Let’s get started

There are 4 ways to work together:


I have 3 signature programs. All work personally with me and are designed to meet your needs in one convenient, affordable package.


I host local and online workshops regularly, and can also create a customized presentation for your group’s needs.


A full or half day LIVE private intensive with me will blast through your blocks in record time!


If you’re more interested in zeroing in on a specific financial topic or two, online individual sessions are perfect for you.


Introducing: The Happy Wallet!

I have a brand new 6 week program launching April 2019!  

It’s the perfect money skills 101 program for newbies and numbers fans alike.

It gives you the financial education you never received in school PLUS you and I will actually set up your personalized savings plan, budget, and debt elimination strategy. Hello financial freedom!

And it comes with a money-back guarantee!

You can get on the VIP wait list now for early bird pricing. It’s chock full of goodies and amazing value.


Total Financial Makeover

Get everything in the Happy Wallet PLUS:

I’ll review your current investments to see how we can improve results, and create your new DIY or robo-advisor passive index portfolio that reduces risk while greatly minimizing costs.

I’ll also analyze your company benefits and provide specific recommendations to optimize matches, contributions, and plans.

You’ll receive reports with easy instructions to save thousands.

Plus it comes with a money-back guarantee!

Whether you’re a finance newbie, or an active investor seeking better returns, you’ll be set up to reach financial independence.



Money Mindset Reboot

What if you could naturally feel abundant, and easily attract money?

It’s time to erase those limiting beliefs and emotions for once and all. You and I will go powerfully deep into your subconscious to eliminate the ROOT causes of your struggle with money.

I’ll show you the hidden patterns that have been driving your relationship with money until now – and help you let go permanently so you can embrace your true power to create wealth.


Workshops and events

Get the live experience!

Live and online workshop topics range from financial education essentials to emotional healing to the spiritual energy of money.

I can also create a customized presentation to meet your group’s needs. Please contact me to discuss your requirements. 


Private intensives

How can I serve you?

Private intensives are like coaching sessions on steroids – there’s simply no faster way to heal or learn! We’ll spend several hours together in person – either a half (3 hours) or full day (6 hours). Please contact me to discuss your needs in detail so I can create a completely customized program for you.

Individual Coaching Sessions 

A great return on investment

My programs group several topics together in one convenient package. However, if you’re just looking for support on a topic or two, individual sessions are for you! Answer the “which are you” question to see a menu of possible items that may be most beneficial for you. Please note these are just suggestions. I’ll work with you to create a customized itinerary that meets your exact needs. Typically we can cover 1-2 topics per 60 minute online session. Cost: $200 CAD per session.

Which are you?

Feel like you know absolutely nothing about financial anything?!

Let’s start with the basics. I’ll take the fear out of the steps you’ve previously been too nervous to make.

Let’s Build together.

Become your own financial advisor.

You’re earning solid income, you invest, you own assets (and perhaps debt), and feel you could be doing better. You can.

Optimize is right for you.

Stop working for money and instead have money work for you.

Advanced strategies to set you up for your wildest dreams – travel, creating art, helping others, effortless cash flow.

Let’s Strategize.

Ready to talk?

Let’s create the right plan and get your money working for you today!



Call Me

1-877-686-8225 or 

(416) 988-0198