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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
100+ 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.

100+ 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

100+ bite-sized courses built for the Canadian financial reality — RRSPs, TFSAs, credit, retirement, and beyond:

Budgeting Basics
Investment Fundamentals
Homeownership Readiness
RRSPs & TFSAs
Understanding Credit
Debt Management
Tax Efficiency
Retirement Readiness
Portfolio Diversification
Family Financial Planning
Fintech Tools
Estate Planning Basics
Beyond ETFs & Mutual Funds
Real Estate Investing
Business & Entrepreneurship
Income Diversification
Evaluating Financial Advisors
International Investing
Economic & Market Trends
Behavioural Finance
Financial Decision-Making
Corporate Finance
Avoiding Financial Scams
RESPs & Education Savings

…and many more, with fresh courses 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 financial courses
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:
100+ advanced courses, updated often
Advanced analytics & tracking
Personalized onboarding
Leadership & strategy modules
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 →

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
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
100+
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.

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 100+ advanced courses, advanced analytics, personalized onboarding, and leadership & strategy modules. 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