Building Strategic Partnerships That Actually Work
We're looking at the Canadian financial education landscape in 2025 and seeing something interesting. The old model of isolated service providers is giving way to interconnected networks where everyone brings something different to the table.
Why Partnership Models Are Shifting
Back in 2022, most financial education companies operated in silos. You'd have your curriculum providers, your tech platforms, and your career placement services—all working separately. Fast forward to now, and that approach feels outdated.
What we're seeing instead is a move toward ecosystem thinking. Educational institutions want partners who can integrate smoothly with their existing infrastructure. Technology companies need content specialists who understand the nuances of investment psychology. And career services? They benefit from working with educators who shape mindsets from day one.
Educational Institutions
Colleges and universities across BC and Alberta have been reaching out since late 2024. They need curriculum development support that goes beyond textbook knowledge—something that connects theory to real decision-making patterns.
Technology Platforms
Fintech companies building learning apps or portfolio simulators often have the technical side nailed down. Where they struggle is creating content that resonates with people who are intimidated by investing.
Corporate Training
Organizations offering employee financial wellness programs keep bumping into the same issue. Generic advice doesn't change behavior. What works is content that addresses the psychological barriers people face when managing money.
Who We're Currently Working With
These partnerships started organically—conversations that turned into pilot projects, then into ongoing collaborations. Each one brings a different perspective on how financial mindset education fits into larger systems.
Stellan Bergquist
Nordic Learning Solutions
Stellan's company develops adaptive learning platforms for European markets. When they decided to expand into North America in early 2025, they needed content that aligned with Canadian regulatory contexts and investment approaches. We've been collaborating on modules that adjust complexity based on user responses—turns out behavioral finance concepts translate really well to adaptive algorithms.
Dragan Mihailović
Mountain West Corporate Training
Dragan runs workshops for mid-sized companies throughout Western Canada. His challenge was that employees would attend sessions, nod along, then do nothing different with their retirement accounts. We started working together in fall 2024 to redesign his program around decision-making patterns rather than information delivery. The feedback from his clients has been encouraging—people are actually adjusting their contribution rates and investment choices.
Where This Is All Heading
The Canadian financial education space is getting more crowded, which actually creates opportunities. As more players enter the market, there's increasing demand for specialized expertise that doesn't try to do everything.
We're noticing a trend toward micro-credentials and stackable certifications. Traditional four-year programs are great for some people, but many working professionals need shorter, focused learning paths. That's creating demand for modular content that partners can integrate into various delivery formats.
Another shift happening right now involves AI-assisted learning tools. By late 2025 and into 2026, we expect most platforms will have some form of intelligent tutoring built in. The question is what those systems will teach—and whether they'll address the psychological aspects of investing or just regurgitate technical information.
Partnership Opportunities Opening Up
- Integration with learning management systems that serve community colleges
- Content licensing for mobile apps focused on younger investors (Gen Z and millennials)
- Joint program development with organizations serving newcomers to Canada
- Research collaborations examining how cultural background affects investment decision-making
- White-label curriculum for financial advisors building client education programs
Let's Talk About What Makes Sense
Not every partnership is a good fit, and that's okay. If what we do aligns with where you're headed, reach out and we'll figure out if there's potential there.
Start a Conversation