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Planning your finances?


Money Coaching

Working towards long-term financial goals is about more than putting money into RRSPs and investments – it’s about looking at where you are now and where you want to be in the future. Our counsellors, who come from a wide range of financial backgrounds, are experienced with personal and family financial management solutions.

They don’t just look at facts and figures, they take a good look at the big picture. From budgeting and debt management to pre-retirement planning – we’ll help you build a Money Action Plan and  teach you how to get the most out of your money – and no high pressure sales pitch either.

Sessions Tailored to Your Needs

You are a unique person in a unique situation which is why our counsellors customize each session to your needs. Whatever your financial picture, we can help by:


  • Determining your financial situation

  • Setting achievable short- and long-term financial goals

  • Developing a workable spending plan

  • Creating a personal saving strategies

  • Using 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, call 1-888-294-0076 today and set your financial fitness goals in motion.


Want to learn more about our services or book your free Financial Needs Assessment?

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