Canadian Wealth Mastery
Beyond certification. Become the advisor firms fight to hire.
A certification proves you passed an exam. These applied programs manufacture the capability itself — originating clients, keeping the book through a crash, running discretionary money, building a retirement paycheque — and prove it with real work, not a multiple-choice score. Founding cohorts are now reserving.
Outcome, not exam
Every program graduates you with a real capstone deliverable an employer can inspect — proof you can do the job.
Stacks into a credential
Complete programs and their capstones to earn the Certified Wealth Practitioner (CWP) designation.
Built for the Canadian market
CPP/OAS/RRIF, CIRO 2026 rules, the $1T+ wealth transfer — native, current, and defensible.
Growth Mastery
The one capability every firm pays for — reliably originating and compounding net-new assets.
Rainmaker
The Client-Origination Program
Build a self-sustaining book from zero.
Tuition
CA$5,900
Referral Engine
The Referral-System Program
Turn happy clients into a predictable growth machine.
Tuition
CA$3,900
Authority
The Niche-Domination Program
Own one market instead of chasing everyone.
Tuition
CA$4,900
Recurring
The Fee-Based Transition Program
Convert a commission book into predictable recurring revenue.
Tuition
CA$4,900
Trust Mastery
The behavioural and relational capability that actually keeps the book — through crashes and hard conversations.
The Steady Hand
The Crash-Management Program
Keep clients invested through fear and greed.
Tuition
CA$4,900
Candor
The Hard-Conversations Program
Master the talks that make or break trust — fees, death, divorce, family money.
Tuition
CA$3,900
Mindset
The Behavioral-Coaching Program
Coach the investor, not just the portfolio.
Tuition
CA$3,900
The Trusted Advisor
The Retention Mastery Program
Become the advisor a client would never fire.
Tuition
CA$4,900
Practice Mastery
The machine that produces good advice at scale — documented, audit-proof, and self-running.
Blueprint
The Repeatable-Advice-Process Program
Turn advice from an art into a documented system.
Tuition
CA$4,900
Ironclad
The Compliance-by-Design Program
Build an audit-proof, lawsuit-proof practice.
Tuition
CA$5,900
Leverage
The Self-Running-Practice Program
Triple your clients without tripling your hours.
Tuition
CA$4,900
Wealth Mastery
The senior-advisor capability to move a book up-market — discretionary, complex, and high-margin.
Discretion
The Managed-Money Program
Run discretionary portfolios at scale.
Tuition
CA$7,900
The Quarterback
The HNW Complex-Wealth Program
Lead the complex, cross-border, multi-generational client.
Tuition
CA$8,900
Dynasty
The Family-Office Program
Operate at the ultra-wealthy / family-office level.
Tuition
CA$9,900
Private Markets
The Alternatives Program
Bring private markets, real assets and structured products into the plan — defensibly.
Tuition
CA$6,900
Specialist Mastery
The client end-outcomes themselves — decumulation, tax, estate, business owners, protection, newcomers.
Retirement Income Architect
The Decumulation Program
Turn a client’s nest egg into a paycheque for life.
Tuition
CA$5,900
Tax Alpha
The Tax-Strategy Program
Legally keep more of the client’s money — and prove the dollars saved.
Tuition
CA$5,900
Legacy
The Estate-Transition Program
Transfer an estate with no tax surprises and no family wars.
Tuition
CA$4,900
The Founder’s Advisor
The Business-Owner Program
Serve the incorporated professional across business and personal wealth.
Tuition
CA$6,900
Protection
The Insurance-as-Planning Program
Reframe insurance from a product sale into estate and tax strategy.
Tuition
CA$4,900
New Roots
The Newcomer Wealth Program
Guide new Canadians through the financial system nobody explains to them.
Tuition
CA$3,900
Career Mastery
The career-transition capabilities the advisor-retirement cliff demands — buy, inherit, launch, or build a book.
The Book Deal
The Practice Valuation & Transition Program
Value, buy, or sell an advisory book with confidence.
Tuition
CA$6,900
The Inheritor
The Book-Succession Program
Inherit an aging book and grow it instead of losing it.
Tuition
CA$4,900
Breakaway
The Independence Program
Go from employee to firm owner.
Tuition
CA$6,900
Launch
The First-100-Clients Program
Turn a fresh certification into a real, paying book.
Tuition
CA$3,900
Leadership Mastery
The desk-turnaround leader and the firm-builder — an outcome-verified layer no Canadian credential serves.
The Desk Leader
The Producing-Manager Program
Coach a team of advisors to production and compliance.
Tuition
CA$7,900
The Firm-Builder
The Firm-Scaling Program
Recruit, train and scale an advisory firm.
Tuition
CA$9,900
Certified Wealth Practitioner (CWP)
The Outcome Credential
Stack the Mastery programs and their graded capstones into one designation that proves you can do the job — not just pass the exam.
Assessment & designation
CA$7,900
Forge
The Advisor Academy — Employer Edition
Your firm’s white-labelled onboarding-to-production pipeline: certification, capability, and the CWP credential, delivered as one program.
Engagement
Enterprise — from CA$45,000 / year
Founding cohorts are limited
Reserving now holds your place and your founding price, and puts you first in line when each cohort opens. No payment is taken today.
See the certification courses