I’ve learned that managing money in Canada is far more complicated than it should be.

Between RRSPs, TFSAs, pensions, mortgages, taxes, and more advanced strategies like the Smith Manoeuvre, it’s hard to know:

.✦ What applies to your current situation.
.✦ What information you can trust.
.✦ How to pull everything together into one clear plan.

Add a busy life — career changes, kids, housing decisions, market uncertainty — and even well-intentioned plans can quickly feel overwhelming.

I created the Altrua Wealth Building System to solve this problem.

It’s designed to help you organize your finances, make confident decisions, and move forward with clarity — without needing to become a financial guru.

My belief is simple:
The best person to manage your finances is you — just a more informed and empowered version of you, with the right support when you need it.

If that resonates, you’re in the right place. 

What Is the Altrua Wealth Building System?

The Altrua Wealth Building System is a practical financial blueprint designed specifically for Canadians.

It brings together education, easy to use financial planning software, and personalized one-on-one advice into one integrated system — helping you organize your finances, align the moving parts, and accelerate long-term wealth building with confidence.

Education & Empowerment

You’ll learn the fundamentals — and advanced strategies — of Canadian personal finance, delivered in a clear, structured, and practical way.

⬩➤ Cash-flow and savings structure

⬩➤ Debt repayment and mortgage optimization

⬩➤ Investing strategy to reduce risk and accelerate growth

⬩➤ Income Tax efficiency and advanced tax planning

⬩➤ Retirement planning and decumulation strategy

These are time-tested strategies rarely taught in school and often reserved for higher-net-worth Canadians — explained so they’re easy to understand and apply.

Financial Planning Software — Your Blueprint

You’ll build your personalized financial blueprint using intuitive software that works alongside the course videos.

In just minutes, you’ll:

⬩➤ Organize your entire financial picture in one place

⬩➤ See how each decision impacts the rest of your plan

⬩➤ Identify optimization opportunities you may not have known existed

For many, this is where clarity finally “Clicks.”
The system does the heavy lifting — so you don’t have to.

One-on-One, Advice-Only Guidance

Your system includes one hour of personalized advice with me — a Certified Financial Planner (CFP).

This is advice-only planning:

⬩➤ No investment sales

⬩➤ No insurance sales

⬩➤ No conflicts of interest

We’ll review your plan, discuss strategy options, and answer your questions — so you can move forward with confidence.

This is finance done for yourself — not by yourself.