Financial education + services for Canadians
We help you navigate big life changes like buying your first home, becoming a parent, or receiving a large sum of money like an inheritance. Our goal is to support you to understand how money works and how to get your money working harder for you. After working with us, you will feel more confident and excited about your finances, you’ll understand how to protect your income, your family, and your assets, and how to grow your wealth in the most tax-efficient way possible.
who we help
families & individuals
New (or seasoned) parents who want to plan for their children’s future as well as their own financial freedom + retirement. Young people ready to start building their wealth (heck yes! bring on the compound interest) and elders making the transition into non-working years. We can help!
self-employed & small biz owners
Working for yourself is awesome, and it comes with additional responsibilities and less protection from government programs. Let us help you get proper protection in place and plan for your retirement.
incorporated biz owners & real estate investors
Take advantage of your lower corporate tax rate and retained earnings to grow and build wealth in a tax-sheltered way. We love sharing our tips & strategies to help you keep more of your money.
Kind Words
Hear stories from clients who have had success with our education and services.
our services
debt management
We can help you understand your options and choose the best strategy to pay off your debt, the quickest.
insurance
Financial protection through insurance provides peace of mind, helps you grow your wealth, minimize taxation, and leave a legacy.
investments
Let's get your money working harder for you! Registered or non-registered investments: we can help you grow your wealth and keep more of it.
Ever considered working in Financial Services?
There are a LOT of people who need help with their money! Thus, we are expanding our financial agency across Canada. Are you eager to learn more about how money works in Canada? Do you find yourself supporting and helping your friends with their finances? Do you love helping people and have a desire to reach your own full potential in an unlimited opportunity? Don't worry if you aren't a 'numbers person,' having a passion for helping people is more important than a background in the financial world. Lets chat to see if it might be a good fit to work together!
Blog Posts
Resources to help you better understand your finances and grow your wealth
How I reduced my interest to 0% and paid off $16K in debt in one year
Today I'm sharing how I paid off my debt in one year. There are lots of creative strategies to reduce debt and the way I did it won’t necessarily work for everyone, but I thought I’d share it in hopes it inspires anyone who needs a nudge to take action or reach out...
Why driven people feel guilty and what to do about it
It’s 7:09am and I’m pressing snooze on my iPhone. People describe me as driven and motivated but if they could see me at home they might think differently. I love sleeping. I can go to bed at 10pm and sleep until 7:30 am, no problem. I also enjoy tinkering around the...
A confession…. and five tips for more spaciousness
I have a confession to make. I have hoarding tendencies. Don’t we all? (At least a little bit?) So, what do I hoard? Trinkets... No. Clothing… not really. Shoes… surprisingly, no. Photos and memorabilia… a bit. Journals and workshop/seminar notes… 100%. Nailed...