Toronto, ON, CANADA

Quote of the day

Be not afraid of greatness. Some are born great, some achieve greatness, and others have greatness thrust upon them.

- William Shakespeare

Programs and Services

A La Carte

One 90-minute session where we analyze your current financial situation, review a month by month cash flow for the next 12 months, and discuss ways to improve your future financial situation.

Package A

Three 90-minute sessions where we analyze your current financial situation, review a month by month cash flow for the next 12 months, dream big, set goals, design a plan to achieve those goals and review the financial aspects of your goals.

Package B

Five 90-minute sessions including those activities described in Package B, plus a step by step analysis to help you to achieve your goals as outlined in Package B and take control of your finances with confidence and build wealth. Plus, a monthly check-in for six months and more.

 

Workshops

In this two-hour workshop, we learn about Financial Independence – what it means, why it is important and how it is achieved. With simple exercises in three areas, we will dream BIG, set goals, devise a plan to achieve those goals, learn to effectively manage our money with a family budget and become habitual savers.

A financially secure tomorrow requires planning today.

Testimonial from Lynda Kosowan, Executive Director at Scarborough Women's Centre -
"I love this presentation - it's great because it's so practical and resourceful and meets women where they really are."

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