Financial Intelligence is the key to your long-term prosperity. We offer a wide range of financial consulting services, business development concepts, tax planning strategies, financial education courses, hard-asset investment solutions, and real business opportunities to help you both learn AND apply the Hidden Strategies and Investment Secrets of the Ultra-Rich.​

Who do we serve?

Financial Education is sorely lacking in all facets of society. Families are time-pressured and stressed trying to juggle a job, kids, after-school programs, and paying bills; employers have limited resources to help their financially-distracted and burdened employees with basic financial advice; schools have a mandated curriculum to teach that sadly neglects financial literacy; and independent financial agents and advisors are too busy trying to find new clients to take the time to educate when sales quotas are omnipresent. Let us do the teaching for you.​

We serve all demographics from pre-teens to seniors offering cradle-to-grave financial literacy to all age groups.

We are a Calgary-based financial education and wealth coaching firm conceived of by James Steele IV and Coral Francis-Callender in 2012.

A professional Master Brand of Trilogy Promotions Inc., we are dedicated to providing worldwide clients with the tried & true knowledge and practical tools necessary for creating generational wealth, and leaving worthy legacies.

As avid students of History, Finance, Economics, Law and Wealth Cycles, we educate clients on the Hidden Strategies & Investment Secrets of the Ultra-Rich. 

We help structure a personalized financial education and wealth plan just for you. Click here to get started. ​

Knowledge + Action = Results. 

A coach will help you with your journey. Give us a call today and see what we can do for you.