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Courses

Self-paced courses from the academy

Work through them on your own time. Each course is a complete workbook — teaching, examples, scoring and an action plan you can apply immediately.

Course 1 · Free

The Structural Wealth Score™

Are you asset rich or structurally rich?

A self-scoring workbook that walks you through the ten pillars of a strong financial structure. Each pillar gives you a reality check, a key insight, warning signs, and a reflection question — then you total your score out of 100 and build your action plan.

  • Score all ten pillars of your financial structure out of 100
  • Spot the gaps behind your income, assets and net worth
  • Understand what strong cash flow, protection and estate structure look like
Get your free copy

41-page PDF workbook

Course 2 · Free

The Corporate Wealth Extraction Guide

How incorporated business owners can give retained earnings a smarter job — with more flexibility, succession certainty and a tax-aware legacy.

Workshop edition. A plain-English guide for Canadian incorporated owners: why corporate wealth is not automatically personal wealth, how passive investment income can grind down the small business limit, what corporate-owned permanent insurance can and cannot do, how the Capital Dividend Account actually works, and the difference between a withdrawal, an insurer policy loan and a third-party collateral loan. Includes a Corporate Structural Wealth Score™ you can complete in minutes.

  • Understand why retained earnings are corporate capital — not spendable personal wealth
  • See how adjusted aggregate investment income between $50K and $150K can reduce the small business limit
  • Know what corporate-owned participating whole life can do — and what it cannot
Get your free copy

12-page PDF guide + workshop companion