Calm Money Community
Advice-only financial planning tools and coaching to help Canadians run their own plan
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Calm Money Community is built for Canadians who want to manage their own finances but still get expert guidance along the way. Brian Orlando, a CPA who spent 15 years across audit at PwC, pharma and med device deals, and product management at Sonos, created the community after leaving the corporate track in 2026 to focus on advice-only planning and education full time.
Members get access to more than 130 guides and calculators, 18 interactive planning tools they can run on their own numbers, and live monthly Q&A sessions with Brian. A community board lets members request new tools and vote on what gets built next, so the resources keep growing around what Canadians actually need to plan with confidence.
Outcomes
- Build a retirement plan you can actually run
- Turn down the noise around money stress
- Compare withdrawal strategies and their tax impact
- Make confident decisions with your own numbers
- Plan corporate and personal finances in one place
What's included?
130 Guides and Calculators
A growing library of guides and calculators covering wealth building, retirement, tax, and corporate planning.
18 Interactive Planning Tools
Web apps members run on their own financial data to test decisions before making them.
Live Monthly Q&A
Monthly live sessions with Brian to ask questions and work through your specific situation.
Community Board
A place to request new tools and vote on what the community builds next.
Retirement Planner
A planner comparing 14 withdrawal strategies and their tax implications so you can choose with confidence.
Who is this for?
- Canadians who want to manage their own finances with expert guidance
- People who want an advice-only approach instead of an asset manager
- Pre-retirees comparing withdrawal and tax strategies
- Incorporated professionals who need corporate and personal planning together
About the creator
Brian Orlando
Founder of Calm Money Coach | CPA, Former PwC Auditor and Sonos Product Manager
Brian Orlando is a CPA based in Halifax with more than 15 years of experience spanning audit at PwC, deals in pharma and med device, corporate finance, and product management at Sonos. In early 2026 he left the corporate track to focus full time on h...