Services Available
Explore our services designed to support a wide range of savings and financial goals, all with a focus on simplicity, value, and your long-term success.
WEALTHY YOU
Premium Investment Education & Tools
Choose the plan that fits your investment journey
Essential Access
$19/month
Perfect for All Investors
Accredited+ Access
Premium Tier
For accredited investors
Coming Soon
Interactive Savings and Investment Planning Tools
Essential
✓ Included
Accredited+
✓ Included
Portfolio Strategies and Investment Insights
Essential
✓ Included
Accredited+
✓ Included
Goal-Setting Tools
Essential
✓ Included
Accredited+
✓ Included
Access to Premium Editorials and Guides
Essential
✓ Included
Accredited+
✓ Included
Regular Investor Habit-Building Support
Essential
✓ Included
Accredited+
✓ Included
Live Q&A Webinars (General Education Only)
Essential
✓ Included
Accredited+
✓ Included
Private Market Investment Insights and Planning Tools
Essential
✕ Not Included
Accredited+
✓ Included
Private Market and Alternative Investment Insights
Essential
✕ Not Included
Accredited+
✓ Included
Due Diligence Reports on Private Market Investments
Essential
✕ Not Included
Accredited+
✓ Included
Institutional Quality Investment Strategies
Essential
✕ Not Included
Accredited+
✓ Included
Accredited Investor Investment Insights
Essential
✕ Not Included
Accredited+
✓ Included
Private Markets Focused Q&A Webinars
Essential
✕ Not Included
Accredited+
✓ Included
Features & Benefits
Essential Access
$19/month
Perfect for All Investors
Accredited+ Access
Premium Tier
For accredited investors
Coming Soon
Interactive Savings and Investment Planning Tools
✓ Included
✓ Included
Portfolio Strategies and Investment Insights
✓ Included
✓ Included
Goal-Setting Tools
✓ Included
✓ Included
Access to Premium Editorials and Guides
✓ Included
✓ Included
Regular Investor Habit-Building Support
✓ Included
✓ Included
Live Q&A Webinars (General Education Only)
✓ Included
✓ Included
Private Market Investment Insights and Planning Tools
✕ Not Included
✓ Included
Private Market and Alternative Investment Insights and Research
✕ Not Included
✓ Included
Due Diligence Reports on Highly Rated Private Market and Alternative Investments
✕ Not Included
✓ Included
Institutional Quality Investment Strategies (For Accredited Investors)
✕ Not Included
✓ Included
Accredited Investor Investment Insights
✕ Not Included
✓ Included
Live Q&A Webinars Specifically Focused on Private Markets and Alternatives
✕ Not Included
✓ Included
Ready to Start Your Wealth Journey?
Start Essential AccessWhat’s Included
Comprehensive tools and resources for your investment journey
1
Savings and Investment Tools
A suite of interactive, user-friendly proprietary tools designed to help you model and manage your financial journey. These tools are strictly educational and do not provide personalized investment advice.
Included Tools:
Retirement Income Needs Calculator
Estimate how much you may need to save to support your desired retirement lifestyle based on factors like income, age, and expected expenses.
Savings Goal Calculator
Plan for future goals such as buying a home or funding a child’s education by calculating the monthly savings required to reach your target.
Budget Planner
Track your monthly income and expenses. Identify ways to reallocate spending toward long-term savings and investment priorities.
Home Affordability Planner
Assess how much home you may be able to afford by linking your savings targets with foundational investment planning principles.
Asset Mix Tool
Explore sample portfolio allocations commonly used by investors based on general risk tolerance and investment horizon.
Investment Policy Statement Generator
Use a structured template, based on institutional best practices, to help clarify your goals, timeline, risk profile, and investment philosophy.
Personalized Financial Projections
Visualize how your savings may grow over time using assumptions based on your inputs.
Portfolio Builder Tool
Create your own low-cost investment portfolio using our step-by-step tool.
Note: These tools are provided for informational and educational use only. They do not provide investment advice or personalized financial recommendations.
2
Portfolio Strategies
This section provides education on how investors commonly build diversified portfolios using index-based strategies and sound asset allocation principles.
What You’ll Find:
- Sample Portfolio Mixes: View sample allocations designed to illustrate how different asset mixes suit various time horizons and risk preferences.
- Index ETF Education: Understand the basics of how index ETFs work, what they track, and their fee structures.
- Top Index ETFs: Discover index-tracking ETFs known for low fees and broad diversification.
- Asset Allocation Guides: Learn key components of effective asset allocation, including diversification and rebalancing.
- Portfolio Design Options: Explore sample strategies from one-fund solutions to advanced multi-ETF combinations.
- Live Webinars: Join sessions exploring portfolio construction and institutional lessons.
- Brokerage Comparison Tool: Compare leading Canadian brokerage platforms side by side.
Note: All content is for general educational purposes only and does not constitute individualized portfolio recommendations.
3
Investment Insights
Your go-to space for curated insights, investor education, and habit-building resources to support a disciplined, long-term approach to investing.
What You’ll Receive:
- Founder Editorials & Educational Guides: Short-form reflections covering investing discipline and overcoming behavioural traps.
- Investment Insight Posts: Regular updates featuring market commentary, investment psychology, and foundational principles.
- Regular Habit-Building Support: Actionable content to strengthen consistency and confidence in your investment approach.
- Behavioural Nudges & Stories: Real-life insights designed to help you stay grounded and informed.
Note: All educational content is for general information purposes only and is not intended to provide personalized investment advice.