Start Your Wealth Journey
Having a Financial Professional In Your Corner is the Key to Unlocking Wealth
Providing you expert guidance specifically tailored to your exact goals, wants and needs to get you on track to living your most abundant financial future.
Welcome
Hey, I'm Kelsey!
I am a devoted wife and mom first. Then I am a licensed Senior Financial Broker along side my husband in the Financial Services Industry.
For a while I was finding where I fit in, what I was passionate about and what niche I wanted to jump into with both feet. Because, when I commit to something, I do not hold back or do anything with half effort. That was how I ended up stumbling into what I love to do - To raise women up and empower them in an area they are normally left behind; with their finances.
Government Licensed Financial Broker
Woman Passionate About Helping Women & Families
A Client of Our Own Products and Services
"MY MISSION IS TO BUILD 100 WOMEN TO BECOME MILLIONAIRES THROUGH INVESTING OVER THE NEXT 30 YEARS."
1:1 Financial Review Appointment
45 minutes and open to all potential and existing clients of ours. We will review your current financial situation and make a game plan based on your goals, wants and needs. First time appointments also include an overview of exactly what I can do for you, time to get to know each other and some entry level financial education to get you feeling knowledgable and confident in moving forward with your financial journey. This is a zero judgement zone and I can't wait to support you.
Business Discovery Call
Financial Services is one of the top paying industries in North America. Discover the possibilities of working from home, uncapped income potential and making a positive impact in peoples lives. We are periodically looking for the right individuals to join our team. If you are ambitious, goal oriented and have an entrepreneurial mindset -- then we would love to talk to you and see if this could be the right fit for you and out team. This is a 30 minute introductory call.
A FREE E-Book to Get You Started On Your Financial Journey
Money Mastery Workbook 2.0
Whether you are completely new to these concepts I’m going to share with you in this e-book, or you are here for a new way of doing things, I’m so excited to guide you through some of what I am so passionate about; guiding women to be rid of everyday financial stress, build JUICY financial portfolios and being able to say YES to their dreams.
Follow along and print out the fillable pages to get the most out of the e-book
Actionable steps you can go apply to your own finances TODAY!
A FREE E-Book to Get You Started On Your Financial Journey
The 5 Money Moves Workbook
If you’ve ever felt like you’re doing all the right things: working hard, budgeting, saving where you can. And yet somehow still feeling like you’re falling behind financially… You’re not alone.
This e-book is a great taster of where I would start strategy wise to help you feel confident, stress less, and finally grow your money. If you’re here, I already know you want to improve. So let’s dive into some tangible things that you can implement to make positive changes with your finances.
Who Our Business Is Perfect For
BUSINESS OWNERS
PARENTS
HOMEOWNERS
INVESTORS
STAY-AT-HOME MOMS
Mortgage Brokers
Accountants
realestate agents
entrepreneurs
Does this sound familiar?
You want to have control over your money instead of feeling like it controls you. You feel like you struggle to get ahead because there's always something getting in the way of you saving more or maybe even starting investing. Whether that's debt, cashflow or money habits. You want to gain confidence with your money -- but just don't know where to start.
You have started investing and have some general financial knowledge but just haven't gotten to work with an advisor that can make a game plan for you and optimize your wealth building while ensuring you have everything you need to properly protect yourself and your family in place.
You're a seasoned investor, have several accounts growing and maybe even have a financial advisor in your corner already. You're curious about if any of your portfolios could be performing better for you, and want to ensure you have everything working optimally with a second set of eyes so you have peace of mind that all the coverage you need to support and grow your wealth and protect yourself and your loved ones is in place or in need of an update.
Don't worry, we can help!
Continue Your Financial Literacy Journey
I am a licensed Financial Broker in Canada and I sit down 1:1 with clients to provide them with a personalized game plan and lifetime partnership with your financial needs.
Whether you are at the beginning stages and need help figuring out how to start budgeting, saving and investing. Or, you're seasoned and want a dedicated professional in your corner to ensure you're always getting the best of the best -- I'm here for you!
I'm passionate about creating a space where you feel seen, heard, helped and never judged, so we can get you to your most abundant future.