A no-sales approach to financial planning for Gen X&Y Canadians.
Advice for my generation
I work with Canadians in my demographic- clients who aren’t thinking about retirement just yet.
My clients are raising young children. They’re changing jobs & getting promotions.
They want to know if they can afford the bigger house, pay for daycare, and still have time and money to do the things they love.
Advice for your situation
You want direction and you want things to be simple. You want help understanding where your money goes. You want to make sure you’re doing the “right” thing financially. You want to get organized, and get on the same page as your partner.
You’ve got questions about money you want answered. I spend time on areas that are important to you because that’s what you pay me to do.
You’ll experience something different than the big banks
I worked at the big banks in Canada for years and I’ve seen it first hand. You either get sold something, or you don’t get the advice you really need. I wanted to do things differently.
“I like to say I’m part money coach, part (unofficial) therapist, but all financial planner”
This approach to money isn’t for everyone, but it creates trusting relationships with clients, so I wouldn’t have it any other way!