Finance by Design.

For six-figure earners who want their money to work as hard as they do.

The WealthWise Freedom Financial Program will give you the keys to create steady passive income streams. It teaches you how to make your money in the background, so you can live life in the foreground.

We don’t just show you how to invest.
We help you build a strategy rooted in your values, vision, and future legacy.

You’ve built your career. Maybe even a high salary income. But deep down, you know money isn’t the same as freedom.

✓ Designed to give you confidence.
✓ Backed by proven principles.
✓ Tailored for professionals and entrepreneurs in Canada, United States and beyond.

A simple 3-phase system for creating sustainable passive income:

🌱 Plant — Clarify your goals, align your strategy, and uncover your income blueprint.

🌿 Grow — Build your portfolio with personalized investment coaching and platform support.

🌾 Harvest — Scale and sustain your income with long-term planning, reviews, and rebalancing.

This is for those who:

  • Have a strong income and desire a clear plan for building wealth

  • Are ready to take their investments seriously and exponentially grow their passive income

  • Desire peace and stability

  • Value clarity, structure, and tailored approaches

Choose Your WealthWise Program

The Clarity Code

Your entry strategy session.

You walk away with clarity, confidence, and a clear next move.

The Income Engine

If you’re ready to activate your income.

You become someone who moves freely, and their money with purpose .

The Legacy Build

Established and building for the next generation.

You step into stewardship. You become the architect of generational wealth.

THE KINGDOM CIRCLE

The Kingdom Circle is a private mentorship experience for those who have moved beyond accumulation — and into expansion. Over 12 months, you’ll receive premium access, strategic alignment, and deeply personalized support as your wealth multiplies and your leadership deepens.

Start your WealthWise Journey

Complete the form below and a WealthWise coach will personally follow up to understand where you're at and how we can best support your goals.