Real Financial Freedom Isn’t a Dream. It’s a Plan.
Turn your financial and retirement goals into a clear, step-by-step plan, accelerate your growth as an investor, and receive personalized support from a Certified Financial Planner (CFP).
We’re the financial planning answer for self directed investors on Wealth Simple, Questrade and other top trading platforms.
Free for 30 days. Then only $9/mo. Cancel any time.
Simplify and optimize your finances
- Fast and easy, yet powerful financial planning web app takes just 5 minutes to enter your information.
- Explore advanced income tax minimization and retirement strategies personalized to your situation.
- AI tools built in to easily answer questions like ‘When can I retire comfortably?’ or ‘When should I take CPP?’.
- Get financial clarity and take the weight of your finances off your shoulders.
Just $9/mo after your 30 day trial. Cancel any time.
Thrive financially with the Wealth Wins course
- Accelerate your growth as an investor with the help of our comprehensive wealth building and financial planning course.
- Learn how to minimize investment fees while improving risk adjusted returns.
- Discover effective, time tested wealth strategies like ‘The Smith Maneuver’, ‘RRSP meltdown’ and ‘retirement guard rails’.
- Become debt and mortgage free faster while building wealth and securing a comfortable retirement.
- Build your plan with confidence as the course shows you step by step, how to work the strategies within the planning app.
Just $9/mo after your 30 day trial. Cancel any time.
Get live support and personalized answers
- Bringing you the fundamental value of a Financial Advisor, efficiently and effectively
- Get answers to your most pressing financial and retirement questions in our exclusive community
- One on one discussions with an advice only Certified Financial Planner (CFP) during regular office hours
- Live Monthly: (1) Wealth strategy tutorials and (2) Financial Bootcamp for life long improvement and growth
- Market Correction Protection: Timely advice and support to hold the course during inevitable market swings
Just $9/mo after your 30 day trial. Cancel any time.
How it Works in 3 Steps
1. Sign up for the online financial planning app.
2. Receive an introduction email that includes an app overview and access to the Wealth Wins course.
3. Work with the videos to optimize your plan in the app, then implement your plan with support and confidence.
Just $9/mo after your 30 day trial. Cancel any time.
Empowering Canadians to Become Financially Independent
See how Altrua Wealth compares to top financial resources in Canada
(Scroll left on a smartphone)
| Personalized Advice | Educational Focus | Low Fee/Cost | Retirement & Tax Planning | Easy Access | Unbiased Advice | |
|---|---|---|---|---|---|---|
| Altrua Wealth | Yes | Yes | Yes | Yes | Yes | Yes |
| Bank Branch | Yes | No | No | No | No | No |
| Financial Advisor | Yes | Sometimes | No | Sometimes | No | No |
| Finfluencers | No | Sometimes | Yes | No | Yes | Sometimes |
| Online Trading | No | No | Yes | No | Yes | No |