Working towards financial goals is about more than just saving money, and spending wisely―it’s about looking at where you are now and where you want to be. From budgeting and debt management, to pre-retirement planning, we’ll help you build a Money Action Plan so you can find financial success.

What our clients have to say

Danielle B.
Danielle B.
Linda was amazing!! Such a kind lady and was really informative and spoke in a way you understand the material she was giving. I wish I had of learned about this going through school! Such a great program!
Chasity B.
Chasity B.
LINDA MAK was an excellent money mentors facilitator. She brought excitement and so much valuable information with her! Thanks so much Linda Mak
Frescia Marie J.
Frescia Marie J.
Ms. Linda is the best🫶🏻
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Based on 56 reviews

Financial Coaching Tailored to Your Needs

You are a unique individual, in a unique situation, which is why our accredited financial counsellors customize each one-on-one coaching session to your needs. Whatever your financial picture, we can help by:

  • Accurately determining, and understanding, your financial situation
  • Setting achievable short-term and long-term financial goals
  • Developing a workable spending plan
  • Creating personal saving strategies
  • Counselling on how to use credit wisely
  • Explaining the importance of retirement planning
  • Advising on transition periods (job change or loss, divorce, disability)
  • Creating a Money Action Plan (MAP)

If you want unbiased financial advice, with no pressure to purchase a product, please call 1-888-294-0076 or email us today, and set your financial goals in motion.

Feeling overwhelmed these days? Let us help.