Membership
Three levels of membership. Start with Basic for free.
Basic gives you access to the FREE articles at no cost. Premium opens the full library, advisor bookings and our workshops. Platinum adds one-to-one wealth management and tax optimization sessions. Paid plans are billed once a year.
Levels
Choose the level that fits you.
Basic
For anyone starting out with money in Canada.
Topics included
Basic Banking
Borrowing Fundamentals
Savings Plan
Spending Habits
Understanding Credit
Username and email only.
Premium
Everything in Basic, plus:
Premium topics
Debt Management
Financial Planning
Retirement
Tax Optimization
Wealth Management
Also included
Free unlimited booking sessions with advisors
Free workshops and seminars
Access to the advisor directory and workshop calendar
Billed annually.
Platinum
Everything in Basic and Premium, plus:
Topics included
All Basic topics
All Premium topics
Platinum extras
Personal wealth management sessions
Tax optimization sessions
Billed annually.
Compare
What each level includes.
How joining works
Three steps to your first article.
Register
Choose a username and enter your email. Premium and Platinum members also add a payment card.
Activate
We email you an activation link. Clicking it confirms your address and keeps spam accounts out.
Start reading
Your library unlocks right away. Premium members can book an advisor or a workshop seat.
Already Premium or Platinum?
Book a session with an advisor at a time they have opened. Sessions are in Ottawa or online.