Invest Smarter With A Money Game Plan

Stop second-guessing your portfolio. Walk away with a simple, personalized plan that shows you exactly how to grow your wealth without the stress.

Why You Need a Portfolio Audit & Strategy Session

Most people aren’t 100% sure if their portfolio is set up the right way. Are you paying too much in fees? Are you actually diversified? Are your investments even aligned with your goals? That’s where I come in. Think of it as a financial health checkup for your money. Together, we’ll review what’s working, identify what needs improvement, and build a straightforward, tax-smart, and cost-effective strategy that makes sure your money works as hard as you do.

Who This Session is For

DIY investors who want a second set of expert eyes on their portfolio
Women who want to grow wealth without relying on big banks or cookie-cutter advice
Anyone who’s tired of “winging it” and ready to finally feel confident about their investments

What We’ll Cover in Your Session

Review Your Current Portfolio

We start with a deep dive into your existing portfolio. I’ll show you where your money is going, how well it’s diversified, and whether it aligns with your financial goals.

Find Your Best Asset Mix

Together we’ll create a tailored asset mix that matches your risk tolerance, time horizon, and objectives. I’ll break down how different allocations impact both risk and return, so you know exactly why your portfolio looks the way it does.

Lazybones Investing Strategies

Investing doesn’t have to be complicated. I’ll walk you through easy strategies like a simple two or three fund portfolio so you can choose what fits best, whether that’s set-it-and-forget-it or a little more hands-on.

ETF Recommendations and Tools

You’ll get personalized ETF suggestions for each asset class and learn how to use my Portfolio Analyzer tool to monitor, rebalance, and track performance with ease.

Save on Fees and Taxes

We’ll look at ways to cut costs on management fees and ETF expenses while also exploring tax-efficient strategies like using RRSPs and TFSAs to keep more of your money working for you.

Ask Me Anything

This is your time. Bring your questions about rebalancing, retirement savings, or even setting up an emergency fund. I’ll make sure you leave with answers you can actually use.