Let’s Talk About Money That Works For You

I simplify money for women who want to multiply their net worth and live a life they love. Through programs, workshops, and coaching, I help you take control of your finances, build confidence with investing, and create a wealth plan that supports your boldest dreams.

I work with women across Canada (and beyond!) who are ready to get serious about their money. Many of my clients are professionals, entrepreneurs, or women in transition who want guidance, structure, and confidence with managing wealth.

I’m not here to talk over you—I’m here to translate. As a CPA and financial planner, I turn complex money into plain English and simple next steps. My work is designed for women who want a safe, judgment-free space to learn what school never taught us and make powerful decisions with confidence.

Unlike many advisors who stop at “stocks and bonds,” I build modern, diversified portfolios that can include core ETFs plus complementary elements—such as Bitcoin, precious metals, and real-estate development—when appropriate for your goals and risk. Your plan is coordinated across taxes, cash flow, retirement income, corporations/holdcos, and non-registered accounts so your after-tax results work in real life.

You choose your level of involvement: fully managed, partly managed, or DIY with coaching. Either way, you leave every meeting knowing exactly what we decided, why it fits, and what happens next.

My focus is women, because the gender wealth gap is real — and closing it matters. But if you’re aligned with my approach and committed to learning, you’re welcome here.  Plus, I work with many husbands through the women that find me!

Yes! I’m a CPA and QAFP (Qualified Associate Financial Planner). I partner with Justwealth, a registered Canadian portfolio manager, so together we can offer both financial planning and professional portfolio management.

Her Freedom Fund is my signature foundational wealth-building program. Over six months, you’ll learn how to manage your money, invest with confidence, and create a personalized plan for financial independence. It’s for women who want structure, accountability, and community while building wealth.

I offer very limited 1:1 coaching — but only for specific situations. The truth is, I can’t teach you how to invest or manage your money in a single session. Those skills require structure, time, and a proven process, which is why I created Her Freedom Fund. Most women need the foundational learning and support that comes from the group program. Occasionally, a unique circumstance calls for a one-on-one session to solve a specific problem, but those are the exception, not the norm.

I offer a wide range of support — from financial planning, retirement planning and portfolio audits, to working with Justwealth, to group programs, retreats, and the occasional 1:1 session. The truth is, most women I meet don’t know exactly what they need — they just know they need help. And that’s completely normal. The best way to figure out the right fit is to book a clarity call with me. I’ll learn about your situation and goals, and then recommend the service that will give you the most value and impact.

Justwealth is a Canadian robo-advisor that builds and manages professional portfolios for you. They’ve consistently outperformed their competition, and their fees are lower than traditional banks. I recommend them because they give women a trusted, stress-free investing option and they have outstanding performance.

With DIY investing, you’re responsible for buying and managing everything yourself. With a robo-advisor like Justwealth, the portfolio is built and managed for you — all you do is deposit money. It’s “set it and grow it.”

Absolutely. In fact, women who sign up through me get access to ongoing education, tools, and community support, so you’re never left on your own.

Your all-in advisory fee is under 1%: 0.40% for Justwealth portfolio management + 0.50% for my ongoing financial planning. ETF fees are extra and set by the ETF providers. Overall, this structure is significantly lower than big-bank mutual fund fees and includes better service.

I primarily work with Canadian women, since I’m a Canadian financial planner and most of my programs (like Her Freedom Fund) dive deep into Canadian retirement, tax, and investing strategies. That said, money principles are universal, and I do have clients from outside Canada. My She Bitcoins course is completely global, since Bitcoin knows no borders. I’ve also had international women join Her Freedom Fund — while some content is Canada-specific, the core principles apply in most developed countries.

Everything is run virtually via Zoom or a private online platform. You’ll get replays, worksheets, and community access, so you can join live or watch on your own time.

Coaching helps you build confidence, habits, and strategy with your money. Planning gives you the actual roadmap — numbers, projections, and a concrete plan. I combine both, so you not only have the plan, but also the skills and support to follow through.

The easiest way is to book a clarity call. We’ll talk about your goals, your money situation, and the best next step for you. From there, you’ll have a clear path forward.