Academy – Legaciii Academy

Mindset Transformation

Financial Planning

Debt Elimination

Community

Bespoke Coaching

Value You Can Expect

Financial clarity and wealth producing systems that empower you to attain financial freedom

Risk Management Strategies

Investment Secrets

Estate Planning

Retirement Planning

Wealth Tax Planning

Here's How It Works

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3 Our Unmatched Guarantee

We stand behind the quality and effectiveness of The Legaciii Challenge. Upon completing all 10 challenges in its entirety and have not seen a positive change in your finances we’ll refund your investment 100% – no questions asked.

What Our Alumni's Say

About their breakthroughs and our commitment to excellence.

"Morgan and the team took the time to understand my goals and delivered a financial strategy that resonated perfectly with my values. The accountability has been game changing."

"No cap, talking about wills and stuff always felt scary. But after taking the Challenge, after seeing how making sure my family is protected gives me peace of mind. It's priceless."

"Their guidance on tax optimization and investment strategy accelerated my wealth multiplication dramatically. I went from confused about my money to confidently architecting my legacy in just months."

"This Challenge was a game changer!"

"I’ve taken other financial courses, but nothing compares to the depth and personalization of this Challenge"

"As a business owner, I appreciated how stress-free Legaciii made wealth planning. The systems are clear, the support is dedicated, and the results speak for themselves."

"I never thought about retirement because it didn't seem possible. The Challenge made this real, and now I'm set. So, future me will thank current me for being able to live free and not just survive. Thanks Morgan!"

Have Questions

Find The Answers

How is the Legaciii Academy different from other financial programs?

Think of it as your one stop financial planning shop. You get bespoke 1 on 1 coaching from licensed financial coach, a powerful app and eLibrary packed with wealth building tools, and elite support at a cost lower than a daily coffee. Plus, our Love It or Leave It Guarantee removes all risk and 5% of every dollar goes to empowering families in need.

What results can you expect from the Academy?

A full upgrade of your money, mindset, and peace of mind. You’ll remove the financial biases slowing you down, optimize your cashflow, build a real risk-management plan, reduce taxes, and accelerate wealth creation. You’ll learn infinite banking, wealth-preserving tax strategies, and how to use insurance to grow your estate and secure a strong retirement. Bottom line, you gain holistic financial clarity and a generational ready wealth plan.

How does accountability and mentorship work?

You get 1 on 1 coaching with your assigned Licensed Financial Coach (available with select subscription tiers), a driven community of high performers to stay locked in with, and a complimentary Annual Financial Review to keep your wealth strategy sharp and evolving.

How long will I have Acesss to the Academy?

When you join, you unlock an official license to the Legaciii Challenge plus full access to the entire Legaciii Academy eLibrary, every course, tool, template, discount, and piece of premium content, all included with your active subscription.

Lifetime Transformation

Our team of licensed professionals are ready to help
you every step of the way!

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Join your tribe of achievers and step into financial alignment...your future self will thank you.

Estate planning that's understandable, actionable, and Canadian.

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Exclusive financial insights that inform, engage, and empower.

Join your tribe of achievers and Step into millionaire status...your future self will thank you.