About Us


We are a Calgary-based financial education and wealth coaching firm conceived of by James Steele IV and Coral Francis-Callender in 2012.

A professional Master Brand of Trilogy Promotions Inc., we are dedicated to providing worldwide clients with the tried & true knowledge and practical tools necessary for creating generational wealth, and leaving worthy legacies. As avid students of History, Finance, Economics, Law and Wealth Cycles, we educate clients on the Hidden Strategies & Investment Secrets of the Ultra-Rich. We help structure a personalized financial education and wealth plan just for you.


Knowledge + Action = Results.


As with any area or endeavor, a mentor / wealth coach will help you with your journey. Give us a call today and see what we can do for you.

We are one of the leading hard asset financial education companies in Alberta, and our suppliers are rated A+ with the Better Business Bureau.

We are known as the Hard Assets investment guys. We specialize in providing clients with wisdom-based financial education. We utilize private meetings, lunch & learns, large group seminars, and web-based financial coaching to help clients Learn from History; and Reap the Rewards. It is a fact that most people spend more time each year planning their family vacations than they do planning their finances. Robert Kiyosaki says it best when he jibes,