Plan, invest, protect. That’s more than a tagline—it’s our mission. We offer free financial planning to the entire legal community and sponsor investment and insurance solutions for everyday life. Imagine if every financial organization were not-for-profit.
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Webinars
Money milestones for young lawyers: what to do after student debt
Wednesday
12:00 PM EST
Online
Designed for early-career lawyers—but open to all—this session goes beyond student debt to focus on what comes next:
- buying a home
- protecting your income
- building wealth
- saving for the unexpected
- and, yes, saving for retirement (because your future self will thank you)
With relatable case studies, clear next steps, and advice tailored to the realities of Canada’s changing economy, you’ll learn how to make confident financial decisions, strengthen your safety net, and start building long-term wealth.
Webinars
Call Forward Series Session 8: Managing Law School Debt and Financial Planning
Tuesday
12:00 PM EST
Online
Law school is a significant investment of your time and money. Join us to hear strategies from our panelists as they share insights learned as they navigated their student debt journeys, as well as learn from financial professionals with industry knowledge.
Program Chair: Nidhi Verma, Articling Student, Lakehead University
Vicki Mingyan Yang, Articling Student, York University - Osgoode Hall Law School
Speakers: Sally McRae, Financial Planner, Lawyers Financial
Valentina Galvis, Barrister and Solicitor
Emily OKeefe, McLeod Green Dewar LL
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