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Financial education · Built for Canadian teams

Your team's money stress is your bottom line.

Financial worry follows employees to work — costing focus, attendance, and retention. Wealthy Unicorn is the online academy that turns financial stress into financial confidence.

Made in Canada, by Canadians Deploy to your whole team in minutes No IT resources required
Trusted by Canadian teams
★★★★★

"Easy to implement — and it makes us look good for offering a modern wellness solution."

Andrew N. · Group benefits partner
91%
of employees say financial benefits affect their loyalty to an employer.
Wealthsimple for Business, 2025
150+ Courses English & French Built for Canadians Mobile & Desktop 14-Day Guarantee SSO Integration

When your team struggles with money, your business pays for it.

Financial stress doesn't stay at home. It shows up in six ways every week:

More absences & sick leave

Higher employee turnover

Lack of focus & poor decisions

Strained working relationships

Lower productivity

Lower morale & engagement

The fix

Financial wellness isn't a perk. It's a performance strategy.

Our e-learning platform gives your team the know-how and tools to thrive — at work and at home. Self-paced, mobile-friendly, and built for the realities Canadians actually face.

Reduce financial distress
Give employees a clear path out of money stress.
Boost engagement & focus
Teams that feel secure show up and stay sharp.
Cut hidden business costs
Less absenteeism, turnover, and lost productivity.

Watch the 2-minute overview

Wealthy Unicorn learning dashboard shown on a laptop
How it works

Training that fits around your team's day — not the other way around.

Roll it out in minutes. Employees log in anytime, anywhere, and learn at their own pace.

150+ bite-sized courses, added to regularly
Self-paced on mobile & desktop
Engagement tracking & completion certificates
SSO and enterprise-grade security
Fully bilingual — available in English & French
See it in actionSee pricing
The curriculum

A complete financial education — from your first budget to advanced wealth.

Essentials includes 50 core courses — the financial foundations every employee needs — while Premium unlocks all 150 courses, adding 100 advanced, strategic, and specialized courses across every learning path. Built for the Canadian financial reality and refreshed for 2026, tap any learning path to see what’s included in each plan.

Included in Essentials & PremiumPremium only
Money Foundations 10 of 13 in Essentials

The bedrock skills every member needs before anything else: budgeting, cash flow, emergencies, mindset, and a written plan.

  1. Budgeting BasicsEssentialsBuild a working budget using the 50/30/20 framework and modern Canadian tools.
  2. Cash Flow & the Pay-Yourself-First SystemEssentialsAutomate your money so saving happens before spending, every payday.
  3. Emergency Funds: Your Safety NetEssentialsHow much to hold, where to keep it, and when to use it.
  4. The Psychology of SpendingEssentialsSpot the emotional and behavioural triggers behind your purchases.
  5. Financial Wellness & Money MindsetEssentialsReframe your relationship with money and reduce money anxiety.
  6. Financial Literacy: Why It MattersEssentialsThe core vocabulary and concepts that unlock every other course.
  7. Setting SMART Financial GoalsEssentialsTurn vague wishes into specific, time-bound, fundable targets.
  8. Understanding Inflation and Its ImpactEssentialsWhy prices rise, how it erodes savings, and how to protect yourself.
  9. Lifestyle Creep & the Cost of ChoicesEssentialsWhy raises disappear and how to keep spending from chasing income.
  10. Building Your Financial PlanPremiumAssemble budget, goals, debt, and investing into one living document.
  11. Working With Financial Advisors & PlannersPremiumFee-only vs. commission, the CFP designation, and what to ask.
  12. The Benefits of a Financial MentorPremiumHow informal guidance accelerates good money habits.
  13. The Annual Financial Checkup: Your Yearly Money RoutineEssentialsA once-a-year review of net worth, accounts, beneficiaries, and goals.
Credit & Debt 7 of 10 in Essentials

Understand, build, and protect your credit, then attack debt with a clear, proven strategy.

  1. Understanding Credit ScoresEssentialsWhat the 300–900 score means and the five factors that move it.
  2. Building a Strong Credit HistoryEssentialsPractical steps to establish and grow credit, including secured cards.
  3. Credit Cards: Friend or Foe?EssentialsRewards, interest traps, and using cards as a tool, not a crutch.
  4. The Importance of a Good Credit MixPremiumHow revolving and installment credit interact in your score.
  5. Debt Management StrategiesEssentialsAvalanche vs. snowball, consolidation, and staying motivated.
  6. Student Loan Repayment StrategiesEssentialsCanadian repayment assistance, prioritization, and payoff plans.
  7. The Impact of Interest Rates on LoansEssentialsHow rate changes reshape mortgages, lines of credit, and cards.
  8. How to Deal with Financial SetbacksEssentialsRecovering from job loss, surprise bills, and missed payments.
  9. Problem Debt: Consumer Proposals & BankruptcyPremiumCanada's formal insolvency options, the LIT's role, and consequences.
  10. Maximizing Credit Card Rewards & PerksPremiumWelcome bonuses, everyday rewards, and retention offers — paid in full.
Banking & Everyday Money 6 of 8 in Essentials

Get the daily mechanics right: accounts, fees, saving vehicles, fraud protection, and smart spending.

  1. Choosing the Right Bank Account & Avoiding FeesEssentialsChequing, savings, and digital banks compared for Canadians.
  2. High-Interest Savings, GICs & Saving SmartEssentialsWhere short-term cash should live and how GIC laddering works.
  3. Buy Now, Pay Later: Convenience vs. RiskEssentialsHow BNPL works, the hidden costs, and credit implications.
  4. Open Banking in CanadaPremiumWhat consumer-directed finance means for your data and choices.
  5. Protecting Yourself from Financial ScamsEssentialsRecognize phishing, romance, and investment fraud red flags.
  6. Digital Security & Protecting Your Financial DataEssentials2FA, password hygiene, and securing accounts in 2026.
  7. Managing Subscriptions & the Recurring-Cost TrapEssentialsAudit, cancel, and control creeping monthly charges.
  8. Travel Hacking for SavingsPremiumPoints, miles, and cards to travel for less, responsibly.
Investing Fundamentals 7 of 9 in Essentials

Start investing with confidence: compounding, risk, low-cost funds, and steady habits.

  1. Investing 101: Getting StartedEssentialsAccounts, asset classes, and your first portfolio.
  2. The Power of Compound InterestEssentialsWhy time in the market beats timing the market.
  3. Assessing Your Risk ToleranceEssentialsMatch your portfolio to your timeline and temperament.
  4. Understanding Mutual FundsEssentialsStructure, fees (MER), and where they still make sense.
  5. Understanding ETFsEssentialsLow-cost diversification and all-in-one Canadian options.
  6. Index Investing & Robo-AdvisorsEssentialsPassive strategies and robo-advisor platforms explained.
  7. Dollar-Cost AveragingEssentialsInvesting consistently to smooth out market volatility.
  8. Bonds and Their Role in a PortfolioPremiumHow fixed income stabilizes returns and what affects bond prices.
  9. The Role of Dividends in a PortfolioPremiumIncome investing, reinvestment, and Canadian dividend tax credits.
Advanced Investing Premium only

Go deeper: analysis, alternatives, and instruments for experienced members.

  1. Navigating the Stock MarketPremiumOrders, exchanges, and reading the market without the noise.
  2. Understanding Financial RatiosPremiumP/E, debt-to-equity, and other tools to evaluate companies.
  3. Accounting Basics for Personal FinancePremiumRead a balance sheet and income statement with confidence.
  4. Exploring Alternative InvestmentsPremiumPrivate equity, art, and other non-traditional assets.
  5. Gold & Precious Metals in a PortfolioPremiumThe role of metals as a hedge and store of value.
  6. The Basics of Commodities TradingPremiumEnergy, agriculture, and metals markets explained.
  7. Understanding Derivatives and Their UsesPremiumOptions and futures for hedging and (carefully) speculation.
  8. The Basics of Hedge FundsPremiumStrategies, fees, and who they are actually for.
  9. Currency Exchange & Forex BasicsPremiumHow exchange rates work and the risks of trading them.
  10. The Basics of International InvestingPremiumGlobal diversification, currency risk, and home-country bias.
  11. Slashing Investment Fees: D-Series & ETFsPremiumStop overpaying: A-series vs D-series funds and low-cost ETFs.
  12. Borrowing to Invest: The Smith Maneuver & LeveragePremiumTax-deductible investment debt and leverage — and their serious risks.
Registered Accounts & Tax (Canada) 5 of 13 in Essentials

Master the Canadian tax-advantaged accounts that quietly build the most wealth.

  1. Understanding RRSPs and TFSAsEssentialsThe two cornerstone accounts, refreshed with 2026 limits.
  2. The FHSA: Your First-Home SuperpowerEssentialsThe newest registered account — tax deduction in, tax-free out.
  3. RRSP vs. TFSA vs. FHSA: Choosing the Right AccountEssentialsA decision framework for where each dollar should go.
  4. Understanding Taxes in CanadaEssentialsMarginal rates, brackets, and how to legally lower your bill.
  5. Tax-Efficient Investing & Capital GainsPremiumAsset location, the inclusion rate, and tax-loss harvesting.
  6. Tax Benefits of Charitable DonationsPremiumThe donation tax credit and giving strategically.
  7. Saving for Children's Education: RESPsEssentialsGrants (CESG), contribution rules, and the $50,000 lifetime cap.
  8. The Disability Tax Credit & RDSPPremiumSupport and savings tools for Canadians with disabilities.
  9. Inflation-Protected SecuritiesPremiumReal-return bonds and shielding purchasing power.
  10. Quebec Money EssentialsPremiumQPP, the TP-1 return, RAMQ, QPIP, daycare, and the Quebec abatement.
  11. Benefits You're Probably MissingPremiumFiling unlocks the GST/HST credit, CCB, and credits people overlook.
  12. Tax-Smart Salary, Bonus & RRSP MovesPremiumThe T1213, maxing the employer match, and routing bonuses into your RRSP.
  13. Government Programs Worth ClaimingPremiumThe HBP ($60k), Lifelong Learning Plan, and FHSA — with current rules.
Real Estate & Homeownership 3 of 10 in Essentials

From down payment to renovation ROI, navigate Canada's biggest purchase.

  1. Saving for a HomeEssentialsDown payments, the FHSA + HBP combo, and realistic timelines.
  2. Understanding Mortgages & the Renewal ShockEssentialsFixed vs. variable, amortization, and renewing at higher rates.
  3. Real Estate Investing BasicsPremiumRental math, REITs, and getting started without overreaching.
  4. Renting vs. Buying: Running the NumbersEssentialsThe true cost of ownership vs. renting and investing the difference.
  5. Property Taxes & Closing CostsPremiumThe often-forgotten costs of buying and owning a home.
  6. Being a Landlord: The Financial RealityPremiumCash flow, vacancies, and the responsibilities of rentals.
  7. Home Renovations: Budgeting and ROIPremiumWhich projects add value and how to budget for them.
  8. Evaluating Leasing vs. Buying a CarPremiumTotal cost of ownership for your second-biggest purchase.
  9. Surviving Your Mortgage RenewalPremiumPreparing early, shopping the renewal, and the levers if money's tight.
  10. The Bank of Mom & Dad: Down-Payment Gifts & Family HelpPremiumGifts vs. loans, gift letters, taxes, and protecting the relationship.
Income & Career 3 of 10 in Essentials

Grow the most powerful wealth lever you have — your earning power.

  1. Navigating the Job MarketEssentialsPositioning, networking, and the modern hiring process.
  2. How to Negotiate Salary and BenefitsEssentialsResearch, scripts, and confidence to ask for more.
  3. Income DiversificationPremiumWhy a single income source is a single point of failure.
  4. Creating Multiple Streams of IncomePremiumBuilding active and passive earnings that compound.
  5. Exploring the Benefits of Passive IncomePremiumRealistic passive income vs. the internet's fantasy version.
  6. The Gig Economy: Opportunities and ChallengesPremiumFlexibility, instability, and the financial trade-offs.
  7. The Financial Benefits of Remote WorkPremiumSavings, geographic arbitrage, and home-office considerations.
  8. Investing in Yourself: Education and SkillsEssentialsCalculating the ROI of courses, credentials, and growth.
  9. Financial Independence in Career ChoicesPremiumHow a strong financial base expands your career freedom.
  10. Losing Your Job: EI, Severance & a Financial Triage PlanPremiumHow EI works, handling severance tax-smartly, and triaging your finances.
Entrepreneurship & Business Finance Premium only

Turn ideas into income and understand the money behind running a business.

  1. Building Wealth Through Business OwnershipPremiumEquity, scalability, and the entrepreneur's wealth path.
  2. Self-Employment: Financial ConsiderationsPremiumGST/HST, instalments, and managing irregular Canadian income.
  3. Side Hustles & the CRA: Taxes on Extra IncomePremiumReporting side income, deductions, and staying onside.
  4. Business Finance for EntrepreneursPremiumCash flow, margins, and funding your venture.
  5. Understanding Corporate FinancePremiumHow larger businesses raise and allocate capital.
  6. The Role of CrowdfundingPremiumReward, equity, and debt crowdfunding compared.
  7. The Basics of Venture CapitalPremiumHow startups are funded and what investors expect.
  8. The Basics of Angel InvestingPremiumEarly-stage investing, risk, and getting started.
  9. The Self-Employed Retirement: Saving Without a PensionPremiumRRSP/TFSA tools, incorporated options like the IPP, and the saving discipline.
Insurance & Risk 3 of 6 in Essentials

Protect what you've built against the events that derail financial plans.

  1. Insurance Needs: What's Essential?EssentialsLife, disability, home, and auto — what you actually need.
  2. Evaluating Insurance OptionsPremiumTerm vs. permanent, deductibles, and avoiding overpaying.
  3. Protecting Your Income: Disability & Critical IllnessEssentialsInsuring your single biggest asset — your ability to earn.
  4. The Basics of AnnuitiesPremiumGuaranteed income products and where they fit.
  5. Managing Financial StressEssentialsCoping strategies and the mental side of money pressure.
  6. Self-Insurance: Invest Instead of InsurePremiumWhen to build an invested fund vs. when real insurance is essential.
Retirement Planning 2 of 6 in Essentials

Plan for the long horizon: pensions, retirement income, and a paycheque that lasts.

  1. Retirement PlanningEssentialsEstimating your number and building toward it.
  2. Understanding CPP & OASEssentialsCanada's public pensions, timing, and how much to expect.
  3. The FIRE MovementPremiumFinancial Independence / Retire Early strategies and trade-offs.
  4. The Impact of Aging on Financial PlanningPremiumHealthcare, drawdown, and decumulation in later life.
  5. Building Your Retirement Paycheque: Decumulation & RRIFsPremiumTurning savings into income: RRIFs, withdrawal sequencing, and risks.
  6. Money After 50: Catch-Up StrategiesPremiumUsing accumulated room and late-career levers when you feel behind.
Estate & Legacy Planning Premium only

Protect and pass on what you've built: wills, beneficiaries, inheritance, caregiving, and legacy.

  1. Estate Planning EssentialsPremiumProtecting and transferring wealth efficiently.
  2. Wills, Probate & Beneficiaries in CanadaPremiumProvincial rules, naming beneficiaries, and avoiding probate.
  3. Financial Caregiving for Aging ParentsPremiumPowers of attorney, care costs, and protecting your own retirement.
  4. Receiving an Inheritance or Sudden WindfallPremiumTax treatment, the pause strategy, and deploying it in priority order.
  5. Estate Planning for Blended & Non-Traditional FamiliesPremiumAvoiding accidental disinheritance with wills, trusts, and beneficiaries.
  6. The Widow(er)'s Guide: Money After Losing a PartnerPremiumFirst steps, survivor benefits, settling the estate, and rebuilding.
Family & Relationships 2 of 6 in Essentials

Money across the family lifecycle — couples, kids, and the generations you support.

  1. The Dynamics of Family FinancesPremiumShared goals, household budgeting, and money conversations.
  2. Managing Money as a CoupleEssentialsJoint vs. separate accounts and aligning on goals.
  3. The Financial Implications of ParentingPremiumThe real cost of kids and planning ahead.
  4. Teaching Kids About MoneyEssentialsAge-appropriate lessons that build lifelong habits.
  5. Navigating Financial Aid and ScholarshipsPremiumFunding education without unnecessary debt.
  6. Helping Adult Kids Without Wrecking Your RetirementPremiumHelp that builds independence — without sacrificing your own security.
Life Transitions & Major Events Premium only

The big pivots and non-traditional paths — status changes, new countries, and going it your own way.

  1. Financial Implications of Marriage and DivorcePremiumProperty, support, and protecting yourself legally.
  2. Separation & Divorce: The Financial PlaybookPremiumImmediate steps, dividing property, splitting registered assets, rebuilding.
  3. Common-Law vs. Married: Rights, Taxes & ProtectionsPremiumTax sameness, the property-rights gap by province, and protecting each other.
  4. Financial Planning for Newcomers to CanadaPremiumBuilding credit, banking, and benefits as a new resident.
  5. LGBT & Non-Traditional Family-Building FinancesPremiumCosts of IVF, surrogacy, and adoption, plus Canadian rules and legal steps.
  6. Solo Finances: Building Wealth on a Single IncomePremiumA bigger safety net, the solo advantages, and planning the long game.
Economy & Markets Premium only

Understand the forces shaping your money from the outside.

  1. Understanding Economic IndicatorsPremiumGDP, CPI, unemployment, and what they signal.
  2. Impact of Global Events on Personal FinancePremiumHow crises and shocks ripple into your wallet.
  3. The Role of Economic PolicyPremiumCentral banks, fiscal policy, and your finances.
  4. The Impact of Globalization on FinancePremiumInterconnected markets and what it means for you.
  5. Understanding Mergers and AcquisitionsPremiumWhy companies combine and how it affects investors.
  6. Understanding the Circular EconomyPremiumSustainable economic models and emerging opportunities.
  7. Evaluating the Costs of Higher EducationPremiumROI of degrees and smarter ways to pay for them.
Money Psychology & Behaviour 2 of 5 in Essentials

The inner game — biases, influences, and mindset that drive every decision.

  1. Understanding Behavioural FinanceEssentialsThe biases that sabotage rational money decisions.
  2. Social Media & Spending HabitsPremiumHow feeds shape lifestyle inflation and FOMO buying.
  3. The Sharing Economy & Your WalletPremiumEarning and saving through access-over-ownership models.
  4. A Growth Mindset in FinanceEssentialsTreating money skills as learnable, not fixed.
  5. Money Mindset: Own It, Live It, See ItPremiumOwn what you buy, spend on experiences, and keep your future in view.
Fintech & Emerging Trends Premium only

The technology reshaping how Canadians save, invest, and transact.

  1. The Role of Financial Technology (Fintech)PremiumHow apps and platforms are changing personal finance.
  2. The Impact of Technology on Personal FinancePremiumAutomation, aggregation, and the connected money stack.
  3. Cryptocurrency: A New FrontierPremiumWhat crypto is, the risks, and a sober Canadian take.
  4. The Role of Blockchain in FinancePremiumThe technology beneath crypto and its real applications.
  5. The Impact of AI on Financial ServicesPremiumRobo-advice, fraud detection, and AI-driven planning.
  6. The Role of Micro-Investing PlatformsPremiumRound-ups and spare-change investing apps.
  7. Evaluating Peer-to-Peer LendingPremiumLending and borrowing outside traditional banks.
  8. Automation's Impact on Jobs and FinancesPremiumPreparing your career and finances for a shifting economy.
Ethics, Society & Sustainable Finance Premium only

Align your money with your values and understand finance's wider role.

  1. The Role of Ethics in FinancePremiumTrust, conflicts of interest, and doing money right.
  2. Corporate Social Responsibility (CSR)PremiumHow company conduct affects value and investors.
  3. Exploring Green InvestmentsPremiumESG funds, greenwashing, and investing sustainably.
  4. Climate Change & Your InvestmentsPremiumTransition risk, opportunity, and portfolio impact.
  5. The Role of Philanthropy in FinancePremiumStrategic giving and building a legacy of impact.
  6. Cultural Differences in FinancePremiumHow culture shapes money attitudes and decisions.

18 learning paths, 150+ topics — and fresh ones added regularly.

Pricing for businesses

Simple plans that scale with your team

Try it risk-free for 14 days. If your team isn't getting value, we'll refund every dollar — no questions asked.

Essentials
For startups & small teams getting started with financial education.
$300/ month
Billed annually — $3,600/year
Up to 250 employeesabout $1.20 each / month
Get started
50 core courses — your financial foundations
Basic reporting & tracking
Self-paced learning
Secure SSO platform
Premium
For growing businesses that want deeper insight and strategy training.
$500/ month
Billed annually — $6,000/year
Up to 1,000 employeesabout $0.50 each / month
Get started
Everything in Essentials, plus:
All 150+ courses — 100 advanced & specialized added
Advanced analytics & tracking
Personalized onboarding
Advanced investing & wealth-building strategies
Enterprise
For large organizations that need a tailored, branded solution.
$750/ month
Billed annually — $9,000/year
Up to 10,000 employeesfrom about $0.08 each / month
Talk to sales
Everything in Premium, plus:
Host your own content
Dedicated account manager
Onboarding + annual strategy call with our founder
Not sure which fits? Book a free demo and we'll help you choose.
Buying for a brokerage, payroll, or benefits firm? Partner pricing is available.See partner plans →

Ready to invest in your team?

Roll out financial wellness in days, not months — with Canadian content your people will actually use.

Get started
Pricing billed annually. Per-employee cost shown at maximum plan capacity. Curriculum current to 2026 and updated regularly.

Every plan includes

Mobile & desktop
Learn anytime, anywhere
Continuous updates
Fresh courses added often
Gamification & badges
Motivation through rewards
Certificates
Recognize achievement
SSO & security
Enterprise-grade access
Responsive support
Help when you need it
Reporting & analytics
Track engagement & progress
Intuitive UX
Hosted on LearnUpon, an industry-leading LMS
ROI Calculator

See what financial stress is costing you — and what you'd get back.

Enter your team size and pick a plan. We'll estimate the productivity you're losing to money stress today, the turnover it's driving, and your return on investing in Wealthy Unicorn.

Your team
Which plan are you considering?
Billed annually. 14-day money-back guarantee.
Number of employees 100
Average annual salary $65,000
Used to value both lost work time and turnover.
Productivity
% of team financially stressed 36%
National Payroll Institute, 2025: 36% of Canadian workers.
Minutes/day lost to money stress 15 min
NPI: 51% lose at least 15 min/day; 6% lose 90+.
Productivity recovered by the program 25%
Conservative illustrative estimate of lost time regained.
Retention
Annual employee turnover 12%
Cross-industry average runs ~10–13% (LinkedIn).
Cost to replace an employee 33% of salary
SHRM puts this at 50–200%; default is deliberately conservative.
Stress-driven turnover the program prevents 15%
Share of at-risk departures avoided. Conservative estimate.
Your estimated return
436%
return on your annual investment
Financial stress is costing you about $73,125/yr in lost productivity today.
Productivity recovered
$18,281
Retention savings
$13,899
Plan cost / yr
$6,000
Net benefit / yr
$26,180
Where your recovered value goesPayback ≈ 2 mo
Plan cost Net gain to you
Book a free demo →

That's about $5.00 per employee per month.

Estimates are illustrative and for planning purposes only. Productivity figures derive from the National Payroll Institute's 2025 Survey of Working Canadians (financial stress costs Canadian businesses $69.5B/yr; 36% of workers are financially stressed; over half lose 15+ minutes a day to money worries). Retention figures reflect that financially stressed employees are roughly twice as likely to seek a new job, with replacement cost benchmarked against SHRM's 50–200%-of-salary range (default set conservatively at 33%). Recovery and turnover-reduction rates are conservative illustrative assumptions; individual results will vary.

Risk-free

Love it in 14 days, or we'll make it right.

Empower your team, lift financial literacy, and drive results — with zero risk. If you don't love Wealthy Unicorn in the first 14 days, we'll fix it or refund you. No hassle.

Explore plans

*Applies to Essentials & Premium plans.

14
Day money-back guarantee
For group benefits partners

Win and keep accounts with a benefit they'll actually use.

Add financial education to your group benefits offering — white-labelled and built to differentiate your book of business.

Branded or white-label portal
Your brand, our platform.
Scalable per-user pricing
Margins that work across your book.
Group-level engagement reports
Show clients the value, renewal after renewal.
Dedicated success manager
Plus sales & marketing support.
Partner Plan

Let's build your offering

Custom pricing for brokerages, payroll providers, and group benefits firms. Unlimited users, full white-label, centralized client management.

Become a partner
What people say

Real teams. Real partners. Real results.

★★★★★

The content is well written and easy to digest — a great intro to financial literacy, especially for young professionals and new Canadians. It's easy to implement and makes us look good for offering a modern wellness solution.

AAndrew N.Group benefits partner
★★★★★

Wealthy Unicorn gave our team six months of access and it was a really positive experience. Staff loved the self-paced format and the tone is non-intimidating, easy to follow, and genuinely supportive.

MLMichelle L.Team lead · Google review
★★★★★

Exceptional service and product quality from A to Z. The online course platform is very user friendly and its content is incredibly valuable.

ABAlana B.Google review
★★★★★

Wealth of knowledge! Thank you for giving me the tools to achieve financial freedom.

CCClarissa C.Google review
91%
of employees say financial benefits affect their loyalty to an employer.Wealthsimple for Business, 2025
150+
bite-sized courses built for the Canadian financial reality.
36%
of Canadian workers are financially stressed — your team is not immune.National Payroll Institute, 2025
Brandon Berish, founder
Meet the founder

Brandon Berish

Most financial decisions aren't really about money. They're about uncertainty.

Over the past twenty years, I've worked across banking, investing, wealth management, entrepreneurship, business leadership, and financial education. What I've learned is that people rarely have an information problem. More often, they have a clarity problem. Many don't know which questions they should be asking in the first place.

That's the problem Wealthy Unicorn was built to solve.

I studied sociology before I studied finance. That turned out to matter more than I expected. Sociology taught me that behaviour, incentives, relationships, and emotion shape almost every decision people make — including financial ones. The numbers matter, of course. But after two decades around money, I've learned that the human side is often what determines the outcome.

Along the way, I completed an MBA at Tel Aviv University and spent years helping individuals and businesses navigate important decisions from multiple perspectives — as a banker, advisor, investor, entrepreneur, educator, employer, and employee. That breadth of experience taught me that financial confidence doesn't come from having access to more information. It comes from understanding what matters, knowing what questions to ask, and having the confidence to act.

By 2020, it had become clear that Canadians were looking for more support when it came to money, and employers were increasingly searching for meaningful benefits that could improve employee wellbeing. Financial stress was affecting productivity, engagement, retention, and overall quality of life, yet financial education remained largely overlooked in the workplace.

I founded Wealthy Unicorn to help close that gap.

Today, Wealthy Unicorn provides practical, engaging financial education that helps employees build confidence in the financial decisions they face every day. From budgeting and debt management to investing, homeownership, retirement planning, and more, our goal is simple: make financial education accessible, relevant, and useful in the real world.

Because when people feel more confident about money, they make better decisions, experience less stress, and show up more fully at work and in life.

MBA, Entrepreneurship & Business Strategy
20+ years in financial services & education
Helped thousands of Canadians build confidence
Smart spending

Your training spend may be tax-deductible.

Investing in your team's financial education isn't just good for morale — it may qualify as a deductible business expense under CRA guidelines. Check with your CFO, accountant, or tax advisor to see what applies.

Talk to our teamSee pricing
Wealthy Unicorn — inclusive by design: financial education that feels welcoming, judgment-free, and built for every employee
Our commitment

Wealth should feel accessible — for everyone.

🏳️‍🌈 LGBTQIA+ Affirming

Wealthy Unicorn is proud to support LGBTQIA+ advocacy through our social impact pledge. We believe financial education should be judgment-free, comfortable, and truly inclusive — so every employee can engage with confidence.

When you partner with us, you're not just investing in your team's financial wellbeing. You're helping build a more inclusive, financially empowered Canada.

Proud to partner with
Not buying for a team?

Looking for personal financial coaching?

Wealthy Unicorn is built for employers and benefits partners. If you're an individual who wants 1-on-1 guidance on your own money, our founder's coaching practice — Wealth Unfiltered — is built for you. Independent advice, no products, no commissions.

FAQ

Questions, answered.

Everything employers and benefits partners tend to ask before getting started with Wealthy Unicorn.

What is Wealthy Unicorn, and how does it work?

Wealthy Unicorn is an online financial-education academy built for Canadian teams. Employers give their people structured, self-paced courses covering real-world money topics — turning financial stress into financial confidence. Learning happens on mobile or desktop, with progress tracking and completion certificates so businesses can see results.

Who is the platform designed for?

Wealthy Unicorn is built for employers who want to offer financial education as a benefit, and for group benefits partners — brokerages, payroll providers, and benefits firms — who want to add it to what they offer clients. Individuals looking for personal, 1-on-1 money guidance are served by our founder's separate practice, Wealth Unfiltered.

What's the difference between Wealthy Unicorn and Wealth Unfiltered?

Wealthy Unicorn is the team-based academy that employers buy for their staff. Wealth Unfiltered is the founder's independent 1-on-1 coaching practice for individuals — independent advice with no products and no commissions. If you're buying for a team, you want Wealthy Unicorn; if you're an individual seeking personal guidance, Wealth Unfiltered is the right fit.

What's included in each plan, and what does it cost?
  • Essentials — $300/mo (billed annually, $3,600/yr): 50 core financial courses, basic reporting, self-paced learning, secure SSO. Up to 250 employees.
  • Premium — $500/mo ($6,000/yr): everything in Essentials, plus 150+ advanced courses, advanced analytics, personalized onboarding, and advanced investing & wealth-building strategies. Up to 1,000 employees.
  • Enterprise — $750/mo ($9,000/yr): everything in Premium, plus the ability to host your own content, a dedicated account manager, and an annual strategy call with our founder. Up to 10,000 employees.
  • Partner Plan — custom pricing for brokerages, payroll providers, and benefits firms: full white-label, unlimited users, and centralized client management.
Can I try it before committing?

You can book a free, no-pressure 1-on-1 discovery call where we'll walk you through the platform and help you choose the right plan. Essentials and Premium also come with a 14-day money-back guarantee — if your team isn't getting value, we'll make it right or refund you.

Can I buy online, or do I have to talk to sales?

Essentials and Premium can be purchased directly online. Enterprise and Partner plans start with a discovery call so we can tailor the setup to your organization.

What reporting and analytics do businesses get?

All plans include analytics and progress tracking — completion rates, quiz results, and engagement metrics — so you can measure learning outcomes across individuals and teams from day one. Premium and higher plans add advanced analytics for deeper insight, and administrators can set role-based permissions and access levels.

Is the platform available in French, and who is the content written for?

Yes — the platform and courses are offered in English and French. The content is made in Canada, judgment-free, and inclusive — written to resonate with diverse teams, including LGBTQIA+ professionals — so everyone feels comfortable building their financial confidence.

Can we add our branding or upload our own content?

Branded and white-label portals are available through our Enterprise and Partner plans, and both let you host your own content alongside our course library. Wealthy Unicorn is delivered on LearnUpon, an industry-leading learning platform with enterprise-grade security and Single Sign-On (SSO).

Do you have a program for benefits brokers or payroll providers?

Yes — our Partner Plan is a custom, fully white-labeled option for brokerages, payroll providers, and group benefits firms. It includes unlimited users and centralized client management so you can offer financial education to your clients under your own brand. Contact us to discuss pricing.

Still have a question? Book a free discovery call or e-mail hello@wealthyunicorn.com.

Book a demo

See Wealthy Unicorn in action

Book a free 1-on-1 discovery call. We'll walk you through the platform, help you choose the right plan, and answer every question — whether you're an employer or a benefits partner.

A live, no-pressure walkthrough
A plan recommendation for your team
Partner & white-label options
Book your discovery callSee pricing

Prefer e-mail? Reach us at hello@wealthyunicorn.com