MeVest

What MeVest does

MeVest Inc. is a Toronto-based personal finance education and coaching company serving individual Canadian consumers seeking to improve financial literacy, eliminate debt, build savings, and develop wealth-building skills. Founded in 2015 by Lesley-Anne Scorgie, the company operates as a private, bootstrapped, founder-owned entity with 1–10 employees and has served thousands of customers over its operating history.

The product suite comprises three online courses delivered via the Thinkific platform — Debt Crusher (a six-module debt-elimination program with monthly subscription tiers at CAD $8.99 and CAD $39.97), The Savvy Saver System (a 30-day budgeting course at CAD $297, rebranded from Money Boss), and The Secret Art of Building Wealth (a 90-day program at CAD $484) — alongside customized Money Coaching services, One-Time Assessments, and three published books (Modern Couple's Money Guide, Rich by Thirty, Well-Heeled) sold on Amazon. The technology stack relies entirely on third-party SaaS tools: Thinkific for course hosting and enrollment, MailChimp for email, Squarespace for the website and e-commerce, and Google Drive for coaching client data storage. No proprietary technology, mobile application, or AI capabilities exist.

The business model blends recurring subscription revenue (Debt Crusher), one-time course payments, professional coaching fees, and book royalties. Go-to-market is content-led, leveraging an extensive blog (52+ budgeting posts, 34+ family finance posts), free downloadable tools, a monthly newsletter, organic social media, and the founder's media appearances (Oprah Winfrey Show, CBC, Globe and Mail) to drive top-of-funnel traffic. Sponsored content partnerships with Capital One, Loans Canada, and Willful provide supplementary mid-funnel lead nurturing. The company has no institutional funding, no acquisitions, and no disclosed revenue figures.

Name

MeVest

Legal name

MeVest Inc.

Website

https://mevest.ca

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

MeVest Inc. is a Toronto-based personal finance education and coaching company serving individual Canadian consumers through self-directed online courses, one-on-one money coaching, and three books authored by founder Lesley-Anne Scorgie.

Ownership category

akta.pro rank

Product category

Personal Finance Education and Coaching

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• Personal finance education
• Financial coaching services
• Debt reduction courses
• Wealth building programs
• Financial wellness coaching

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Subscription Memberships (Debt Crusher): Monthly subscription tiers for the Debt Crusher program - Basic Membership at $8.99/month CAD and Accountability Membership at $39.97/month CAD. Both include access to training videos, worksheets, templates. Accountability tier adds monthly email support and feedback.
2. Self-Paced Courses: One-time payment courses including The Savvy Saver System ($297 full or $109 x3 monthly) and The Secret Art of Building Wealth ($484 full or $89 x6 monthly). Courses include lifetime access to content.
3. 1:1 Money Coaching: Custom one-on-one money coaching and one-time financial assessment services. Personalized support tailored to individual financial experience and income levels.
4. Book Sales: Sale of three best-selling books: Modern Couple's Money Guide, Rich by Thirty, and Well-Heeled (The Smart Girl's Guide to Getting Rich). Sold through Amazon.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

MeVest provides online personal finance education and one-on-one money coaching to individual consumers. It sells self-paced digital courses (Debt Crusher, The Savvy Saver System, The Secret Art of Building Wealth) delivered via Thinkific, complemented by customized money coaching and one-time financial assessments. The platform also distributes three best-selling personal finance books authored by founder Lesley-Anne Scorgie.

Product overview

MeVest is a financial education and coaching platform founded by Lesley-Anne Scorgie, offering a hybrid model of self-directed digital courses combined with personalized coaching services. The core product portfolio consists of three main online courses delivered through Thinkific: Debt Crusher (6-module debt elimination program), The Secret Art of Building Wealth (90-day wealth-building course with coaching), and The Savvy Saver System (formerly Money Boss, a 30-day budgeting and savings course). These are complemented by two personalized service offerings—customized Money Coaching for ongoing one-on-one support and One-Time Assessments for targeted financial evaluation. MeVest extends its reach through published books authored by Lesley-Anne Scorgie including Modern Couple's Money Guide, Rich by Thirty, and Well-Heeled. The company also maintains a blog resource library covering personal finance topics.

Differentiator

Problem solved

Functional benefit

Brands

• Debt Crusher: A 6-module stress-free training program for passionate people, designed to build financial confidence, crush debt, and boost income through mindset training, budgeting tools, and the Debt Crusher Method.
• The Savvy Saver System
• The Secret Art of Building Wealth
• Money Coaching
• One-Time Assessment

Products and services

• Debt Crusher A 6-module self-directed online training program designed to help passionate individuals build financial confidence, eliminate debt, and develop a positive relationship with money through video lessons, workbooks, and mindset training.
• The Secret Art of Building Wealth A comprehensive 90-day transformational course combined with group coaching experience designed to provide foundational wealth-building skills, custom financial planning, and investment education for achieving financial success.
• The Savvy Saver System A 30-day DIY self-paced course focused on revolutionizing money mindset and teaching practical steps for budgeting, saving, and managing money effectively, available through Thinkific platform with one-year access.
• Money Coaching Customized one-on-one personal financial coaching services providing tailored support to fit individual financial needs, experience levels, and income situations.
• One-Time Assessment Single-session financial assessment offering targeted evaluation and guidance for specific financial questions or concerns without ongoing coaching commitment.
• Modern Couple's Money Guide A best-selling book by Lesley-Anne Scorgie providing guidance on building wealth together as a couple through 7 smart financial steps, sold through Amazon.
• Rich by Thirty A best-selling book by Lesley-Anne Scorgie serving as a comprehensive guide to financial success for young adults, sold through Amazon.
• Well-Heeled A best-selling book by Lesley-Anne Scorgie providing financial guidance specifically tailored for women on wealth building strategies, sold through Amazon.

Quantifiable outcome

• Average $850 in additional savings in 30 days for Savvy Saver System students
• +3 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Two partnerships are on record, tiered core.

• Dundurn PresscoreStrategic or Co-development PartnerDundurn Press handles media interview inquiries for Lesley-Anne Scorgie. Contact: [email protected], Phone: 416-214-5544, Address: 3 Church Street, Toronto, ON, M5E 1M2.
• ThinkificcoreTechnology or IntegrationThinkific is the course platform used to deliver and host all MeVest online courses including Debt Crusher, Savvy Saver System, and Secret Art of Building Wealth. Handles enrollment, payment processing, and student access.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Emerging players

• Borrowell: Canadian fintech offering free credit-score monitoring plus extensive personal-finance education articles, calculators, and tools — competing for the same top-of-funnel Canadian audience that MeVest's blog and free resources attract.
• ChooseFI: Financial-independence education community offering paid courses, a podcast, and group coaching programs on debt, saving, and wealth building — comparable content scope and audience overlap with MeVest's Secret Art of Building Wealth program.
• You Need A Budget (YNAB): Subscription budgeting software with a heavy educational component (live workshops, podcasts, free budgeting guides) targeting individuals and families seeking to escape paycheck-to-paycheck living — direct category overlap with MeVest's Savvy Saver System, but distributed primarily via SaaS rather than courses.

Direct peers

• The Budgetnista (Tiffany Aliche): Personal-finance educator and best-selling author selling digital courses and coaching programs around debt elimination, budgeting, and credit repair for women — closely comparable to MeVest's MeVest/Well-Heeled positioning, content format, and customer journey.
• Ramit Sethi / I Will Teach You To Be Rich: Direct competitor in digital personal-finance education: sells paid courses, 1:1 coaching programs, and a best-selling book on building wealth, targeting consumers with debt-reduction and wealth-building content — same positioning and product mix as MeVest but at much larger scale and U.S.-focused.
• The Budget Mom (Kumiko Love): Sells self-paced budgeting courses, a paid membership community, and 1:1 coaching around debt payoff and cash budgeting — same consumer segment and product architecture as MeVest's Debt Crusher and Savvy Saver System.
• Broke Girl Wealth: Canadian personal-finance educator selling courses and coaching content targeted at women and millennials seeking budgeting and wealth-building guidance — same Canadian focus, similar audience persona, and overlapping course/coaching product format as MeVest.

Regional players

• Credit Canada Debt Solutions: Canadian non-profit offering debt counseling, credit education, and budgeting resources — directly comparable to MeVest's Debt Crusher value proposition, with a Canadian-only footprint and a more clinical, advisor-led delivery model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/mevestmoney
• LinkedInlinkedin.com/company/mevest

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MeVest