Financial Calendar Mastery Program
Build systematic wealth through strategic calendar planning. Learn from seasoned financial advisors who've helped hundreds master tax optimization, investment timing, and cash flow management across economic cycles.
Start Your Journey
What You'll Actually Learn
Six months of practical financial calendar management. Real strategies, real examples, and real results from advisors who've navigated multiple market cycles.
Tax Calendar Optimization
Master the Canadian tax year rhythm. Learn when to realize gains, harvest losses, and time income. We cover RRSP contribution deadlines, TFSA strategies, and capital gains timing across different income brackets.
Investment Cycle Planning
Understand seasonal market patterns and economic reporting schedules. Build your personal investment calendar around earnings seasons, dividend payments, and rebalancing strategies that actually work.
Cash Flow Forecasting
Create monthly and quarterly cash flow maps. Learn to anticipate large expenses, plan for seasonal income variations, and build emergency fund strategies that align with your actual spending patterns.
Estate and Insurance Reviews
Schedule annual reviews of beneficiaries, coverage amounts, and estate documents. We'll show you exactly when and how to evaluate life insurance needs, update wills, and coordinate with family financial changes.
Learn From Experience
Keiran Rothwell
Lead Financial Advisor
Twenty-two years helping Canadians navigate tax seasons, market volatility, and major life transitions. Started as a bank advisor in Winnipeg, now runs a practice managing over 0M in client assets. Has guided clients through three recessions and countless market corrections.
How We Actually Teach This
- Work with your real financial situation, not theoretical examples
- Monthly group calls where we review actual calendar decisions
- Access to templates we use with our own high-net-worth clients
- Case studies from recent client scenarios (anonymized, obviously)
- Direct feedback on your personal financial calendar setup
- Ongoing support through your first full tax year implementation
Your Six-Month Journey
Starting September 2025 — designed to take you through a complete financial calendar cycle with hands-on guidance
Foundation & Assessment
Complete financial calendar audit of your current approach. Build your personalized tax and investment timeline based on your actual income sources, investment accounts, and family situation.
September - October 2025Implementation & Refinement
Execute your first quarterly rebalancing and tax-loss harvesting decisions. Navigate the holiday season cash flow planning and year-end tax strategies with direct instructor support.
November - December 2025Mastery & Independence
Handle your first full tax season using your new calendar system. Complete RRSP contribution optimization and prepare for the next full financial year with confidence and clarity.
January - February 2026Real Results From Real People
These outcomes reflect what participants typically experience when they consistently apply the calendar management principles we teach.
I thought I was pretty organized with money until I took this program. The tax calendar alone saved me thousands in 2024. But honestly, the biggest change was finally feeling like I had control over the timing of financial decisions instead of constantly reacting to deadlines.
Better Tax Timing
Participants typically reduce their annual tax burden through improved contribution timing and strategic income deferral
Reduced Financial Stress
Systematic calendar approach eliminates last-minute scrambling for tax documents and investment decisions
Consistent Investing
Calendar-based rebalancing leads to more disciplined investment behavior and reduced emotional decision-making
September 2025 Enrollment
Limited to 24 participants to ensure personalized attention and meaningful group interaction. Registration opens March 2025.