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fraserinisww Insights
fraserinisww Insights financial education

Financial Education · British Columbia

Understanding Your Money
at Every Stage of Life

fraserinisww Insights offers practical financial workshops for adults 40 and older — on Canadian pensions, saving habits, and building lasting financial confidence. No prior knowledge needed.

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Our Programs

Three Programs, One Clear Purpose

Each workshop is designed to be approachable, practical, and grounded in the financial realities Canadians actually face.

Navigating Canadian Pensions workshop

Navigating Canadian Pensions

A 2-session workshop covering CPP, OAS, and Guaranteed Income Supplement in clear, everyday language. Understand eligibility, timing, and how benefits work together.

  • Personalized timeline worksheet
  • Early vs. deferred benefits comparison
  • In-person or video call options
  • Designed for adults 50+
CAD $175 Enquire
Building a Savings Habit After 40

Building a Savings Habit After 40

A 4-week program combining short instruction, group discussion, and hands-on exercises to build consistent saving patterns — even with a modest or variable income.

  • 75-minute weekly sessions
  • Automated savings techniques
  • Personal workbook included
  • Small group, max 10 participants
CAD $340 Enquire
Women's Financial Empowerment Series

Women's Financial Empowerment Series

A 10-session program for women over 40 covering budgeting, investment literacy, credit, and long-term planning — in a supportive, women-only setting with guest speakers.

  • Guest financial planner & notary
  • Comprehensive resource binder
  • Private online peer forum
  • Groups of 8–12 participants
CAD $950 Enquire

Why fraserinisww Insights

Education That Fits Where You Are

Our programs are built around the actual questions adults face — not abstract theory or high-pressure sales.

Small, Focused Groups

Workshops are kept intentionally small so every participant can ask questions, share their situation, and feel heard.

Rooted in Canadian Reality

Every session covers programs, regulations, and financial structures specific to Canada — not generic advice adapted from elsewhere.

Respectful, Unhurried Tone

We believe financial education should never feel pressured or intimidating. Our facilitators adapt to each group's pace and comfort level.

In-Person & Online Options

Attend at our Burnaby location or join via video call — whichever works for your schedule and circumstances.

Practical Take-Home Materials

Worksheets, comparison guides, and resource binders mean participants leave with tools they can actually use, not just notes.

No Hidden Agenda

fraserinisww Insights is an education-first organization. We do not sell financial products or collect referral fees — only share knowledge.

Take the Next Step

Ready to Feel More Confident About Your Finances?

Reach out to ask about upcoming sessions, group sizes, or which program might suit your situation. There's no obligation in asking.

Common Questions

Things People Often Ask

Who are these programs designed for?
Our programs are designed for adults aged 40 and older who are thinking seriously about their financial future. No background in finance is needed or assumed — we start from where you are.
Are sessions available outside of Burnaby?
Yes. The Navigating Canadian Pensions workshop is available both in-person at our Burnaby office and via video call. Other programs also offer online attendance options — please ask when you reach out.
How large are the groups?
We keep sessions small on purpose. The savings program is limited to 10 participants; the Women's Financial Empowerment Series runs in groups of 8 to 12. This allows for real conversation rather than a lecture format.
What do I need to bring or prepare beforehand?
Nothing complicated. If you have a general sense of your income sources or any pension correspondence you've received, it can be helpful to bring — but we'll walk through everything step by step regardless.
How is this different from speaking with a financial advisor?
Financial advisors offer personalized recommendations and often sell products. fraserinisww Insights focuses on financial literacy — giving you the knowledge to understand your options and have more informed conversations with any advisor or institution you choose.
When do new sessions start?
We run programs throughout the year. The best way to find out about upcoming dates is to get in touch directly — we'll let you know what's available and help you decide which program fits your situation.
What is your refund or cancellation policy?
We handle each situation with flexibility. If your circumstances change before a program begins, please contact us and we'll work with you on a transfer to a later session or an appropriate arrangement.

Visit Us

Our Burnaby Location

4710 Kingsway, Suite 205, Burnaby, BC V5H 4M2

Contact

Get in Touch

Contact Details

Address

4710 Kingsway, Suite 205
Burnaby, BC V5H 4M2

Office Hours

Monday – Friday: 9:00 AM – 5:30 PM
Saturday: 10:00 AM – 2:00 PM
Sunday: Closed

"We're here to answer questions, not to sell anything. If you're unsure which program suits you, just reach out — we'll have a straightforward conversation."

— fraserinisww Insights Team

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