Hi, I'm Brandon.
I believe every Canadian deserves a clear and affordable path to a confident financial future. My mission is to provide the data and education you need to make smart decisions.
Learn More About My Story →Providing clear, affordable, and data-driven education to help you navigate your financial journey with confidence. From tax optimization to retirement and debt freedom, get the insights you need to make smart decisions.
Personalized reports to illuminate your financial path.
For those starting their journey. Get clarity on debt freedom, saving for a home, and making smart investment choices.
Learn More →For those nearing retirement. Focus on tax efficiency, CPP/OAS decisions, and preserving your estate.
Learn More →A quick and affordable way to find potential tax savings and optimize your RRSP vs. TFSA contributions.
Learn More →Free resources to empower your decisions.
In-depth articles and guides on Canada's most important financial topics, from the RRSP tax bomb to budgeting.
Read the Guides →A powerful, easy-to-use tool to track your spending, analyze your savings rate, and take control of your cash flow.
Get it for Free →
I believe every Canadian deserves a clear and affordable path to a confident financial future. My mission is to provide the data and education you need to make smart decisions.
Learn More About My Story →I created this tool because I wanted something simple but powerful for myself. It features a results dashboard, a spending analyzer, tracks your savings rate, and can even generate an annual report. It's the tool I always wanted, and I'm excited to share it with you for free.