COACHING & EDUCATION SERVICES
The entire wealth journey, brought together.
MAKE IT → MANAGE IT → MULTIPLY IT → PROTECT IT → CREATE FREEDOM WITH IT.
01
SIGNATURE PROGRAM
MONEY MACHINE BLUEPRINT™
My signature self-directed investing education program.
Result
Help participants understand how to design and automate a self-directed investment portfolio that supports long-term wealth creation and passive-income goals.
The program teaches investment fundamentals, account types, stocks, ETFs, dividends, REITs, portfolio construction, automation and my portfolio-building frameworks.
CURRENT PRICING
CAPACITY
NATURE OF SERVICE
497 USD
Scalable / digital
Investment education/self-directed investing coaching.
Includes
» Training modules
» Portfolio building education
» Investment resources
» Dividend Giants™
» Growth ETF resources
» REIT education
» Applicable community/accountability support
02
PRIVATE COACHING
ONE-ON-ONE SELF-DIRECTED INVESTMENT COACHING
A high-touch implementation session for people who want direct help making sense of their self-directed investment journey.
Result
The client should leave with far greater clarity around portfolio structure, investment strategy, diversification, income vs. growth objectives and how to implement and automate their investment system.
FORMAT
Approximately 60–90 minutes.
Limited private appointments
CAPACITY
PRICING
TBD
ELIGIBILITY
Designed primarily for people who already have or are ready to open a self-directed investment account and want education and implementation support.
03
PROTECTION & LEGACY
LIFE INSURANCE CONSULTATION & WEALTH PLANNING
A personalized life insurance consultation designed to help individuals, families and business owners understand their protection needs and explore suitable insurance strategies.
Result
Clients gain clarity on how much coverage they may need, the different insurance options available, and how life insurance can be used not only for financial protection but, where appropriate, as part of a broader wealth, retirement and legacy strategy.
My Approach
Life insurance is not one-size-fits-all. I begin by educating clients on the different types of life insurance available: including Term, Whole Life and Universal Life and how each works. We then complete a financial needs analysis based on your needs & goals, family situation, financial obligations and budget before exploring suitable options.
FORMAT
Private consultation + financial needs analysis + personalized insurance Solution.
Depending on the client's needs, the strategy may focus on:
» Debt and mortgage protection
» Family Income Protection
» Estate and generational wealth creation
» Retirement and wealth building strategies
» Corporate and business owner planning
» Legacy planning
PRICING
Consultation is complimentary.
ELIGIBILITY
Insurance services are available only in jurisdictions where I am appropriately licensed.
Life insurance is not only about leaving money behind when you die. When appropriately structured, it can also play an important role in building, preserving and transferring wealth TAX-FREE.
04
ONGOING COMMUNITY
MONEY UNIVERSE COMMUNITY
My online financial literacy and investing community.
Result
Members become more financially informed, confident and intentional about how they make, manage and multiply money. It provides continuing financial education rather than a one-time intervention.
Money Universe covers areas including:
investing, taxes, insurance, credit, debt, real estate, income creation, business and broader wealth-building topics..
Ongoing
Community membership + ongoing education/programming.
PRICING
FORMAT
TBD
DURATION
05
COACHING & TRAINING
SPARKS TO FIRE INC.
Sparks to Fire develops the person behind the wealth.
It is where I coach leaders, entrepreneurs and financial professionals and train trainers.
Relocation does not invalidate your experience.
I help people identify the knowledge, skills, experience, talents and ideas they already possess and explore how they can turn them into greater income, influence, leadership and impact. This is particularly relevant for immigrants who may arrive in a new country and begin undervaluing what they already know. It also includes coaching and training financial professionals on how to do more, be more, give more and create greater impact.
PRICING / DURATION / PACKAGES
Result
Greater clarity of purpose, stronger positioning, monetization of existing knowledge and skills, leadership development and increased confidence/action.
TBD
06
TRANSFORMATIONAL SPEAKER
SPEAKING ENGAGEMENT
The audience doesn't simply leave inspired; they leave prepared to take action.
Available for speaking engagements across Canada and internationally, subject to scheduling, travel and applicable entry/work requirements. Virtual engagements can be delivered globally.
Best-fit organizations include:
Speaking formats offered
» Keynotes
» Interactive workshops
» Corporate/team training
» Webinars and virtual training
» Facilitation
» Panels
» Conference breakout sessions
Corporations and financial institutions; financial-services organizations and advisor teams; business and leadership conferences; professional associations; immigrant/newcomer organizations; nonprofits and community organizations; universities and schools; churches and faith-based organizations; women’s organizations; entrepreneurship events; and financial-literacy conferences.