The only tax and wealth strategy course built by a practicing Canadian CPA — for anyone who's done guessing their way through finances.
Free. No spam. Just first access when doors open.
No more handing your accountant a pile of papers and hoping for the best. You'll know how the Canadian tax system actually works, what you can claim, and how to make it work in your favour — not against you.
TFSA, RRSP, FHSA — you'll understand what each one does, which one to prioritize, and in what order. No more guessing. The same decision frameworks your accountant uses, given directly to you.
You'll understand what an ETF is, how to read the basics, and how to make informed investment decisions. Not expert-level — but enough to build wealth strategically instead of sitting on the sidelines.
Mortgage rates, amortization, good debt vs. bad, how your pay cheque actually breaks down, how CPP and EI really work. The stuff that quietly shapes your financial life — finally explained by someone who works with it every day.
Financial literacy isn't just about saving and investing. It's about thinking like the entrepreneurs who've walked through my door — how to build multiple streams of income, earn more with less time, and live intentionally on your terms. I'll show you how I earned $20K online with just 10 hours of work, and how to use tools like AI to start thinking bigger about what's possible for you.
The biggest gift you can give your children is financial literacy. After this course, you won't just understand how the Canadian financial system works — you'll be equipped to pass that knowledge on to the next generation.
Wills, powers of attorney, estate planning — most people put it off because it feels overwhelming. You'll learn why it matters at every stage of life (not just when you're older), what the key documents are, how to get started, and what happens if you don't. Over half of Canadians don't have a signed will. You won't be one of them.
I'm a CPA with 10+ years advising everyday Canadians and business owners on taxes, estate planning, corporate restructuring, and long-term wealth strategy. I graduated from CPA Canada's In-Depth Tax Program — the most advanced tax designation in the country.
I've read the wills. I've worked the divorce files. I've seen the $10M net worth statements and the ones just starting from zero. I've answered thousands of questions about personal tax, CPP, EI, maternity leave, incorporating, investing, budgeting — all of it.
I also co-host The Advisors Table podcast, teach PD-accredited courses to other accountants, and I'm a 32-year-old married mom who self-directs her own investments on Wealthsimple, contributes to her own RRSP, TFSA, and RESP, and budgets her family's money every month. I don't just teach this — I live it.
Co-host of The Advisors Table podcast, PD-accredited instructor, and senior tax advisor at one of Canada's advisory firms.
"Every other course teaches mindset and vocabulary you could learn from Google. This one teaches you the real stuff — the stuff your accountant knows but never explains."
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