sellplan.uno

Get the insights and tools you need to grow your wealth in Canada’s dynamic investment environment.

Invest Smarter: Interactive Webinar Series

bout Us

Our initiative was born out of a desire to simplify investing for Canadians. We bring together industry professionals and financial educators to deliver top-quality virtual training sessions, equipping participants with the confidence and competence to manage their financial future.

Who We Are

We are a collective of finance-savvy professionals with backgrounds in economics, banking, digital assets, and retirement planning. Each member is committed to empowering Canadians to take control of their investments, regardless of their starting point.

Why Choose Us

Trusted Professionals: Learn directly from respected voices in the Canadian finance sector.
Local Relevance: Every session reflects the legal, tax, and financial framework specific to Canada.
Practical Focus: Forget the fluff – we offer real strategies you can use right away.
Accessible Expertise: Designed for all levels, from the curious beginner to the serious investor.

What We Offer

Client Testimonials

⭐ “The webinar was so relevant. I learned how to navigate my TFSA like a pro.” – Tina H., Edmonton

⭐ “Exceptional clarity! I appreciated the emphasis on Canadian rules and tax considerations.” – Marc-Antoine P., Québec City

Our Team

Meet Our Professional Team

Arjun Patel – Wealth Strategist

Lisa helps first-time investors build confidence through clear, jargon-free education. Her passion lies in demystifying finance for everyday Canadians.

Lisa Morin – Financial Literacy Advocate

Lisa helps first-time investors build confidence through clear, jargon-free education. Her passion lies in demystifying finance for everyday Canadians.