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

Sharon L.
Sharon L.
1712967582
The gentleman that called was very helpful, friendly and professional.
Jennifer E.
Jennifer E.
1712853272
I was drowning in debt—there was so much of it. The calls from creditors didn't stop. My bank was no help.I contacted Money Mentors to inquire about the OPD program and their advice. I was prepared to dedicate myself to clearing my debts. I was ready to cut up my credit cards. My counselor and I worked through some homework before we created my payback schedule. Since I was determined to pay off this personal debt on my own, I made large monthly payments. The phone calls from creditors stopped, which was a relief.Despite some difficult months, I am debt free after 56 months! It has not sunk in yet. My perspective has changed from one of spending and worrying about it later to one of saving and planning. Though I still worry about going back into debt, I can always turn to the Money Mentors website for helpful guidance.
Kiran
Kiran
1709517177
Linda Mak is an amazing person I ever met .she has lots of knowledge and professional skills regarding any financial issues. She listens your concerns with patience and address them with at most knowledge. I like the nature of Linda Mak she is so friendly and easy approachable person.
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Google Rating
4.3
Based on 59 reviews
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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.