How It Works Pricing About
Independent • No Products • No Commissions

You're successful.
So why does money still feel
more complicated than it should?

At a certain point, information stops helping.
You need a second opinion from someone with nothing to sell you.

Wealthy Unicorn has helped thousands of Canadians build financial confidence.
Wealth Unfiltered exists for the questions that don't have simple answers.

See pricing
20+ years in banking, investing & financial education
MBA · Founder · Investor
No commissions. Ever.
Thousands educated through Wealthy Unicorn
Independent thinking only
Second opinions for life's biggest financial decisions
Why this matters

The cost isn't always obvious.

Most people don't avoid financial decisions because they're irresponsible.
They avoid them because they don't want to make the wrong one.

42%
of Canadians say money is their number one source of stress.
52%
fear making the wrong financial decision — so they make none at all.
60%
of Canadians who work with a financial professional feel hopeful about their future.
82%
have never received advice from a financial professional.

Source: FP Canada Financial Stress Index 2025

Sound familiar?

Questions people secretly want answers to.

💸
I feel like I'm not investing the right way
Good.I'll look at what you actually have and why — and tell you exactly what's working and what isn't.
🏦
I'm not sure I trust my current advisor
Good.If that thought has crossed your mind, it's worth investigating. Hidden fees and biased recommendations cost Canadians billions every year. Let's find out together.
📊
I make good money but I'm not getting ahead
Good.High income and financial progress are not the same thing. There's almost always a gap — and it's almost always fixable.
🏖️
I want to retire earlier than planned
Good.Almost always possible. It just requires knowing your number and a realistic path to it. Most people have never run that math clearly.
💰
My savings are just sitting in a bank account
Good.Idle cash loses value to inflation every month. Higher-yield options exist — your bank just won't offer them proactively. One of the easiest wins there is.
💳
I need a real plan to get out of debt
Good.The first step is triage, not motivation. Knowing which debt to attack first changes everything. There's a plan here. We'll build it.
🏠
I just inherited money and don't know what to do
Good.Inherited money carries emotional weight and real complexity. Rushing is the biggest mistake. Let's map your options first.
🤔
I want a second opinion on my financial plan
Good.One of the smartest financial moves you can make. If something feels off, it usually is.
📱
I don't trust financial advice I find online
Good.You're right not to. Most financial content online is tied to affiliate deals or personal agendas. I have nothing to sell — only clarity to give.
🎯
I just want someone honest to talk to
Good.That's exactly what this is. Not comfortable. Not cheerleading. Just experienced, honest financial thinking applied to your situation.
Why this is different

Most financial advice has a hidden agenda.

Commissions. Fees. Referral arrangements. The advice you get is shaped by the incentives behind it.

🚫

Zero product conflicts

We don't sell investments, insurance, or lending products. No referral fees. No kickbacks. Our only interest is your financial clarity.

🔥

Honest answers, even when they're inconvenient

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.

🇨🇦

Built for Canadians

TFSAs, RRSPs, RESPs, mortgages, retirement planning, and the financial decisions Canadians actually make. Sessions available in English and French.

🏳️‍🌈

LGBTQIA+ affirming

Wealth Unfiltered is proud to support LGBTQIA+ advocacy through Wealthy Unicorn's social impact pledge. Wealth should feel accessible, comfortable, and judgment-free.

What you get
Bank / Advisor
Wealth Unfiltered
Independent perspective
No product incentives
Second opinions
Educational approach
Canadian focus
Debt & estate conversations
Partial
No sales targets
LGBTQIA+ affirming
Varies
Product quotas
Broader financial discussions
Mixed
Holistic approach
Depends
What this is

Wealth Unfiltered is. And is not.

✓  Wealth Unfiltered is:

  • Independent financial strategy, clearly explained
  • Honest second opinions on your current setup
  • Personalized guidance for your exact situation
  • A sounding board for decisions that keep you up at night
  • Straight answers, not rehearsed ones
  • Clear answers to questions most advisors avoid
  • An experienced second opinion when the stakes feel high

✗  Wealth Unfiltered is not:

  • Investment management or portfolio services
  • Legal or tax filing advice
  • Product sales of any kind
  • Insurance pitching
  • A motivational seminar
  • Generic mindset coaching
  • Advice tied to commissions, AUM, or referral fees
Run the numbers

See what the decisions actually cost.

These are rough estimates — useful for thinking, not for filing taxes. For decisions that matter, bring the numbers to a session.

Run the numbers before your next big decision.

$
$
%
yrs
Total value
$0
Amount invested$0
Investment gains$0
Based on annual compounding. Does not account for inflation, taxes, or fees.
$
%
$
Paid off in
0 months
Total paid$0
Interest paid$0
Increasing your monthly payment by even $50–100 can save thousands in interest.
yrs
yrs
$
$
%
$
Projected nest egg
$0
Years to retirement0
Total contributions$0
Investment growth$0
Sustainable monthly income$0/mo
Monthly gap$0
Estimate only. Does not account for CPP, OAS, inflation, or taxes. For a personalised retirement picture, bring these numbers to a session.
$
$
%
yrs
Monthly payment
$0
Total paid over term$0
Total interest paid$0
Canadian mortgages compound semi-annually. This uses monthly compounding as an approximation.
$
%
%
yrs
Fees paid over term
$0
Annual fee (year 1)$0
Lost growth on fees$0
Portfolio with fees$0
Portfolio without fees$0
Total cost of fees$0
The average Canadian mutual fund MER is ~2%. ETFs often charge 0.1–0.25%. This shows the real long-term cost of that difference.
$
$
yrs
Recommendation
Current marginal tax rate
Estimated retirement rate
RRSP refund estimate
Rate advantage
This is a starting point, not a filing decision. The right answer depends on your full picture — which is exactly what a session is for.

Numbers making you think? Bring them to a session.

Investment in yourself

Simple, transparent pricing.

🔍
The Checkup
A 45-minute deep dive into whatever is on your financial mind.
For questions that won't leave your head.
Get clarity on investing, debt, real estate, retirement, or whatever feels uncertain right now.
Ideal when you need a trusted second opinion before making your next move.
🎉 Launch Pricing — Ends Sep 30, 2026
Regular price $199 CAD
$149
one session · 45 minutes · CAD
  • 45-min 1:1 video session with Brandon
  • Pre-session intake reviewed in advance
  • Written action summary within 24 hrs
  • Cover whatever is most pressing — no topic limit
  • Zero products, zero pitch
Book The Checkup →
Best Value
🧭
The Retainer
A full year of expert financial strategy. Includes full Wealthy Unicorn Academy access.
For people who want ongoing guidance instead of one-off conversations.
Life changes. Markets change. Priorities change.
Have an experienced second set of eyes in your corner all year.
🎉 Launch Pricing — Ends Sep 30, 2026
Regular price $1,499/year CAD
$999
per year · 1 session/month · CAD
  • 1 × 45-min session per month (12/year)
  • Ongoing accountability check-ins
  • Priority booking, always
  • Email access between sessions
  • Cumulative progress tracking
  • Cancel anytime before annual renewal
Start The Retainer →

All prices in CAD. Corporate rates available — email hello@wealthyunicorn.com about group sessions for Wealthy Unicorn employer clients. Available virtually across Canada.

Google Reviews · 4.8 stars

What clients say.

★★★★★

Excellent financial advice & service! Highly recommend.

MP
Massimo P.
Google Review
★★★★★

Completely changed the way I think about money. Their approach made financial concepts click for me in a way nothing else had before.

RA
Rosaly A.
Google Review
★★★★★

Brandon has experience working in the financial industry combined with an understanding of what will add value to your life. Highly recommend.

LM
Laura M.
Google Review
★★★★★

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

CC
Clarissa C.
Google Review
★★★★★

Brandon at Wealthy Unicorn has given me some excellent financial advice. I highly recommend working with them!

CE
Chelsea E.
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.

AB
Alana B.
Google Review
Brandon Berish, founder of <a href=Wealthy Unicorn" style="border-radius:50%;object-position:center top">
B
Meet the founder

Brandon Berish.

Bearish on average. Bullish on exceptional.

I've spent two decades inside banking, investing, and financial education — watching how products get sold, how incentives shape advice, and how people quietly lose money without realizing it.

After building Wealthy Unicorn, people kept asking if they could work with me directly.

Wealth Unfiltered exists because sometimes you don't need another advisor. You need someone willing to tell you what they actually think.

— Brandon, Founder
Wealthy Unicorn · Wealth Unfiltered
Giving back

Proud to support Tel Aviv University.


Wealth Unfiltered donates 10% of annual profits to graduate research at Tel Aviv University focused on rare autoimmune diseases.

Every session contributes to research that receives far too little funding and attention.

The scholarship supports master's degree students at Tel Aviv University's Department of Microbiology and Immunology whose research focuses on scleroderma and rare autoimmune diseases — work that advances the understanding, treatment, and potential cures for conditions that affect millions of people with too little attention and funding.

This scholarship was established in memory of Brandon's mother, Marla — because some legacies are worth building a business around.

10%
of annual profits
donated to the fund
#7
Globally for producing
entrepreneurs (PitchBook 2025)
#97
US News Best
Global Universities
Top 10
Research citations
per faculty (global)
#86
Globally in
Biology & Medical Research
🎓
The Scholarship
Supporting graduate students at Tel Aviv University's Department of Microbiology & Immunology researching scleroderma and rare autoimmune diseases.
Why it matters
Scleroderma affects an estimated 300,000 North Americans. It is under-funded, under-researched, and often misunderstood. These students are changing that.
Every session you book contributes directly to this research.
Got questions?

Frequently asked questions.

You fill in a short intake form so Brandon can come prepared. The session is a direct conversation — no slides, no pitch. You leave with clear written notes and next steps.
Some extended health plans cover financial counselling. Check with your HR team. If your employer uses Wealthy Unicorn already, ask about corporate rates.
Absolutely. Couples often have the most to gain from a session — financial alignment between partners is one of the highest-leverage things you can work on together. Both of you joining the call is encouraged.
Oui. Brandon est parfaitement bilingue. Sessions are available in English or French — just indicate your preference when booking.

Brandon brings over 20 years of experience across Canadian banking, investing, sales, and financial education.

Think of this as having an experienced financial insider in your corner — helping you ask better questions, challenge assumptions, and make clearer decisions.

We don't manage investments or sell products. We help you think better about money.

The Checkup is built exactly for that. One focused 45-minute session on one topic — mortgage renewal, TFSA vs RRSP, debt payoff strategy, whatever it is. You get a clear answer and a written follow-up.
Select your session below and you'll be taken to a secure Stripe checkout. Once payment is complete, you'll receive a confirmation with a link to book your session time directly in Brandon's calendar.

The best way to get answers is a real conversation.

The questions that don't have simple answers deserve a real conversation.

You've probably spent more time thinking about your financial decisions than talking them through. Let's fix that.