Flexible Pricing
Choose Your Plan
Select the package that fits your goals and budget
Invest in Your Financial Education
Select a plan that matches your needs and gain immediate access to expert-led courses, resource libraries and live interactive sessions.
Basic
- Access to foundational modules covering budgeting, debt management, and basic investment principles.
- Monthly live Q&A sessions with certified financial educators.
- Downloadable templates and checklists to track personal finances.
- Community forum access for peer support and discussion.
Standard
- All features in Basic plan plus advanced workshops on portfolio diversification.
- Quarterly one-on-one virtual coaching sessions.
- Interactive scenario simulations to test investment strategies.
- Priority support via email and chat.
- Certificate of completion accredited by financial associations.
Premium
- Includes all Standard plan benefits with premium masterclasses.
- Biweekly personal strategy calls with our top advisors.
- Access to exclusive market analysis reports.
- Invitations to in-person networking events in Toronto.
- VIP access to partner offers and discounts.
- Dedicated account manager for personalized guidance.
Frequently Asked Questions
Deepen Your Financial Expertise
Advanced insights to accelerate growth
Our advanced growth modules dive into real-world case studies, tax optimization techniques, and emerging market trends. Through interactive lessons and expert commentary, you’ll develop the confidence to refine your financial approach and build a resilient portfolio that aligns with your long-term objectives.
Explore Advanced ModulesTax Strategies Workshop
Learn how to structure investments, leverage credits, and optimize returns in a hands-on workshop led by tax specialists.
See All Workshops →Market Trend Analysis
Understand how to interpret economic indicators, sector performance, and global events that influence asset values.
See All Workshops →Personalized Coaching Sessions
Work one-on-one with a financial coach to set goals, review progress, and refine strategies for sustained growth.
See All Workshops →