Member Platform

Our articles give you the answers to your big financial and life questions, but we know true progress happens when put that new knowledge into action. This is the reason why we built the altruWisdom member platform.

altruWisdom is an education company at its core, and we use technology to break through common obstacles. Each one of our curated lessons, powerful tools, and action items is based on real-life situations we have experienced over our many years in the financial industry.

altruWisdom is independent – we do not accept commissions from any source, and we are focused on using education to improve the lives of Canadians.

Platform Features

Dashboard

Based on details you provide through our fact finder, we present the next items for you take action. This updates upon login and displays relevant information and tips as you progress.

Life Events

Life Events are a collection of lessons broken up by specific events taking place in your life. Access, add or edit over 20+ Life Events here as your situation changes.

Checklists

Complete action items and relevant tasks personalized for your situation. Each checklist is broken down into manageable steps to help you progress.

Benefits

Determine eligibility, and apply for a collection of over 450 + federal, provincial and community benefits.

Filing Cabinet

Organize, learn about, and upload your documents and paperwork securely in our cloud-based filing cabinet. Access them anywhere, anytime.

Wise Owl Service

Like personal coaches, our Wise Owls with years of experience, analyze your current situation and create an actionable plan based on your life and financial goals.