⚡ Live sessions start June 9 — Enroll now to get access · Use code EARLYBIRD60 for 60% off

ONLINE COURSE · PLAN YOUR FINANCES PROJECT

Take Control of Your Financial Future —
One Step at a Time

A practical financial education course for Canadians — taught by Marcel LeBlanc, CFP, CIM. Each module includes a live session so you can learn, ask questions, and take action.

  • 4 Modules
  • Live Session Included with Each
  • Learn Online
  • Taught by a CFP & CIM
Marcel LeBlanc teaching a financial planning session
Use promo code at checkout
EARLYBIRD60
60% off any module or the full series

COURSE MODULES

Pick a module or get the full course

Each module is a standalone lesson — and every module comes with a live 90-minute session with Marcel where you can ask questions and go deeper.

Module 1

Financial Planning Essentials

🎥 Live Session Included · June 9 · 4:00 PM ET
⚡ Enroll before June 9 to join live

The foundation of the entire course. Learn the core concepts every Canadian needs — from managing cash flow to building lasting wealth — through Marcel's Wealth Summit framework.

  • The 4 Stages of Financial Planning (Wealth Summit)
  • Cash flow, financial identity & habits
  • Insurance basics: life, disability, critical illness
  • Debt management: snowball, avalanche & credit
  • Saving vs investing & compound interest

$97 $39
with code EARLYBIRD60

Get Module 1 →

Module 2

Retirement Planning Explained

🎥 Live Session Included · June 11 · 4:00 PM ET
⚡ Enroll before June 11 to join live

Retirement planning doesn't have to be confusing. This module breaks it down so you know exactly what accounts to use, how much you need, and what your plan should look like.

  • RRSP vs TFSA — when to use each
  • How much do you actually need to retire?
  • Government benefits: CPP, OAS & GIS
  • Defined benefit vs defined contribution plans
  • Building a retirement income strategy

$97 $39
with code EARLYBIRD60

Module 3

Saving & Investment Options

🎥 Live Session Included · June 23 · 4:00 PM ET
⚡ Enroll before June 23 to join live

Cut through the noise. This module maps out every savings and investment option available to Canadians so you can choose what actually fits your goals and situation.

  • Account types: RRSP, TFSA, RESP, FHSA & more
  • Mutual funds, ETFs & GICs explained
  • Risk tolerance & investment profiles
  • Building a diversified portfolio
  • When to use a financial advisor

$97 $39
with code EARLYBIRD60

Module 4

Savings & Investment Strategies

🎥 Live Session Included · June 25 · 4:00 PM ET
⚡ Enroll before June 25 to join live

Put it all together. This module covers real investment strategies you can implement immediately — and ties together everything from the course into a complete financial plan.

  • Dollar-cost averaging & lump sum investing
  • Tax-efficient investing strategies
  • Rebalancing & portfolio management
  • Wealth & estate planning basics
  • Putting it all together: your financial plan

$97 $39
with code EARLYBIRD60

Full Series — Best Value

Plan Your Finances —
Complete Live Series

All 4 modules · All 4 live sessions · Full Q&A access

  • Module 1 — Financial Planning Essentials
  • Module 2 — Retirement Planning Explained
  • Module 3 — Saving & Investment Options
  • Module 4 — Savings & Investment Strategies

$249 $99
with EARLYBIRD60

Use code EARLYBIRD60 at checkout · One-time payment

Marcel LeBlanc Professional Headshot

YOUR INSTRUCTOR

Meet

Marcel LeBlanc

CFP, CIM - Certified Financial Planner & Chartered Investment Manager

Marcel is a credentialed financial planning professional with the CFP and CIM designations. Through the Plan Your Finances Academy, he's helped hundreds of Canadians build real financial literacy and take confident steps toward wealth - without the jargon, pressure, or complexity that usually comes with financial advice.

Start learning today.

Early bird pricing won't last - use the code below at checkout.

EARLYBIRD60

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