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Financial Literacy for New Immigrants

"What every new immigrant needs to know about Money in North America"

Your Instructor


James Steele IV
James Steele IV

As a graduate of the University of Calgary, I possess degrees in both Economics (micro & macro) and Commerce (specializing in Finance and Management Science.)

I began a financial planning career in 1992 and served hundreds of clients over the next 5 years. I moved on to the private equity markets where, as VP Finance, I successfully helped raise venture capital for a very unique sports-related training device. Since 1998, I have run several businesses in marketing, branding, fitness, and multimedia.

Since 2002, Trilogy Promotions Inc. has been dedicated to providing these services all under one roof through three distinct business brands: Asset Pro, The Wealth Coaches, and ThoughtWurx.

In 2011, I returned to the private equity markets and now coach clients on the fundamentals of money, wealth creation, demographics, wealth cycles, currencies, commodities, small business development, estate planning, asset protection, and income diversification.

As a Wealth, Health, and Business Development coach, I endeavor to educate my clients in the two fundamental areas of Wealth and Health, with a focus on business development in many areas.

Once educated on the fundamentals of the due diligence process, I help clients create and manage wealth, and protect it from the ravages of inflation, taxes, and the volatile nature of the financial markets.

I am a strong advocate of optimal health and I am proud to use my extensive fitness industry experience to promote the national “90 Day Challenge” platform to foster better dietary and exercise habits for my clients, their families, and their fellow employees.

For businesses, I also seek out new projects; perform detailed needs analysis regarding my client's media marketing strategy; and design multimedia video & TV-ready presentations to help my clients put their best faces forward.

I utilize a variety of publications & social media platforms to showcase unique businesses. In developing a cohesive marketing and branding strategy, I help clients enhance their brand recognition, and boost sales possibilities through enhanced product & service education.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

This course is closed for enrollment.