How Financial Literacy Builds a Lasting Family Legacy

Preserving a family’s legacy takes more than financial success, it requires preparation, shared understanding, and purpose.

In this Globe and Mail article, George Angelopoulos and Justine Delisle, partners, explain how structured financial education equips entrepreneurial families to navigate wealth and responsibility with confidence. Inspired by real client experiences, we created a customizable 10-module Financial Literacy Program that engages family members of all ages in practical learning, from budgeting and investing to governance, legal structures, and philanthropy.

“Each family member needs to understand that their decisions have an impact.”

If your family is looking to prepare the next generation for leadership and long-term success, we can help you build the right foundation, one that strengthens confidence, alignment, and ensures your legacy endures.