Boost Productivity and Retention with Financial Education
In today's competitive landscape, financial literacy can be the key to unlocking your workforce's full potential to increase your company’s bottom line. Elevate productivity and boost morale by attracting and retaining top talent with tailored financial education solutions.
Financial stress could be costing your business thousands of dollars per employee each year.
Money worries are the biggest source of stress for Canadians and chances are many of your employees are struggling with their finances.
For businesses, employee financial stress can lead to…
More absences & sick leave
Increased turnover
Lack of focus & poor decision making
Poor working relationships
Lower productivity
Lower morale & engagement
Our tailored financial education programs are designed to equip your team with the financial know-how and tools they need to thrive in both their professional and personal lives.
Meet the demands of today's ambitious young professionals
Reduce employee financial distress
Studies show that companies that implement financial education programs…
Boost employee engagement
Reduce direct costs associated with low levels of financial wellness
5 in 10
WORKING CANADIANS
Admit that financial stress affects their performance at work.
MORE DISTRACTED
Financially stressed employees are 5 times more likely to be distracted at work.
5X
OF EMPLOYEES
Are interested in financial education programs in the workplace.
84%
Sources: Canadian Payroll Association & PricewaterhouseCoopers
Empowering Canadians Nationwide
Our expert team will work with you to design a program that meets the unique needs of your organization and employees. Whether you prefer in-person interaction, live virtual learning seminars, or self-paced online training, our flexible delivery methods ensure your team gets the most out of their financial education experience. Best of all, our live sessions typically take just half a day, fitting seamlessly into your team's busy schedules.
Our program is available:
Topics we cover
Budgeting Basics
Financial Goal Setting
Understanding Credit
Debt Management
Investment Fundamentals
Portfolio Diversification
FinTech Tools
Tax Efficiency Strategies
Homeownership Readiness
Family Financial Planning
Retirement Readiness
Estate Planning Basics
Meet Brandon, our founder
Brandon holds an MBA in Entrepreneurship and Business Strategy and has over 20 years of combined experience working in the Canadian financial services industry and designing and facilitating training and education workshops. With a focus on empowering individuals at every stage of their financial journey, Brandon has helped thousands of Canadians achieve their financial goals, from high net worth individuals to everyday savers.
Did you know?
Your investment in employee training may be tax deductible. We advise consulting with your CFO, accountant, or tax advisor for personalized guidance.
We believe in giving back to the community.
We believe everyone deserves access to financial education, no matter who they are. By partnering with us, you're not just investing in your team's financial future – you're fostering a more inclusive workplace culture.
We're committed to social impact, diversity, and inclusion, which is why we donate a percentage of your investment in your employees to LGBTQIA+ advocacy.
Join us in making a difference – let's build a brighter financial future together!
Get in touch to learn more
© Wealthy Unicorn Inc. All rights reserved.
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Financial wellness isn’t just a perk—it’s a game-changer
EMPOWER YOUR WORKFORCE
On-Site
Delivered at your workplace for an interactive and engaging experience.
Live Virtual Sessions
Webinars, workshops, and keynote talks tailored to your team's schedule.
Through our Wealthy Unicorn Academy, employees can access training anytime, anywhere.
Self-Paced Learning
Choose the Right Plan for Your Business
Best for: Startups & small businesses that need structured financial education.
Includes the essentials:
✅ Gain access to core learning courses covering 50 essential financial education topics to build a solid foundation.
📊 Basic reporting & learner tracking
🎓 Self-paced learning for ultimate flexibility
🔒 Secure, user-friendly platform
👥 Up to 100 users
Essentials
$3,499 per year
Best for: Businesses looking to scale with deeper insights & strategic training.
Everything in Essentials, plus:
🚀 Enjoy full access to all learning courses, covering over 100 financial education topics, with additional content added regularly to stay ahead in a fast-changing world.
📈 Advanced analytics & performance tracking
🏆 Personalized onboarding for seamless integration
💡 Exclusive leadership & strategy modules
👥 Up to 250 users
Premium
$5,999 per year
Best for: Large organizations that require tailored solutions.
Everything in Premium, plus:
🗂️ Internal Training Hosting – Upload and manage your own company training alongside ours to deliver onboarding, upskill teams, and reinforce company initiatives — all in one place.
🏢 Dedicated account manager for hands-on support
📣 Priority access to future platform enhancements
🎥 Exclusive Team Onboarding Video Call with our Founder – Learn how to maximize engagement & success.
🎤 Annual Vision & Strategy Virtual Session – A live conference-style seminar led by our Founder to align your team on financial growth & professional development.
👥 Up to 1,000 users
Enterprise
$9,999 per year
Best for: Businesses that demand elite training & personalized mentorship.
Everything in Enterprise, plus:
💰 1:1 Financial Wellness & Strategy Calls – Team members get personalized video calls with our Founder for tailored financial guidance, wealth-building strategies, and money management insights.
💼 Custom-built training modules designed for your business needs
🌟 Early access to exclusive industry insights & reports
🎯 Dedicated performance optimization support
🎤 Annual In-Person Strategy & Leadership Session – A high-impact, in-person interactive seminar with our Founder, held at your company’s location anywhere in Canada.
👥 Unlimited users
Infinite
$14,999 per year
MOST POPULAR
All Plans Include...
Single Sign-On (SSO) integration
For enterprise security
Basic reporting & analytics
To monitor engagement
User-friendly interface
For seamless navigation
Gamification & badges
To motivate learners
Certification of completion
To validate achievements
Account Management
We know that better-trained teams drive better business results—and we’re confident Wealthy Unicorn Academy will help you empower your employees, improve financial literacy, and boost overall performance. That’s why we back it with our Risk-Free Learning Guarantee: If you don’t see the value within the first 14 days, we’ll work with you to ensure success—or provide a full refund. No hassle, no stress, no awkward goodbyes. (Essentials & Premium plans only.)
Our Guarantee
INVEST WITH CONFIDENCE
No matter which plan you choose, you’ll enjoy powerful features designed to enhance your team’s learning experience:
Expert-curated learning modules
Tailored to the financial needs of Canadians
Mobile & desktop accessibility
Learn anywhere, anytime
Continuous content updates
To stay ahead
Interactive quizzes & assessments
For progress tracking
Responsive email support
For assistance when you need it
🔐
📊
🚀
🏅
🏆
📚
💻
🔄
🎯
✉️
Need help choosing the right plan? Our team is here to assist you.