“A better way.” These three words have been the driving force throughout my career. And it’s why I’m helping lead one of Canada’s largest and most successful independent, fee-for-service financial planning firms.

I am committed to helping people live with purpose and define success on their terms. To me, money is a means to an end. And it’s how you define that ‘end’ that will have the greatest impact on your happiness and financial state of mind.

Anxious and overwhelmed are two words that many of my clients use to describe themselves. Most are well-paid professionals who feel they are working hard but not getting ahead. The power of having goals, and a proven financial system to achieve them, has been an important ‘aha’ moment for many of my clients. But knowing what to do, and doing it, are worlds apart. Accountability is what brings them together, and it’s how I begin to transform the lives of my clients.

Early in my career, I felt constrained. I could see that my clients needed help reducing debt and improving cash flow, but my primary purpose as a Financial Planner for one of Canada’s largest wealth-management firms was to sell investment products. I knew there had to be a better way – for both myself and my clients. In 2010, I co-founded Money Coaches Canada, and have been proving that there is a better way ever since.

I provide Money Coaching to a few select clients each month.