Wealth Wins Canadian Wealth Building Course
Wealth Wins is a beginner to advanced financial planning course that makes reliable wealth building easy to understand, while offering the most effective strategies available in Canada.
Along with the App, you’ll end up with a simplified and optimized financial system, and the peace of mind that comes with this.
Then just $9/mo. Cancel any time.
Why Wealth Wins?
You don’t need to gamble your future to build serious wealth. But you do need a strategy.
In a world flooded with hype, shortcuts, and “financial freedom in 30 days” promises, Wealth Wins stands apart. This online platform is designed specifically for Canadians who want to grow their wealth reliably, without falling for financial fantasy.
Led by an advice only Certified Financial Planner (CFP) that doesn’t sell investments or life insurance, and experienced in Canadian financial and tax systems, this program distills years of expert knowledge into proven, high-impact strategies that are often reserved for the ultra-wealthy.
You’ll learn how to:
- 💰 Optimize your savings and investment returns using tax-smart strategies
- 🏡 Leverage good debt wisely for new wealth building opportunities (Smith Maneuver, RRSP mortgage hacks, and more)
- 📈 Use compounding and diversification to your advantage with low fee, index based ETFs and time-tested investment strategies for long term wins
- 💼 Integrate your financial life into one clear plan—from income tax minimization to comprehensive retirement planning that answers your main questions and aligns with your goals
- 📅 Re-enforce your financial independence, using custom Canadian retirement optimization tactics, including ‘war chest’ and ‘guard rail’ techniques often reserved for the wealthiest Canadians
Why This Platform Works
We don’t overpromise. We overdeliver.
- Built for real Canadians: All content is tailored to CRA rules and retirement programs, and the Canadian investment and real estate landscape.
- No fluff, no sales pitches: Just clear explanations, advanced (but easy to use) tools, and step-by-step guidance for implementation.
- Action-focused: Start implementing after every module. See results immediately.
- Optimized for speed and further research: You’ll gain enough information to understand the strategies, and will also be well positioned for further, more detailed research online, from your favourite AI pal, or from a trusted advice only financial planner.
This Canadian focused platform is updated regularly so you don’t miss a beat.
Who Its For
- Ambitious, growth oriented Canadians who want to learn about wealth creation, but refuse to fall for ‘millionaire mentor’ type scams.
- Smart professionals, entrepreneurs and families tired of generic advice and cookie-cutter retirement calculators.
- Anyone ready to take control of their financial future with confidence and clarity.
What You Get
Get access to the education, tools and support of the Wealth Wins platform
The Core Course
3+ hours of ‘no fluff’ video instruction: Data backed, historically proven financial planning education, presented to you in an easy to understand way, using real world examples. Complete the course at your convenience on your desktop or mobile device.
Advanced Financial Planning App
Get access to our Canadian focused, easy to use, ‘step-by’step’ DIY financial planning web app.
Easily run detailed retirement scenarios, get income tax optimized strategies and options, and work with your plan as life and goals change over time.
We’ll work with the app step by step as we move through the course modules together. So, you’ll see an optimized financial plan built, which you can emulate based on your own unique situation.
The web app also has extensive built in video and written instructions, so there’s lots of opportunity to learn how to work with the planning app. The app is constantly updated with the latest CRA and Government changes, and improved constantly.
Exclusive Wealth Wins Community Form
Fully integrated with the course, get answers to your questions and expert guidance on investing, retirement and financial planning in our interactive community forum with course author and CFP, Brent Richardson.
Engage in conversations with your peers to learn from their perspectives and solutions.
Build weath for yourself, not by yourself.
It’s just $9 per month after your free trial ends. No annual commitments. Cancel any time.
Brief Course Overview
What is Financial Planning?
- Organizing your finances to work better together, to help build wealth and achieve your goals most effectively
- Paying less income tax and optimizing investment returns
- Simplifying your financial world, while answering your most pressing questions
- Having financial peace of mind and being confident about your financial future
Course sample: Introduction and overview.
Budgeting for Those Who Hate Budgeting
- Not limiting; it’s about awareness and freedom
- Can be effortless to follow
- The core of a well-structured financial/wealth building plan
Emergency Fund
- Preparation for inevitable, smaller financial surprises
- Safeguards the rest of your financial plan
- Transitions to an income protection ‘war chest’ in retirement for inevitable market downturns
Investing
- How reliable wealth building works through investing
- Simplify investing, while promoting maximum returns
- Focus on what you can control: Costs, tax planning, asset allocation and timing
Debt and Mortgage Management
- Emphasize paying off bad debt and allowing good debt to work for you
- Review of top debt strategies
- How to manage your mortgage to accelerate wealth building
Retirement
- What does retirement mean to you?
- Your biggest retirement questions answered: When? How much can I save, spend?
- Top income tax planning and retirement income strategies for your best result
Estate Planning
- The government already has an estate plan for you, but you probably won’t like it
- How to speak for yourself after you pass
- How to avoid taxes after you pass