Foundation Course
Are You Truly Ready for Retirement in Canada?
You can save and invest and still feel unsure about retirement. This course helps you get clear on where you stand and spot your biggest gaps.
In a few short sittings, you’ll know what to focus on next.
Start Free PreviewWhat you'll focus on
Your Retirement Number
How much you need saved.
Government benefits and tax efficiency
Canada Pension Plan, Old Age Security.
Withdrawal planning
+ Clear next steps.
What you'll build
Your Retirement Snapshot
A saved baseline that captures your first draft numbers, the flags to verify, and what to focus on next.
Unlock Full Course for $29How it works
Learn the framework
Connect the 3 blind spots in the right order.
Build Your Snapshot
Save your baseline and the flags to verify.
Leave with next steps
Your top gaps and the questions to carry forward, solo or with an advisor.
Founding launch access
Is this financial advice?
Who is this for?
How long does it take?
What’s next
Finished the Foundation Course? Join the waitlist for the full 8 Steps program.
Join the 8 Steps WaitlistEarly access and founding launch pricing.