Plan Your Finances Academy
Course Offers
Financial education for Canadians, taught by Marcel LeBlanc, CFP®, CIM — pick a single module, a bundle, or the complete series.
Pick a module or get the full course
Each module is a standalone lesson you can take at your own pace.
Financial Planning Essentials
Master the fundamentals of personal finance: cash flow management, insurance protection, debt strategy, and the 4-stage Wealth Summit framework Marcel uses with every client.
Retirement Planning Explained
Learn how to measure your net worth, manage your cash flow, and set real retirement savings goals using The Amplified Ascent — Marcel's 3-pillar framework. Includes the Financial Checkup Calculator tool.
Saving & Investment Options
Learn the complete landscape of Canadian savings and investment accounts — RRSPs, TFSAs, FHSAs, RESPs, and more — alongside the investment products that go inside them. Guided by the Capital Strategy Circuit framework.
Savings & Investment Strategies
Put it all together with the Integrated Wealth Framework — Marcel's system for building, protecting, and eventually drawing down your wealth. From your first emergency fund to your retirement income strategy.
Foundations Duo
Modules 1 & 2
Cash flow to retirement plan — the two modules every Canadian needs first. Learn the financial planning essentials and build your retirement roadmap with Marcel's Wealth Summit and Amplified Ascent frameworks. Includes the Financial Checkup Calculator. Save $29 vs. buying separately.
Investor Duo
Modules 3 & 4
From “what should I invest in” to “here's my plan” — in two focused modules. Understand every Canadian account type, every major investment product, and how to build the strategy that works for your life. Save $29 vs. buying separately.
Full Course
All 4 Modules
Designed for anyone who wants to put their money to work and understand exactly what they're doing as they do it — from young professionals building savings to established individuals growing and protecting their assets. Covers financial planning basics, the 3 pillars of retirement, savings & investment plans, and bringing it all together into one complete accumulation-to-decumulation strategy.
Your Instructor
Marcel LeBlanc
CFP®, CIM — Certified Financial Planner & Chartered Investment Manager
Marcel LeBlanc, CFP®, CIM, brings two decades of experience in financial planning and wealth management. A licensed insurance broker since 2008, he helps Canadians make informed financial decisions with clarity and confidence.
Not sure which module is right for you?
Book a free intro call and Marcel can point you to the right one.