You Deserve a Wealth Plan
At Wealthified, we believe everyone deserves access to smart, data-driven wealth planning and education, no matter your income or investable assets.
That’s why we’re bringing the private wealth management experience to everyone.
Whether you’re rocking a net worth of $1M or just getting started, Wealthified will help you crush your financial goals and live your best life.
SERVICES
What We OfferSELF-DIRECTED PLANNING
Resource Library, curated by Professionals.
At no cost, access professionally curated wealth planning resources so you can design your own wealth plan at your pace. Get access to checklists, spreadsheets, guides, and articles. Just pick and choose what you need.
GUIDED PLANNING
Wealth Planning Courses, led by Professionals.
For step-by-step guidance in your wealth planning you can purchase any of our professionally led courses. Get access to expert strategies, tips, and knowledge. Work at a guided pace to get your financial strategy outlined and together.
DIRECTED PLANNING
Web Application, created by Professionals.
Develop and manage your wealth plan with our fully-directed and enhanced web application. Track your finances and get data driven tips and advice based on your personal financial situation. Coming soon.
Ready to build your wealth plan?
Take Control Today
Our mission is simple: Provide everyone the private wealth experience. This means we value you, regardless of your value on paper. We will always provide the high quality, professionally-vetted information and planning you deserve. There are no second class clients at Wealthified.
Join over 500 Canadians who have trusted Wealthified for their Wealth Planning.