Door two — Networth Builders
Financial planning you actually understand and drive yourself.
Networth Builders is for adults who are done outsourcing their financial life to a black box. You'll learn the tax, investment, and estate mechanics behind your own plan — with a real team backing you up.
The basics
Who it's for, and how it runs
Who
Anyone who wants a deeper hand in their own financial planning — taught by our team of accountants, financial planners, and estate counselors.
What
A curriculum covering tax preparation, financial planning, investment management, and estate planning, taught alongside hands-on training in our Financial Vision planning software.
Where & when
Fully virtual, self-paced, with optional in-person sessions for members near Toronto and an annual learning retreat abroad for anyone who wants the full immersion.
Why
Because the people who understand their own money end up making fewer expensive mistakes with it — and pass more of it on.
What you'll cover
Four pillars, one integrated plan
Tax strategy
Understand how your operating company, holding company, and personal return actually fit together — and where you're currently leaving money on the table.
Investment management
Learn how your portfolio should be structured around your tax situation, not the other way around, with both public and private market options covered.
Estate & legacy planning
Build a plan that moves what you've built to the people you've built it for, with as little of it going to tax as possible along the way.
Financial Vision software
Get lifetime access to the same planning tool our advisors use, plus the video library that teaches you how to run your own numbers in it.
Membership benefits
What lifetime membership includes
- A dedicated Financial Architect who works your master plan alongside you, across tax, investing, and estate strategy.
- Direct access to a personal CFO for both personal and corporate financial decisions.
- A standing estate file your executor can actually use, kept current inside our system.
- Preferred pricing on executor services and final tax filings when the time comes.
- Ongoing support if the tax authority ever comes calling — audits, reassessments, and everything in between.
- Every past course and webinar recording, indefinitely, plus every new one we add.
Getting in the door
Straightforward pricing, built to be accessible
A full financial plan built from scratch typically runs well over $6,000. Membership spreads that cost out so the plan doesn't stay out of reach.
$500 upfront
then $150/mo for 24 months (or $250/mo for 12)
Becomes a lifetime membership once your plan is paid in full — including lifetime access to every future version of Financial Vision.
Join Networth Builders