Literacy Solutions

“An investment in knowledge pays the best interest.” – Benjamin Franklin


Personal finance wasn’t something we learned in school, and a lot of people say they feel intimidated when it comes to asking questions, understanding the industry jargon, and making financial decisions. We provide an opportunity for you to learn more about finance in a safe, non-judgmental environment. Our goal is to help you understand your finances so you can make informed decisions and feel confident about your knowledge.

At Your Home

Host one of our seminars in the comfort of your own home with 6 to 8 of your friends and as a thank you, you will receive a $100 Visa Card! Choose from a number of my home learning seminars:

Investing 101 – Understanding the Jargon & Options
Retirement Readiness: How much do I need? Will I outlive my income?
Your Money: Take control of your finances
Life Stages: Financial strategies for a lifetime
Joint finances for married and common-law couples
Estate Planning & Leaving a Legacy

At Your Business

Book a “Lunch ‘n Learn” session for your employees and I will come to your business. I will provide a $100 Visa Card for a free draw to those in attendance. Your choice of “Lunch ‘n Learn” sessions include:

Investing 101 – Understanding the Jargon & Options
Retirement Readiness: How much do I need? Will I outlive my income?
Your Money: Take control of your finances
Life Stages: Financial strategies for a lifetime
Estate Planning & Leaving a Legacy 

Women, Wine & Wellness

I started my career in the financial industry 19 years ago and I continue to see the same reality today as I did when I first began my practice. New clients are thirsty for the knowledge of how to take control of their financial situation. More often now than in the past, women are the ones making the larger financial decisions which have an impact on their family’s well-being. 

In most cases, they are going ahead with their decisions without sound advice or full comprehension of the potential outcome. Don’t get me wrong, I find that women have the self-driven ability and know-how to get them from point A to point B but sometimes don’t know or understand the pitfalls in between. The fact is that most women are the driving force of their family, influencing or solely making the decisions pertaining to their needs. My desire is to provide further education and learning to empower women to make financial sound decisions in their lives through my knowledge-based home seminars.
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