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Invest. Save. Spend. for Canadians

 isn’t about guesswork or quick fixes, it’s about building a complete, personalized plan that finally connects your cash flow, debt, savings, investing, insurance, taxes and estate planning.

The 6 - week intensive program starts runs continuously. And yes if you join today, you can roll into 2026 organized and prepared; book your Private Money Chat to start the new year off right!

Private Money Chats

You don’t need to bring spreadsheets, statements or a stack of numbers to this call and you don’t need to prepare anything in advance. These chats are designed to be simple and approachable. We’ll talk through your situation, your goals and what you’d like to change, without the pressure of having “everything figured out.” All you need to bring is yourself and a willingness to have an honest conversation about where you are today and where you’d like to go next.

Book Your Call
 

Who This Program
Is For

  • Hardworking Canadians making good money 

  • People who want privacy 

  • Busy professionals or parents 

  • Anyone tired of winging it 

  • Action-takers 

Who This Program
Is Not For

  • People looking for a get-rich-quick hack 

  • Anyone unwilling to do the work 

  • Anyone that wants to be hounded by a coach 

  • Anyone who just wants another budget template

Live Teaching

Modules are taught live, giving you the chance to ask questions in real time and hear answers to the questions you didn’t even know to ask. These sessions create space for interaction, connection and learning that goes deeper than a pre-recorded video ever could.

1:1 Coaching

Because personal finance is never one-size-fits-all, select modules include private coaching sessions. These one-on-one calls are where we apply the lessons directly to your situation, giving you tailored guidance and ensuring you’re able to move forward with a plan that works for your real life.

Community Support

You’ll join a private group of Canadians who are working toward the same goal. It’s a place to ask questions, share wins and see how others are putting the lessons into practice.

Book Your Call

This call is about your goals, your challenges and what you really want for your financial life. We’ll use this time to talk through your money situation and decide together if the program is the right fit. Either way, you’ll get coaching you can apply right away; so this time is never wasted.

Private Money Chat