST responsibilities
  • Choosing bookkeeping tools and building a manageable routine
  • Reading basic financial reports
  • Using your numbers to explore pricing, costs, and growth
The goal is to help you understand your responsibilities, manage everyday bookkeeping, and recognize when professional support would be helpful.

Bring a workshop to your group

Interested in financial education for your staff, community group, or organization? Get in touch to discuss the topics, format, and accessibility needs that would best support your participants.

Course dates, registration details, and pricing will be shared with each offering. Group workshops are quoted separately based on scope and delivery needs.

Ask about a course or workshop!

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