Get Smart About Wealth
Our Mission
We want to help individuals, retirees, pre-retirees, business and anyone who wants to build wealth and achieve financial freedom. We provide education and support for people to navigate the complex journey of financial products and services.
Who we help
Financial Freedom Is Your Responsibility.
We provide education and support to help individuals understand complex financial strategies and solutions. We partner and work with financial advisors and insurance advisors who have expertise and professional licenses to help you implement proven financial strategies.
Retirees
Retirement is a long journey and the concept of retirement has changed a lot. We want you to live a purpose drive retirement.
Pre-Retirees
Financial Planning and Retirement is a journey that we all must start as early as possible. You are never too youngh to create a financail plan.
Business Owners
Business owners have unique challenges when it comes to financail planning but luckily they have many advatange on tax-efficient methods.
Meet Our Team
Deepak
Founder & Wealth Builder
Responsible for building our platform, software, content, R&D, and branding.
Archana
Operation Manager
Responsible for our operations, finance and partnerships.
Ivana
Community Manager
Responsible for our community and partner onboarding and support.
Witty
Wise Wealth Owl
Our Human + Artificial Intelligence algorithm solving wealth challenges.
Our Story & Journey
-
Immigrated to Canada and started our journey from corporate career to entrepreneurship.
Our journey of wealth building started with no structured financial knowledge. We started to learn more about wealth with our experience of making income, paying taxes, buying homes, building a business, building investment portfolios and more. Even MBA school didn't teach us these principles.
FEB
2007
-
JUN
2016
Launched our private investment firm, Be Home Apartments, now iThink Investments
Journey to build a real estate apartment portfolio from 0 to 72 units in 18 months at $4.5 Million. Exited in 2.5 years at $6.2 Million and now investing in over 10 large properties across 5 US markets with an annual average return of over 25%.
-
Launched AdvisorLearn platform to help them
Partnered with advisors to solve retirement planning, insurance, investment and other wealth-related challenges. Our network grew from 0 to over 500 in three years. We made it to the Top 100 People in Finance Magazine cover.
OCT
2018
-
OCT
2022
Launched wealthwitty platform to provide wealth literacy education for everyone
Using our experience in training, financial services, personal wealth building, financial plans and investment knowledge, software and a network of over 500 licensed and certified financial advisors to help everyone. Protect -> Build -> Grow -> Transfer wealth using Human + AI (witty) technology.
Our Giving Pledge
Giving to our community is a key part of our vision and mission. Last year, we partnered with Plan International to support multiple projects across the globe and committed a $30,000 donation over the next three-year period. The govt. of Canada is matching our donation to 3X, which is creating a total impact of $120,000 towards woman literacy and well-being.
TESTIMONIALS
What Our Community Say About Us
I was looking to learn more about tax-efficient retirement planning, ended up reading the Retirement scorecard guide, spoke with Ivana and she was able to connect me with an advisor who is helping me put a proper retirement plan in place.
I recently retired but was not happy with my financial advisor and so ended up finding the retirement guide. I read it and had some questions and they were able to help me get a complimentary retirement session to look at a few options with a written plan. Thanks
I plan to retire in the next few years, but with the current market, I am not sure if I can retire. I found the retirement scorecard helpful and spoke with the community manager, who put me in touch with an advisor who is now helping me.