Financial Education & Planning

Build Wealth With Intention.
Plan for a Life
Worth Living.

Wealth Builder University helps individuals and families design their financial future — through education, strategy, and expert guidance from licensed advisors.

Retirement Planning
Business Planning
Investing
Children's Financial Planning
Licensed Advisors

Comprehensive Financial
Planning for Every Stage

From retirement strategies to building a legacy for your children, our licensed advisors offer tailored financial solutions backed by education and purpose.

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Retirement Planning

Design a retirement strategy that ensures you never outlive your income. We build customized roadmaps for a financially independent future.

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Investing

Put your money to work with disciplined, goal-oriented investment strategies. Build wealth steadily without leaving your financial future to chance.

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Business Planning

From protecting your business to planning your exit, we help entrepreneurs build companies that work for their financial goals — not against them.

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Children's Financial Planning

Give the next generation a head start. We help families create smart, early savings strategies that compound over time into life-changing wealth.

Real People.
Real Results.

Our licensed advisors work alongside our clients — helping them build plans they actually follow through on.

Working with Wealth Builder University completely changed how I think about money. For the first time, I have a real retirement plan and I'm actually sticking to it.

— Sarah M., Client

I came in knowing nothing about investing. They educated me first, then helped me build a strategy that fits my life. That's rare.

— James T., Client

Setting up a financial plan for my kids felt overwhelming. The team made it simple, affordable, and motivating. I wish I'd done it sooner.

— Priya K., Client

Your Future Starts With One Conversation.

Book a free, no-pressure consultation with a licensed advisor and take the first step toward financial clarity.

Book Your Free Call

Built on Education.
Driven by Purpose.

Gurtegh Dhaliwal
Founder, Wealth Builder University

Financial educator, licensed advisor, and advocate for accessible wealth-building for everyday families across Canada and the USA.

📸 @gurtegh_

Meet the Founder

Gurtegh Dhaliwal founded Wealth Builder University with a single belief: that financial education should be available to everyone — not just the wealthy. Growing up, like many North Americans, Gurtegh saw firsthand how a lack of financial literacy could hold entire families back from reaching their potential.

That experience became the fuel. After spending years in the financial services industry and becoming a licensed advisor, Gurtegh set out to build something different — a platform rooted in education, honesty, and genuine results. Not just products, but principles. Not just plans, but purpose.

Today, Wealth Builder University serves individuals, families, and entrepreneurs across Canada and the United States who are ready to take control of their financial future — with clarity, confidence, and a real strategy to back it up.

  • Education-first approach — we teach before we recommend
  • Licensed advisors you can trust
  • Transparent, client-centered financial guidance
  • Serving families across Canada and the USA with integrity
  • Committed to building generational wealth, not just accounts

What We're Here to
Give Every Household

We believe every family deserves more than just financial products. They deserve a life transformed — one built on three pillars that we work toward with every client we serve.

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Pillar One

Freedom

Freedom of time and money — the ability to choose how you spend your days, and the resources to do so without financial anxiety. We build plans that work toward true financial independence.

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Pillar Two

Security

Financial security for you and your family — protection against the unexpected and a stable foundation that holds even in uncertain times. No family should be one setback away from crisis.

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Pillar Three

Peace

Peace of mind — knowing that your finances are organized, your family is protected, and your future is being built on solid ground. Sleep well knowing your plan is working for you.

Ready to Meet the Team?

Book a free discovery call and let's talk about where you want to go.

Book a Free Consultation

A Philosophy Built
Around Your Goals.

Simple Rules.
Powerful Results.

Our approach to financial planning isn't complicated — it's disciplined. As licensed advisors, we believe that the right habits, applied consistently, are what separate financial stress from financial freedom.

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The 10% Rule

Pay yourself first — always. Saving a minimum of 10% of every dollar you earn is the non-negotiable foundation of every financial plan we build.

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3 Rules of Money

Every recommendation we make ensures these three forces are working in your favour — not against you:

  • Compounding — Let time and growth do the heavy lifting
  • Risk — Managed intelligently, not avoided blindly
  • Tax — Structured so more stays in your pocket
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3 Goals to Accomplish

Every client works toward three essential milestones — a clear progression from today to legacy:

  • Income Protection — Short-term security if something goes wrong
  • Income Replacement — Retirement income that replaces your paycheque
  • Generational Wealth — A lasting legacy for the next generation

Products Built Around People

As licensed advisors, we offer financial solutions across the areas that matter most to families and individuals in Canada and the USA.

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Retirement Planning

We help you design a retirement income strategy tailored to your lifestyle — so you can stop working when you choose, not when you're forced to.

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Business Planning

Business owners face unique financial risks and opportunities. We protect your income, structure your business for tax efficiency, and plan your eventual exit — on your terms.

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Investing

Investing isn't about luck — it's about strategy and discipline. We create investment plans aligned with your risk tolerance, timeline, and goals.

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Children's Financial Planning

The greatest gift you can give your child is a financial head start. Early investment strategies that grow alongside your child for decades to come.

Backed by Industry-Leading
Institutions

As licensed advisors, we work with some of the most trusted names in the financial industry — giving our clients access to best-in-class products and solutions.

Manulife
Equitable Life
iA Financial Group
Fidelity
BMO
Nationwide
Transamerica
& Many More

Let's Build Your Plan.

Schedule a free consultation with a licensed advisor and discover which strategies are right for your life.

Book Your Free Call

Build a Part-Time Income
On Your Own Terms.

Join a growing network of licensed financial professionals and earn meaningful income — remotely, flexibly, and with full support from day one.

A Business You Can Build Around Your Life

Whether you're looking to supplement your income, transition into financial services as a licensed advisor, or build something of your own — Wealth Builder University gives you the tools, training, and support to make it happen.

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    Work Remotely, Work Flexibly

    This is a fully remote opportunity. Build your income around your schedule — whether you have 10 hours a week or 40, the model works for you.

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    We Help You Get Licensed

    No prior experience required. We guide you through the licensing process from start to finish — so you can serve clients with confidence and credibility.

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    Earn What You're Worth

    Your income is tied to your effort — not a salary cap. Build a part-time income or grow it into something life-changing. The ceiling is yours to set.

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    Make a Real Difference

    This isn't just a job — it's an opportunity to genuinely change people's lives. Help families plan for retirement, protect their income, and build lasting wealth.

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    Full Mentorship & Support

    You won't be doing this alone. You'll have access to ongoing training, mentorship, and a community of like-minded professionals who want you to win.

Start the Conversation

Book a free, no-obligation discovery call to learn more about the opportunity and whether it's the right fit for you.

Book a Discovery Call
Free, no-pressure call
Learn about the opportunity in full
Licensing pathway explained
No commitment required

Let's Talk About
Your Financial Future.

We'd Love to Hear From You

Whether you're ready to start planning, exploring the opportunity to join our licensed team, or simply have a question — we're here. Book a free consultation and let's connect.

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Book a Call

calendly.com/wealthbuilderuniversityco

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Based In

Canada & United States — Serving Clients Nationwide

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Services

Custom Financial Planning — Retirement, Investing, Business & Children's Planning

Book a Free Consultation

Choose a time that works for you. Our free consultation is a relaxed, no-pressure conversation with a licensed advisor to understand your goals and explore how we can help.

Choose Your Time →