Information isn't the problem. The incentives behind the advice are.
You need a second opinion from someone with nothing to gain from it.
Wealthy Unicorn has helped thousands of Canadians build financial confidence.
Wealth Unfiltered exists for the questions that don't have simple answers.
The gap between knowing and doing is almost always about confidence, not intelligence.
Source: FP Canada Financial Stress Index 2025
Commissions. Fees. Referral arrangements. The advice you get is shaped by the incentives behind it.
We don't sell investments, insurance, or lending products. No referral fees. No kickbacks. Our only interest is your financial clarity.
If your setup is great, we'll say so. If it's quietly costing you, we'll show you exactly how much — and what to do.
TFSAs, RRSPs, RESPs, mortgages, retirement planning, and the financial decisions Canadians actually make. Sessions available in English and French.
Wealth Unfiltered is proud to support LGBTQIA+ advocacy through Wealthy Unicorn's social impact pledge. Wealth should feel accessible, comfortable, and judgment-free.
All prices in CAD. Corporate rates available — email hello@wealthyunicorn.com about group sessions for Wealthy Unicorn employer clients. Available virtually across Canada.
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 what Wealth Unfiltered is for.
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 the best decisions rarely come from having more information. They come from thinking more clearly.
In 2020, I founded Wealthy Unicorn to make financial education more accessible, engaging, and practical. Since then, we've helped thousands of Canadians build financial confidence through real-world financial education.
What surprised me was what happened next. After presentations, workshops, and courses, people would often reach out with a question they didn't feel comfortable asking elsewhere. Sometimes it was about investing. Sometimes it was a home purchase, retirement, debt, an inheritance, a business opportunity, or simply whether the advice they were getting made sense.
What they were really looking for wasn't more information. They wanted someone they could think out loud with.
That's why I created Wealth Unfiltered.
I don't sell investments, insurance, mortgages, or financial products anymore. My role isn't to tell you what to do. It's to help you think more clearly about the decision in front of you, ask better questions, and move forward with greater confidence.
If you're facing a financial decision that's keeping you up at night, that's exactly what this is for.