Learning Academy
Plan Your Finances
Take control of your finances and build your best life. A practical, jargon-free financial education course for Canadians, taught by Marcel LeBlanc, CFP, CIM, plus free advice every week on YouTube and the blog.
Inside the academy
Four focused modules that take you from the essentials to a complete, confident plan.
Financial Planning Essentials
Cash flow management, personal insurance, debt reduction, and the foundational concepts everything builds on, across four planning stages: cash flow, financial security, financial advancement, and wealth & estate planning.
Watch intro (free)Retirement Planning Explained
Build your retirement foundation with a simple three-step process: measure your net worth, manage current and future cash flow, and set clear retirement savings goals. Includes the Financial Checkup Assessment Tool.
Watch intro (free)Saving & Investment Options
Understand registered accounts (RRSP, TFSA, FHSA, RESP), non-registered accounts, and investment products, from guaranteed savings and fixed income to equities and alternatives, plus portfolio management strategies.
Watch intro (free)Savings & Investment Strategies
Put it all together with accumulation zones and a three-step savings framework: short-term cash, emergency reserves, and long-term retirement savings, with clear visual frameworks for accumulation and decumulation.
Watch intro (free)Watch the free course intro
See exactly what's inside the Plan Your Finances Academy and how each module works.
The Plan Your Finances Academy
Take control of your financial future, one step at a time.
- All 4 modules, online and self-paced
- A live 90-minute session with Marcel for each module
- Q&A access during the live sessions
- One-time payment for full-series access
Free advice on YouTube
Marcel shares plain-language financial advice on YouTube, no signup, no cost. Subscribe and learn at your own pace.
From the blog
Plain-language money insights from Marcel, free to read.
Receiving a Bonus or Retirement Allowance? Don't Let the “Tax Filter” Eat Your Lump Sum
2025 Market Review: Staying the Course
Beyond Basic Protection: Leveraging Participating Whole Life for Strategic Wealth Management
Maximize Your Retirement Income: Timing Your CPP Strategically
Ready to build real financial confidence?
Join the Plan Your Finances Academy, or book a free intro call to see where to start.