
Join the growing list of business owners who are earning more by offering financial services alongside what they already do.
You already have a loyal customer base.
Now imagine giving them access to trusted financial solutions without changing how you operate.
Companies like Costco and GM make more from financial services than their main products.
You can do the same in a simple, hands-off way.

Your loyal customers get access to more - with no pressure and no pushy sales
Save more / Build credit
Improve Cash Flow
Increase Income
Get ahead with anything money-related
You keep doing what your doing.
We follow up and support them.
When they're ready, they buy through you.
It's not for everyone - here's who gets the most value
This is for you if:
You already have a loyal client base
You run a service-based business (barbershop, gym, salon, realtor, etc.)
You want to help your clients with money - but don't want to do the heavy lifting
You're open to earning more Without adding overhead or changing your day-to-day
You enjoy helping people and its a bonus if it financially
This is NOT for you if:
You don't have customer trust
You're not interested in building additional income streams
You're looking for a get-rich-quick scheme or gimmick
Earn passively from trusted financial solutions your clients already need.
We handle onboarding, questions, and follow-up. You stay focused on your business.
Give more value to your clients - no pressure, no scripts, no awkward pitches.

One referral can turn into multiple new clients, we track progress and ask for referrals for you completely handsfree and continue to earn on those new referrals.
We've become experts on earning recommendations
Your business is introduced to new spheres
Your clients send friends and family to get their own plan which creates referrals without you asking
Earn referral income while we do the work
You Do
Mention us to your clients if it comes up
Share your client list or let us build a QR code
Keep running your business as usual
We’ll give you a customized link - just pass it on when someone’s interested
Get licensed
Earn Ongoing Referral Income
We Do
Handle outreach, follow-up, and education
Create personalized financial game plans
Work 1-on-1 with your clients—no pressure, no selling
Track everything and update you on results
Build a passive income stream from your existing clients
We support your brand, not replace it
No contracts. No Risk
You stay focused on your business
We do the work, you earn an income
FAQs
This is a partnership program, not a paid service. We do require you or a staff member to be licensed in financial services. We provide all the material and help you through getting your provincial license.
The cost for the license typically is around $2000-$3000 depending where you go to get it. (LLQP + MF Securities License)
Our licensing deposit is $103.95
You focus on your business — we handle the rest. Outreach, education, and follow-up are all done for you.
We only need you for a few days to get your license. Or you have a staff/spouse/partner take the course
Hey this is a great question, there is a few ways to do this. We track all the business, including referrals and make sure you get a piece of the action.
For referral income coming from a registered investment product or insurance product we would help you take a weekend course, to make sure you get legally compensated.
We help with almost anything money-related, including:
Investments: RRSP, TFSA, LIRA, RDSP, and more
Mortgages: Access to competitive lending options
Insurance: Life, auto, home, and disability
Legal support: Access to lawyers for wills and estate planning
Group benefits: Health, dental, and Group RRSP plans
Not at all. We never push products or pressure anyone. Our approach is education-first and relationship-driven.
Yes. We support your brand and provide co-branded materials if needed. We stay behind the scenes unless invited.
You'll also have access to myself on ways to really implement this into your business the best way possible.
No problem. We can create a custom QR code or online link you can share wherever you do business — in person or online.
And ultimately we'll actually help you grow your financial arm from scratch, without using ads and knocking on doors.
Hey, that’s me! I’ve always had a passion for business and knew early on I wanted to build something of my own.
I grew up in Cambridge, Ontario, and I’m now happily married with four kids. Over the years, I’ve explored different industries and ventures before landing in finance.
Today, I focus on making financial literacy simple and accessible.
When we connect on Zoom, I’d love to share more. Just know I’m someone who’s been in your shoes - a Canadian working to grow and build something meaningful for his family.
