Subscription Plans

Best Value

Choose Your Plan

Flexible Options Tailored to Your Goals

$19/mo

Starter Plan

  • Access to basic courses
  • Monthly live webinars
  • Community forum access
  • Email support
  • Budget tracker template
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$49/mo

Professional Plan

  • Monthly budget builder with customizable categories
  • Priority email support
  • Access to live webinars
  • Goal-setting dashboard
  • Basic investment tracking
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$49/month

Epic Plan

  • All Professional features
  • One-on-one coaching sessions
  • Real-time portfolio analysis
  • Advanced tax planning tools
  • Exclusive industry reports
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Advanced Budgeting Strategies

Explore dynamic envelope budgeting, zero-based budgeting, and the 50/30/20 rule adapted to fluctuating Canadian living costs. Our tools show you how to allocate every dollar based on your pay frequency, seasonal income changes, and personalized financial goals.

Discover how to adjust your budget for tax credits such as the Canada Child Benefit, claim deductions from RRSP contributions, and prepare for year-end financial reconciliation. Our platform provides automated reminders so you never miss a savings opportunity.

Did You Know? According to a recent survey, 65% of Canadians underestimate their monthly discretionary spending by up to 20%. Fine-tuning your budget with real data can unlock savings of hundreds of dollars each year.

Upgrade now and take control of your finances with personalized budgeting guidance!
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Investment Basics

Get started with investing in Canada’s major markets. Learn key concepts like asset allocation, risk tolerance, and compound interest through interactive modules.

  • Understand stock vs. bond fundamentals
  • Evaluate ETF and mutual fund options
  • Build a diversified portfolio strategy
Upgrade now and take control of your finances with personalized budgeting guidance!

Protecting Your Wealth

Risk management is crucial to safeguard your assets. Explore insurance planning, emergency fund creation, and systematic risk assessment tailored for Canadian regulations.

Goal Tracking

Visualize short-term and long-term milestones with custom progress bars and automated nudges.

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Risk Assessment

Identify and measure potential financial threats, from market volatility to unexpected expenses.

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Tax Optimization

Leverage deductions, credits, and tax-efficient investment vehicles to maximize after-tax returns.

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Credit Score Insights

Track your credit score monthly, receive personalized tips to improve ratings and understand impact from new inquiries.

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Retirement Planning

Plan your retirement with projected savings calculators and advice on CPP, OAS, and private pension strategies.

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Debt Management

Create a custom debt payoff schedule, compare methods like snowball vs avalanche, and monitor your progress.

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