LIMITED ADMISSIONS — ENROLLMENT ENDS SOON
YOUR TRANSFORMATION IS ABOUT TO BEGIN
Access to the tools, mentorship, and education designed to help you reclaim financial control, build wealth and break generational limits.
The 3 Phase Process
Explained...
1
Align
Rewire your mindset to align your financial goals with action. Say goodbye to surviving and hello to thriving
2
Architect
Maximize your income. Pick your asset classes and automate your wealth systems tax efficiently
3
Accelerate
Retire early through investment mastery, mentorship and ongoing accountability with our community of Achievers
Challenge 1
Behavioural Finance
Master your finances by breaking free from destructive money habits. In the Legaciii Challenge, you will learn:
Understand the psychology behind how you make financial decisions
How behavioural finance influences your daily money choices
How companies use neuromarketing to keep you overspending
How to rewire your financial mindset to build wealth faster
Challenge 2
Cashflow Optimization
Every dollar should be working for you. The Legaciii Challenge teaches you how to:
Create a budget that aligns with your financial goals
Assign a purpose to every dollar
Automate your financial systems
Build a holistic plan that maximizes your income
Challenge 3
Debt Elimination
Say goodbye to stress and high interest debt. You will learn how to:
Implement proven debt-repayment strategies
Build or Improve your credit score
Shift the power of compounding in your favour
Shift from debt driven living to wealth creation
Challenge 4
Risk Management
Life is unpredictable protect your financial foundation. The Legaciii Challenge helps you:
Build a bulletproof risk management system
Safeguard your cashflow from emergencies
Understand insurance and risk tools like a pro
Stay prepared for life’s curveballs
Challenge 5
Investment Secrets
Unlock Canada’s best kept investing strategies. You will discover how to:
Select the right investment portfolios
Build a tax efficient investment plan
Automate your investment growth
Create a lifelong investment system
Challenge 6
Pathways to Homeownership
Step into real estate with confidence. The Legaciii Challenge covers:
Smart strategies for buying your first home
Insights for protecting real estate through corporate structures
Ways to build long term real estate wealth
Foundations for financially secure homeownership
Challenge 7
Wealth Tax Planning
If you feel over taxed, you’re not wrong. The Challenge reveals:
Key tax reduction strategies
How to shelter your estate from capital gains
How to accelerate your investment growth tax efficiently
How the wealthy legally lower their taxes
Challenge 8
Legacy Planning
Start thinking like the wealthy. You’ll learn how to:
Build an effective estate plan
Avoid common retirement and estate planning mistakes
Maximize resources to grow your estate
Protect your legacy from financial predators
Challenge 9
Retirement Planning 101
You’ve built the bag — now protect it. The Legaciii Challenge teaches you how to:
Recession proof your retirement
Build a reliable, abundant retirement plan
Unlock strategies for predictable long term income
Design the retirement your younger self dreamed of
Challenge 10
Estate Planning 101
True generational wealth is built here. In this final challenge, you’ll learn:
How to ensure a smooth estate transfer
Legal and financial tools to protect your assets
Strategies that keep your wealth in the family
How to secure prosperity for generations
Value You Can Expect
Financial clarity
ACCOUNTABILITY
A Financial Shift
wealth building systems
Insightful newsletters
A Robust e-Library
Bespoke coaching
Holistic financial PlanNING
A Early Retirement PATHWAY
TESTIMONIALS
What Alumni's Are Saying
"I’ve taken other financial courses, but nothing compares to the depth and personalization of this Challenge"
- Mark, Freelancer
"This Challenge was a game changer!"
- Emily, Entreprenuer
Our Unmatched Guarantee
We stand behind the quality and effectiveness of The Legaciii Challenge. Upon completing all 10 challenges in its entirety and have not seen a positive change in your finances we'll refund your investment 100% - no questions asked.
Have Questions
Find The Answers
What makes the Legaciii Challenge different?
The Legaciii Challenge goes beyond financial education. It combines licensed strategy, execution-focused frameworks, and accountability inside a disciplined community of high achievers. The result is clarity, confidence, and real wealth systems, not just information. Entry through The Legaciii Challenge is backed by our Love It or Leave It Guarantee, so there’s zero downside to stepping inside.
Is the Challenge relevant if I live outside Canada or the U.S.?
Both. The Legaciii Challenge is built for high-earning achievers in Canada and the U.S., with principles that also support internationally minded members. While examples and frameworks are primarily North American, the focus on wealth strategy, behavioral finance, and legacy thinking translates globally.
What kind of time commitment should I expect?
The Challenge is designed to fit into a demanding schedule. Most members spend under two hours per week engaging with the material. It’s self-paced, with optional live Q&As and resources you can access on your time, allowing you to integrate strategy without disrupting your work or life.
What level of personalized support can I expect?
Through scheduled virtual sessions, you receive licensed guidance tailored to your income, goals, and long-term priorities. The focus is on helping you gain clarity, ask the right questions, and make informed decisions within a structured Challenge framework, all designed to fit your schedule.
