Three ways to work with Wealth OS. Every tier builds on the last.
or $899/year · CAD + GST
14 days free to start · cancel anytime
“Price is what you pay. Value is what you get.”
No. Wealth OS is built for coaches, contractors, and entrepreneurs across home-service and small business. If you run a profitable business and want to invest properly outside of it, you're a fit. The trades background is where the framework was forged, and the principles apply broadly.
Membership ($99/month or $899/year, CAD + GST) is the full Wealth OS system: the Academy courses with action steps, your net worth tracker and wealth plan, the personal budget, the Real Estate Deal Analyzer, property books for the rentals you own, the community and Deal Room, and every handout and template.
No. Wealth OS is education and coaching. We teach the frameworks, share what has worked, and help you build your own plan, but Brad is not a licensed financial advisor, and nothing here is personalized investment advice. Always do your own due diligence and consult licensed professionals for your specific situation.
Yes. Membership starts with 14 days free. You add a card at checkout and get full access. Cancel any time before the 14 days are up and you won’t be charged. One free trial per person.
Yes. Membership is month-to-month with no long-term contract. Cancel whenever it's no longer serving you.
Implementation is 1-on-1. You get a 2.5-hour 1-on-1 working session on Zoom every two weeks, personalized business and financial-structuring guidance, direct access to Brad, and deal reviews. The full framework installed in your specific business and life. Membership is the self-paced curriculum plus group support.
Invite-only. For members ready to co-invest alongside Brad in vetted real estate and business deals: syndications, acquisitions, capital-raising partnerships, and succession planning. Start the conversation by booking a call.
“The most important investment you can make is in yourself.”
Book a free discovery call and we'll map the right path for where your business and wealth are today.