We are a student-run startup with the goal of helping students make the most of their finances.

We started just over 1 year ago – in that time, we’ve helped 500+ students and have grown to 5 staff members while being an entirely student-owned company!

A simple one-time fee is charged for our investing and planning services that range from $350 to $3500.

We also offer risk-free grant applying by only charging if we help you earn funds you otherwise wouldn’t have received.

You can see more specifics listed on our services page.

We offer step-by-step help from search to submit. We’ll:

1. Find what you qualify for

2. Go through the application together, step-by-step

3. Help with Long-essay writing

We offer step-by-step help through:

• Opening up accounts on Wealthsimple – or any other student-friendly platform

• Register for TFSA, RRSP, FHSA, and RESP as necessary

• Invest using high-interest savings accounts and custom investment portfolios

We like to say that understanding your finances pays you the highest hourly rate of your life. It’s easier to earn $3,000 in grants than $15 per hour working part-time.

Understanding your finances now will set you up for the future. It’s better to learn to invest when you have little savings than to make mistakes once you have lots saved.

• Debt management

• Work benefits

• Saving, investing, and retirement planning

• Tax and insurance planning

• Budgeting