Financial Coaching:
Sometimes, a little accountability goes a LONG way.
Free Financial Assessment Call
The Results Speak for Themselves!

*Based on Enriched Academy coaching averages as of June, 2022.

Increase in Net Worth by

$69,339.67

Decrease Monthly Spend by

$1,117.46

Decrease in Advisor Fees by

1.57%

Savings in Advisor Fees of

$309,177.52

Increase in Credit Score by

26 Points

Decrease in Credit Card Debt by

$2,956.48

Savings in Interest Charges of

$2,078.65

Increase of Passive Income by

$5,034.64

Increase of TFSA by

$4,582.55

Increase of RRSP by

$5,233.72

Increase in Net Worth by

$69,339.67

Decrease Monthly Spend by

$1,117.46

Decrease in Advisor Fees by

1.57%

Savings in Advisor Fees of

$309,177.52

Increase in Credit Score by

26 Points

Decrease in Credit Card Debt by

$2,956.48

Savings in Interest Charges of

$2,078.65

Increase of Passive Income by

$5,034.64

Increase of TFSA by

$4,582.55

Increase of RRSP by

$5,233.72
Who we serve

It doesn’t matter how old you are, or what your current financial situation is…. A little accountability goes a long way.

Student Debt?

Congrats on pursuing your education. Taking on a bit of debt when you invest in yourself is ok in our books, and this type of debt is easy to tackle. The key to successfully paying this off is to have a plan. Sign up for a free assessment call and see how we can help you ditch this debt faster than you ever imagined.

Dealing with Debt?

Debt can be a royal pain, and feel overwhelming sometimes. But we promise that this is a solvable problem. With a fresh set of eyes and some support and guidance you can ditch the debt for good. But the first step is that you have to commit to tackling it. Sign up for a free assessment call and we can see how to help.

Paycheck to Paycheck?

Most Canadians are in a similar boat; they are getting by, trying to save a bit, but are often spending a little more than they should be. If you are ready to look at your money with a fresh perspective and stop living day-to-day with your money, sign up for an assessment call. You’ll be amazed what a fresh set of eyes can help you achieve.

Just Getting Started?

If you’ve recently landed a new job, or have a little bit of money set aside to start investing, then let us help you make sure that your hard earned funds end up in the right place. We will help you make sure that your money stays in your pockets. Make sure to find out how by signing up for our assessment call.

Savvy Investor!

You are a veteran at this whole saving and investing thing. You are ahead of the game, but have you taken a closer look at some of the fees you may be paying for those investments you have? Sign up for our free assessment call. You may be able to save a lot more money than you think.

Trying to Teach My Kids?

We love helping parents teach their kids about money and making sure that they avoid the same mistakes that we’ve maybe made in our past. Kids LOVE money, and we have an entertaining and inspiring way to help you with the tools you need to get them started on their own financial path at any age! Sign up for our assessment call to find out how our system works.

I’m a Saver!

Being able to save a little is always the hardest step. Now you need to turn those savings into smart investments and get that money working harder for you! Get in touch and we can help you decide who to work with and how to get that money working for you.

Learning to Budget?

The dreaded B-word. We know, it sounds scary ! But really, if you get a handle on your spending, you are so far ahead of many Canadians. You will be well positioned to free up some money and start getting it to work for you! And that is the key to financial health.

Planning For Retirement?

No matter what stage you are at in your life, having a roadmap to a financially healthy retirement is ALWAYS worth planning for. Our team has some clever insights, smart tactics, and a personalized approach that can help ensure you are heading in the right direction for a financially stress-free retirement.

Improving Employee Health & Wellness

Very smart. Your employees deserve financial success. And you are not only helping them and their families when you provide them with financial skills, but you are having a serious impact on the bottom line of your company. Want to learn more? Sign up for our free assessment call.

Student Debt?

Congrats on pursuing your education. Taking on a bit of debt when you invest in yourself is ok in our books, and this type of debt is easy to tackle. To pay off your student loan, all you need is a plan. Sign up for a free assessment call and see how we can help you ditch this debt faster than you ever imagined.

Close
Student Debt?

Congrats on pursuing your education. Taking on a bit of debt when you invest in yourself is ok in our books, and this type of debt is easy to tackle. To pay off your student loan, all you need is a plan. Sign up for a free assessment call and see how we can help you ditch this debt faster than you ever imagined.

Read more
Dealing with Debt?

Debt can be a royal pain, and feel overwhelming sometimes. But we promise that this is a solvable problem. With a fresh set of eyes and some support and guidance you can get rid of stubborn credit card debt and other loans for good. But the first step is that you have to commit to tackling it. Sign up for a free assessment call and we can see how to help.

Close
Dealing with Debt?

Debt can be a royal pain, and feel overwhelming sometimes. But we promise that this is a solvable problem. With a fresh set of eyes and some support and guidance you can get rid of stubborn credit card debt and other loans for good. But the first step is that you have to commit to tackling it. Sign up for a free assessment call and we can see how to help.

Read more
Paycheck to Paycheck?

Most Canadians are in a similar boat; they are just getting by with the household expenses and trying to save a bit, but are often spending a little more than they should be. If you are ready to look at your money with a fresh perspective and stop living day-to-day with your money, sign up for an assessment call. You’ll be amazed what a fresh set of eyes can help you achieve.

Close
Paycheck to Paycheck?

Most Canadians are in a similar boat; they are just getting by with the household expenses and trying to save a bit, but are often spending a little more than they should be. If you are ready to look at your money with a fresh perspective and stop living day-to-day with your money, sign up for an assessment call. You’ll be amazed what a fresh set of eyes can help you achieve.

Read more
Just Getting Started?

If you’ve recently landed a new job, or have a little bit of money set aside to start your investment planning, then let us help you make sure that your hard earned funds end up in the right place. We will help you make sure that your money stays in your pockets. Make sure to find out how by signing up for our assessment call.

Close
Just Getting Started?

If you’ve recently landed a new job, or have a little bit of money set aside to start your investment planning, then let us help you make sure that your hard earned funds end up in the right place. We will help you make sure that your money stays in your pockets. Make sure to find out how by signing up for our assessment call.

Read more
Savvy Investor!

You are a veteran at this whole saving and investing thing. You are ahead of the wealth management game, but have you taken a closer look at some of the fees you may be paying to your financial advisor? Sign up for our free assessment call. You may be able to save a lot more money than you think.

Close
Savvy Investor!

You are a veteran at this whole saving and investing thing. You are ahead of the wealth management game, but have you taken a closer look at some of the fees you may be paying to your financial advisor? Sign up for our free assessment call. You may be able to save a lot more money than you think.

Read more
Trying to Teach My Kids?

We love helping parents teach their kids about money and making sure they get the financial education they need to avoid the same mistakes we may have made in our past. Kids LOVE money, and we have an entertaining and inspiring way to help you with the tools you need to get them started on their own financial path at any age! Sign up for our assessment call to find out how our system works.

Close
Trying to Teach My Kids?

We love helping parents teach their kids about money and making sure that they avoid the same mistakes that we’ve maybe made in our past. Kids LOVE money, and we have an entertaining and inspiring way to help you with the tools you need to get them started on their own financial path at any age! Sign up for our assessment call to find out how our system works.

Read more
I’m a Saver!

Learning how to save money is the hardest step. Now you need to turn those savings into smart investments and get that money working harder for you! Get in touch and we can help you decide who to work with and how to get that money working for you.

Close
I’m a Saver!

Learning how to save money is the hardest step. Now you need to turn those savings into smart investments and get that money working harder for you! Get in touch and we can help you decide who to work with and how to get that money working for you.

Read more
Learning to Budget?

The dreaded B-word. We know, it sounds scary! But really, if you get a handle on the household budget, you will be way ahead of many Canadians. You will be well positioned to free up some money and start getting it to work for you! And that is the key to financial wellness.

Close
Learning to Budget?

The dreaded B-word. We know, it sounds scary! But really, if you get a handle on the household budget, you will be way ahead of many Canadians. You will be well positioned to free up some money and start getting it to work for you! And that is the key to financial wellness.

Read more
Planning For Retirement?

No matter what stage you are at in your life, you should have a retirement planning roadmap. Our team has some clever insights, smart tactics, and a personalized approach that can help ensure you are heading in the right direction for a financially stress-free retirement.

Close
Planning For Retirement?

No matter what stage you are at in your life, you should have a retirement planning roadmap. Our team has some clever insights, smart tactics, and a personalized approach that can help ensure you are heading in the right direction for a financially stress-free retirement.

Read more
Improving Employee Health & Wellness

Very smart. Your employees deserve financial wellness. And not only do you help employees and their families by providing financial education, but you are having a serious impact on the bottom line of your company. Want to learn more? Sign up for our free assessment call.

Close
Improving Employee Health & Wellness

Very smart. Your employees deserve financial wellness. And not only do you help employees and their families by providing financial education, but you are having a serious impact on the bottom line of your company. Want to learn more? Sign up for our free assessment call.

Read more
Overview: Coaching Process
01
Financial Assessment

The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individual needs.

02
Cash Flow Management

We then identify problem areas and help you understand your cash flow. In order for you to lay down the foundation to building wealth, it’s crucial that you understand what you have coming in, and what you have going out. This allows you to create an spending plan so that your money can be allocated properly in order to achieve your financial goals.

03
Investment Analysis or Debt Reduction

Depending on your current situation, we either focus on debt reduction where we set you up on a cash flow plan to reduce your debts faster than you ever imagined, and/or, we analyze your investments. This is where our coaches will evaluate your investment portfolio and provide you with opportunities to put more money in your pocket every year.

04
Roadmap to Financial Freedom

Finally, we wrap up all of the pieces and ensure that you feel comfortable and confident in your plan moving forward. At this point, we will walk you through the process to achieve the financial freedom that you’ve always dreamed of, using the resources and tools from our previous sessions.

05
Accountability & Plan Refinement

Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through our program.

06
Outgoing Financial Report

On the final step, our coaches will take you through a wrap up report where you’ll be able to see how much your finances have changed over the 6 months of coaching. This is where you’ll be able to see the financial impact that your hard work and dedication had on your finances.

01
Financial
Assessment
02
Cash Flow
Management
03
Investment Analysis
or Debt Reduction
04
Roadmap to
Financial Freedom
05
Accountability &
Plan Refinement
06
Outgoing
Financial Report
Overview: Coaching process.
  • 01
  • 02
  • 03
  • 04
  • 05
  • 06

Financial Assessment

The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individual needs.

Cash Flow Management

We then identify problem areas and help you understand your cash flow. In order for you to lay down the foundation to building wealth, it’s crucial that you understand what you have coming in, and what you have going out. This allows you to create an spending plan so that your money can be allocated properly in order to achieve your financial goals.

Investment Analysis or Debt Reduction

Depending on your current situation, we either focus on debt reduction where we set you up on a cash flow plan to reduce your debts faster than you ever imagined, and/or, we analyze your investments. This is where our coaches will evaluate your investment portfolio and provide you with opportunities to put more money in your pocket every year.

Roadmap to Financial Freedom

Finally, we wrap up all of the pieces and ensure that you feel comfortable and confident in your plan moving forward. At this point, we will walk you through the process to achieve the financial freedom that you’ve always dreamed of, using the resources and tools from our previous sessions.

Accountability & Plan Refinement

Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through our program.

Outgoing Financial Report

On the final step, our coaches will take you through a wrap up report where you’ll be able to see how much your finances have changed over the 6 months of coaching. This is where you’ll be able to see the financial impact that your hard work and dedication had on your finances.

Overview: coaching process.
1
Complete financial
assessment

The first thing we need to do is learn about your finances. We conduct a complete financial assessment with where you are now, and help you understand how to be more efficient with what you have. This session allows our coaches to determine how we’re going to shape our coaching to cater to your individual needs.

2
Cash Flow Management

We then identify problem areas and help you understand your cash flow. in order for you to lay down the foundation to building wealth, it’s crucial that you understand what money you have coming in, and what money you have going out. we take you through one of the most important tools for your financial success. it will allow you to create an expenditure plan so that your money can be allocated properly so that you can achieve your financial goals.

3
Investment analysis
and opportunity discovery

Depending on your current situation, we either focus on debt reduction where we set you up on a cash flow plan to reduce your debts faster than you ever imagined, and/or, we analyze your investments. This is where our coaches will evaluate your investment portfolio and provide you with opportunities to put more money in your pocket every year.

4
Custom roadmap to
your financial freedom

Finally, we wrap up all of the pieces and ensure that you feel comfortable and confident in your plan moving forward. At this point, we will walk you through the process to achieve the financial freedom that you’ve always dreamed of, using the resources and tools from our previous sessions.

5
Accountability
check-in and plan refinement

Your finances can change quickly. We understand that. This is one of the reasons why we provide our clients with accountability and plan refinement to adjust to these changes. This step is also crucial to ensure that you’re executing on what you’ve learned through our program.

6
Outgoing survey and
financial report

On the final step, our coaches will take you through a wrap up report where you’ll be able to see how much your finances have changed over the 6 months of coaching. This is where you’ll be able to see the financial impact that your hard work and dedication had on your finances.

Meet Our Coaches

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.

We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

Prior to joining Enriched Academy, I was working in Toronto and living a comfortable, but far from extravagant lifestyle. I had dreamed since I was young of a 6-month adventure to South America and Southeast Asia, and I managed to save 40% of my income in one year to fund the trip. I quit my job, got rid of my apartment and left Toronto to go on the adventure - the Huffington Post even wrote an article about me.

For many people, this kind of adventure leaves them broke or indebted upon their return. I actually kept enough money aside to move back to Toronto and live a comfortable life in a very expensive city. It’s been over four years now and I continue to invest 30% of my income and I’m on track to retire at age 40.

How did I do this? I have to give credit to my parents who taught me to be fiscally responsible from an early age, just like we believe at Enriched Academy! I also practice what I preach and apply everything I teach my clients to my own financial life.

Education
  • Accredited Financial Counselor of Canada
  • Bachelor of Honors – Queen’s University
  • Sports and Event Marketing – George Brown College
  • Personal Finance Coaching by Robert Kiyosaki
  • Academy of Financial Trading
Financial Influences
  • Millionaire Teacher by Andrew Hallam
  • Rich Dad Poor Dad by Robert Kiyosaki
  • The Greater Fool by Garth Turner
  • It’s Your Money Honey by Laura MacDonald and Susan Misner
  • The Wealthy Barber by David Chilton
  • The Wealthy Barber Returns by David Chilton
  • Your Money or Your Life by Vicki Robin
Close
Head of Financial Coaching
Alanna Abramsky AFCC®

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.

We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

Throughout my adult life I have always been intrigued by making money and wondering why people use it the way they do. Financial matters can be deeply personal and difficult to discuss. I have helped many clients get through the type of money discussions they needed to have but did not really want to have with anyone else.

My professional career has mainly been in the investment industry, and I am well-versed in helping people invest in mutual funds, ETFs, stocks, bonds and other financial resources. However, my true passion is to educate and empower my clients to manage their own investments. I believe that with the right knowledge and some initial guidance and support, everyone should be able to successfully manage their own financial life.

Prior to joining Enriched I was an avid real estate investor and accumulated five Ontario rental properties in under 10 years. I don’t feel timing or luck had anything to do with my success. It was my ability to leverage the knowledge I had and put it into action that really drove my success. I am living proof that clear and concise goals lead to financial success, and this idea forms an integral part of the overall financial strategy for my Enriched Academy clients.

In spring of 2021 I moved my young family to Nova Scotia in search of a more relaxed way of life and find the work-life balance all Canadians should have. Retiring early is not a goal of mine – but I do plan on having the income from my passive investments cover our living expenses before I reach 40.

My parents are the most frugal people and hard-working people I know, and from a young age I’ve always said, “I want to make money with my brain and not my body.” I look forward to discussing your beliefs about money and lifestyle and challenging you to achieve the success you want.

Education
Financial Influences
  • Your Money or Your Life by Vicki Robin
  • The Magic of Thinking Big by David Schwartz
  • The Book on Rental Property Investing by Brandon Turner
  • The Subtle Art of Not Giving a F*ck by Mark Manson
  • Rule #1 by Phil Town
Close
Financial Coach
Matt Dewey AFCC®

Throughout my adult life I have always been intrigued by making money and wondering why people use it the way they do. Financial matters can be deeply personal and difficult to discuss. I have helped many clients get through the type of money discussions they needed to have but did not really want to have with anyone else.

My professional career has mainly been in the investment industry, and I am well-versed in helping people invest in mutual funds, ETFs, stocks, bonds and other financial resources.

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!

I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

I was fortunate to grow up on a farm with wonderful parents who taught me early on the importance of living within your means and making good financial choices. I currently live in Calgary, Alberta and spend time at our second home on Manitoulin Island during the summer.

In our spare time my partner, Dan and I enjoy spending time with our grandchildren, going camping, fishing, or exploring quadding trails.

Education
  • Certified Financial Planner – FP Canada
  • Chartered Financial Divorce Specialist – Academy of Divorce Financial Specialists
  • Qualified Mediator – Alternative Dispute Resolution Institute Canada
  • Family Mediation Certificate – University of Calgary and Justice Institute of BC
Financial Influences
  • Dr. Amy D’Aprix – A Head on Approach to Financial Caring
  • The Wealthy Barber – David Chilton
  • The Wealthy Barber Returns – David Chilton
Close
Financial Coach
Caroline Cranston CFP®, CDFS®, Q-Med

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!

I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

My introduction to the Financial Industry came when we closed our business after almost 10 years. The financial stress I was under had negatively impacted my mental and physical health, and I reached out for help. It was quite an eye-opener, and I became obsessed with learning about money management. That's when I decided to become a Financial Advisor.

To start over with nothing in my late 40s was a very humbling experience, and it came with a lot of sacrifices. But fast forward 5 years later to not only being financially secure and mortgage- free, but it is now my passion to share what I have learned with others, and my responsibility. I decided to focus on coaching and started exploring the psychology side of finances, and how our actions are the results of our beliefs and thoughts around money.


My Mission
  • To help individuals and families develop and implement money strategies for making better financial decisions and establishing a balanced, healthy relationship with money
  • To encourage people to talk openly about money, without fear and shame
  • To help parents teach their children good money habits

What we focus on grows. Learning how to improve our money management skills and money mindset and taking action on what we learn will undoubtedly improve our financial health. And in turn, improves our overall health. I am happy to be a part of Enriched Academy so I can reach more people throughout the country and be surrounded by other financial experts. I look forward to meeting you!

Education
  • Bachelor of Business/Tourism Development Mount Saint Vincent University
  • Financial Coach Academy
  • Accredited Insolvency Financial Counsellor
Financial Influences
  • Profit First - Mike Michalowicz
  • Facilitating Financial Health - Brad Klontz
  • Money Magic - Deborah Price
  • The Psychology of Money - Morgan Housel
  • Secrets of the Millionaire Mindset - T. Harv Eker
Close
Financial Coach
Danielle Corcoran AFCC® (in progress)

My introduction to the Financial Industry came when we closed our business after almost 10 years. The financial stress I was under had negatively impacted my mental and physical health, and I reached out for help. It was quite an eye-opener, and I became obsessed with learning about money management. That's when I decided to become a Financial Advisor.

To start over with nothing in my late 40s was a very humbling experience, and it came with a lot of sacrifices.

I have worked in the financial industry for 15 years, and I am passionate about the financial wellness of Canadians!

Throughout my career I have gained experience in roles related to financial planning, coaching, education and leadership. Currently, I educate students working to obtain their certified financial planning designation, on the importance of a holistic and customized approach to planning. I am very excited to have joined the Enriched Academy team, allowing me to apply the approaches I teach, in order to work towards the mission of achieving financial wellness for every Canadian.

I am fortunate that my parents taught me early on the importance of budgeting and saving. I currently live in Rocky Mountain House, Alberta with my husband, Kelly and fur child, Zoe. In our spare time, we enjoy travel and golf.

Education
  • Certified Financial Planner – FP Canada
Financial Influences
  • Dr. Moira Somers – Advice That Sticks
  • Rich Dad Poor Dad - by Robert Kiyosaki
  • FP Canada Research Foundation
Close
Financial Coach
Maegen Kramer CFP®

I have worked in the financial industry for 15 years, and I am passionate about the financial wellness of Canadians!

Throughout my career I have gained experience in roles related to financial planning, coaching, education and leadership. Currently, I educate students working to obtain their certified financial planning designation, on the importance of a holistic and customized approach to planning. I am very excited to have joined the Enriched Academy team, allowing me to apply the approaches I teach, in order to work towards the mission of achieving financial wellness for every Canadian.

I have worked in the financial industry as a Certified Financial Planner for 22 years, and I am dedicated to helping Canadians achieve their financial goals.

Throughout my career I have gained experience in roles related to financial planning, coaching, training, personal goal setting and leadership. Several of my clients have been small business owners. I am very excited to be a Financial Coach with the Enriched Academy team, allowing me to apply my experience, towards the mission of achieving financial wellness for every Canadian.

I am fortunate that my experience running a business has taught me the importance of budgeting, saving, and investing. I currently live in Orillia, Ontario with my wife Clare. In our spare time, we enjoy travel, boating, and golf.

Education
  • Certified Financial Planner – FP Canada
Financial Influences
  • Nick Murray - The Excellent Investment Advisor
  • Paul J. Meyer - Million Dollar Personal Success Plan
  • FP Canada Research Foundation
Close
Financial Coach
Hal Kenty CFP®

I have worked in the financial industry as a Certified Financial Planner for 22 years, and I am dedicated to helping Canadians achieve their financial goals.

Throughout my career I have gained experience in roles related to financial planning, coaching,training, personal goal setting and leadership.Several of my clients have been small business owners. I am very excited to be a Financial Coach with the Enriched Academy team, allowing me to apply my experience, towards the mission of achieving financial wellness for every Canadian.

I’ve been in the financial industry since 2015 as a financial advisor. What I like the most is to create a financial structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and manage. I make sure that my clients feel comfortable and invested in their work because constant efforts give the most rewards. The strategies that I teach also allow me to grow my own net worth and manage my own portfolio in my journey towards financial independence.

I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially independent. Gaining financial knowledge helped me feel like I’m in control of my finances and on track toward reaching my goals. I am excited to help like-minded people do the same with the Enriched Academy coaching program.

I moved a lot because I’m really curious and finally settled in Quebec city where I got the best of both worlds, which is nature and culture in the same place. I plan to spend time with my friends and family, write books and blogs, and never stop learning new things.

Education
  • Bachelors in Psychology
  • Certified Financial Planner (in progress)
Financial Influences
  • Intelligent Investor - Benjamin Graham
  • FIRE Movement
  • Graham Stephen’s Youtube Channel
Close
Financial Coach
Vanessa Arsenault CFP® (in progress)

I’ve been in the financial industry since 2015 as a financial advisor. What I like the most is to create a financial structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and manage. I make sure that my clients feel comfortable and invested in their work because constant efforts give the most rewards. The strategies that I teach also allow me to grow my own net worth and manage my own portfolio in my journey towards financial independence.

I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially

Growing up as an immigrant from a single parent family – I knew that we did not have much. The script I followed was “Money is for survival”.

After completing 2 degrees, I was $30,000 in debt. With an entry level position, dedication, commitment, and a plan - I paid the debt off in 2 years.

After some time, I worked for an amazing organization where I facilitated financial literacy workshops. I also helped the organization create and launch their thriving financial coaching program. I completely enjoyed my job! It is an honor to walk alongside people to uncover how their assets (financial and otherwise) can support their dreams. As I excelled in my role, I was offered a position to train financial coaches and lead a financial coaching community of practice.

Along my journey as a financial educator, coach, and trainer I discovered I can change my money mindset and alter my money scripts to redirect my life. My new money script is “Money is a tool that helps me live my best life”.

I have lived and witnessed the importance of financial literacy. I live with my husband and daughter in Calgary, Alberta and our family is on track to be Financially Independent and Retire Early (FIRE) by 2028.

Education
  • Accredited Financial Counsellor of Canada (AFCC)
  • Bachelor of Psychology – University of Calgary
  • Bachelor of Education – University of Calgary
  • Financial Coaching Training – Bow Valley College
  • Financial Literacy Training – Momentum
  • Personal Finance Essentials – McGill University
Financial Influences
  • Michael Thomas – Financial Empathy: Understanding the Story Beneath the Numbers
  • David Bach – The Latte Factor
  • Larry Bates – Beat The Bank
  • Kristy Shen & Bryce Leung – Quit Like A Millionaire
Close
Financial Coach
Sherry Kwok AFCC®

Growing up as an immigrant from a single parent family – I knew that we did not have much. The script I followed was “Money is for survival”.

After completing 2 degrees, I was $30,000 in debt. With an entry level position, dedication, commitment, and a plan - I paid the debt off in 2 years.

After some time, I worked for an amazing organization where I facilitated financial literacy workshops.

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.

We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

Prior to joining Enriched Academy, I was working in Toronto and living a comfortable, but far from extravagant lifestyle. I had dreamed since I was young of a 6-month adventure to South America and Southeast Asia, and I managed to save 40% of my income in one year to fund the trip. I quit my job, got rid of my apartment and left Toronto to go on the adventure - the Huffington Post even wrote an article about me.

For many people, this kind of adventure leaves them broke or indebted upon their return. I actually kept enough money aside to move back to Toronto and live a comfortable life in a very expensive city. It’s been over four years now and I continue to invest 30% of my income and I’m on track to retire at age 40.

How did I do this? I have to give credit to my parents who taught me to be fiscally responsible from an early age, just like we believe at Enriched Academy! I also practice what I preach and apply everything I teach my clients to my own financial life.

Education
  • Accredited Financial Counselor of Canada
  • Bachelor of Honors – Queen’s University
  • Sports and Event Marketing – George Brown College
  • Personal Finance Coaching by Robert Kiyosaki
  • Academy of Financial Trading
Financial Influences
  • Millionaire Teacher by Andrew Hallam
  • Rich Dad Poor Dad by Robert Kiyosaki
  • The Greater Fool by Garth Turner
  • It’s Your Money Honey by Laura MacDonald and Susan Misner
  • The Wealthy Barber by David Chilton
  • The Wealthy Barber Returns by David Chilton
  • Your Money or Your Life by Vicki Robin
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Head of Financial Coaching
Alanna Abramsky AFCC®

I’ve been collaborating with Enriched Academy since 2017 to develop our Financial Coaching program into the effective, results-driven program it is today. Together with my colleagues at Enriched Academy, we are on a mission to make financial freedom accessible to all Canadians across the country.
We do this by developing a practical understanding of basic financial principles including net worth, managing cash flow, and creating passive income to fund retirement. My coaching strengths include debt reduction, cash flow management, investment analysis, self-directed investing and private lending.

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Throughout my adult life I have always been intrigued by making money and wondering why people use it the way they do. Financial matters can be deeply personal and difficult to discuss. I have helped many clients get through the type of money discussions they needed to have but did not really want to have with anyone else.

My professional career has mainly been in the investment industry, and I am well-versed in helping people invest in mutual funds, ETFs, stocks, bonds and other financial resources. However, my true passion is to educate and empower my clients to manage their own investments. I believe that with the right knowledge and some initial guidance and support, everyone should be able to successfully manage their own financial life.

Prior to joining Enriched I was an avid real estate investor and accumulated five Ontario rental properties in under 10 years. I don’t feel timing or luck had anything to do with my success. It was my ability to leverage the knowledge I had and put it into action that really drove my success. I am living proof that clear and concise goals lead to financial success, and this idea forms an integral part of the overall financial strategy for my Enriched Academy clients.

In spring of 2021 I moved my young family to Nova Scotia in search of a more relaxed way of life and find the work-life balance all Canadians should have. Retiring early is not a goal of mine – but I do plan on having the income from my passive investments cover our living expenses before I reach 40.

My parents are the most frugal people and hard-working people I know, and from a young age I’ve always said, “I want to make money with my brain and not my body.” I look forward to discussing your beliefs about money and lifestyle and challenging you to achieve the success you want.

Education
Financial Influences
  • Your Money or Your Life by Vicki Robin
  • The Magic of Thinking Big by David Schwartz
  • The Book on Rental Property Investing by Brandon Turner
  • The Subtle Art of Not Giving a F*ck by Mark Manson
  • Rule #1 by Phil Town
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Financial Coach
Matt Dewey AFCC®

Throughout my adult life I have always been intrigued by making money and wondering why people use it the way they do. Financial matters can be deeply personal and difficult to discuss. I have helped many clients get through the type of money discussions they needed to have but did not really want to have with anyone else.

My professional career has mainly been in the investment industry, and I am well-versed in helping people invest in mutual funds, ETFs, stocks, bonds and other financial resources.

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I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!

I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

I was fortunate to grow up on a farm with wonderful parents who taught me early on the importance of living within your means and making good financial choices. I currently live in Calgary, Alberta and spend time at our second home on Manitoulin Island during the summer.

In our spare time my partner, Dan and I enjoy spending time with our grandchildren, going camping, fishing, or exploring quadding trails.

Education
  • Certified Financial Planner – FP Canada
  • Chartered Financial Divorce Specialist – Academy of Divorce Financial Specialists
  • Qualified Mediator – Alternative Dispute Resolution Institute Canada
  • Family Mediation Certificate – University of Calgary and Justice Institute of BC
Financial Influences
  • Dr. Amy D’Aprix – A Head on Approach to Financial Caring
  • The Wealthy Barber – David Chilton
  • The Wealthy Barber Returns – David Chilton
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Financial Coach
Caroline Cranston CFP®, CDFS®, Q-Med

I have worked in the financial industry for over 30 years, and I am passionate about helping Canadian’s achieve financial freedom!
I grew up on Manitoulin Island in Ontario and started out in my career as a bank teller and moved into financial planning, coaching and leadership roles throughout the years. When I retired from my Banking career in 2019, I opened my own private practice. I am very excited to have joined the Enriched Academy team to achieve the mission of making financial freedom accessible to all Canadians.

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My introduction to the Financial Industry came when we closed our business after almost 10 years. The financial stress I was under had negatively impacted my mental and physical health, and I reached out for help. It was quite an eye-opener, and I became obsessed with learning about money management. That's when I decided to become a Financial Advisor.

To start over with nothing in my late 40s was a very humbling experience, and it came with a lot of sacrifices. But fast forward 5 years later to not only being financially secure and mortgage- free, but it is now my passion to share what I have learned with others, and my responsibility. I decided to focus on coaching and started exploring the psychology side of finances, and how our actions are the results of our beliefs and thoughts around money.

My Mission
  • To help individuals and families develop and implement money strategies for making better financial decisions and establishing a balanced, healthy relationship with money
  • To encourage people to talk openly about money, without fear and shame
  • To help parents teach their children good money habits

What we focus on grows. Learning how to improve our money management skills and money mindset and taking action on what we learn will undoubtedly improve our financial health. And in turn, improves our overall health. I am happy to be a part of Enriched Academy so I can reach more people throughout the country and be surrounded by other financial experts. I look forward to meeting you!

Education
  • Bachelor of Business/Tourism Development Mount Saint Vincent University
  • Financial Coach Academy
  • Accredited Insolvency Financial Counsellor
Financial Influences
  • Profit First - Mike Michalowicz
  • Facilitating Financial Health - Brad Klontz
  • Money Magic - Deborah Price
  • The Psychology of Money - Morgan Housel
  • Secrets of the Millionaire Mindset - T. Harv Eker
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Money Coach
Danielle Corcoran AFCC® (in progress)

My introduction to the Financial Industry came when we closed our business after almost 10 years. The financial stress I was under had negatively impacted my mental and physical health, and I reached out for help. It was quite an eye-opener, and I became obsessed with learning about money management. That's when I decided to become a Financial Advisor.

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I have worked in the financial industry for 15 years, and I am passionate about the financial wellness of Canadians!

Throughout my career I have gained experience in roles related to financial planning, coaching, education and leadership. Currently, I educate students working to obtain their certified financial planning designation, on the importance of a holistic and customized approach to planning. I am very excited to have joined the Enriched Academy team, allowing me to apply the approaches I teach, in order to work towards the mission of achieving financial wellness for every Canadian.

I am fortunate that my parents taught me early on the importance of budgeting and saving. I currently live in Rocky Mountain House, Alberta with my husband, Kelly and fur child, Zoe. In our spare time, we enjoy travel and golf.

Education
  • Certified Financial Planner – FP Canada
Financial Influences
  • Dr. Moira Somers – Advice That Sticks
  • Rich Dad Poor Dad - by Robert Kiyosaki
  • FP Canada Research Foundation
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Financial Coach
Maegen Kramer CFP®

I have worked in the financial industry for 15 years, and I am passionate about the financial wellness of Canadians!
Throughout my career I have gained experience in roles related to financial planning, coaching, education and leadership. Currently, I educate students working to obtain their certified financial planning designation, on the importance of a holistic and customized approach to planning. I am very excited to have joined the Enriched Academy team, allowing me to apply the approaches I teach, in order to work towards the mission of achieving financial wellness for every Canadian.

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I have worked in the financial industry as a Certified Financial Planner for 22 years, and I am dedicated to helping Canadians achieve their financial goals.

Throughout my career I have gained experience in roles related to financial planning, coaching, training, personal goal setting and leadership. Several of my clients have been small business owners. I am very excited to be a Financial Coach with the Enriched Academy team, allowing me to apply my experience, towards the mission of achieving financial wellness for every Canadian.

I am fortunate that my experience running a business has taught me the importance of budgeting, saving, and investing. I currently live in Orillia, Ontario with my wife Clare. In our spare time, we enjoy travel, boating, and golf.

Education
  • Certified Financial Planner – FP Canada
Financial Influences
  • Nick Murray - The Excellent Investment Advisor
  • Paul J. Meyer - Million Dollar Personal Success Plan
  • FP Canada Research Foundation
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Financial Coach
Hal Kenty CFP®

I have worked in the financial industry for 15 years, and I am passionate about the financial wellness of Canadians!
Throughout my career I have gained experience in roles related to financial planning, coaching,training, personal goal setting and leadership.Several of my clients have been small business owners. I am very excited to be a Financial Coach with the Enriched Academy team, allowing me to apply my experience, towards the mission of achieving financial wellness for every Canadian.

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I’ve been in the financial industry since 2015 as a financial advisor. What I like the most is to create a financial structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and manage. I make sure that my clients feel comfortable and invested in their work because constant efforts give the most rewards. The strategies that I teach also allow me to grow my own net worth and manage my own portfolio in my journey towards financial independence.

I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially independent. Gaining financial knowledge helped me feel like I’m in control of my finances and on track toward reaching my goals. I am excited to help like-minded people do the same with the Enriched Academy coaching program.

I moved a lot because I’m really curious and finally settled in Quebec city where I got the best of both worlds, which is nature and culture in the same place. I plan to spend time with my friends and family, write books and blogs, and never stop learning new things.

Education
  • Bachelors in Psychology
  • Certified Financial Planner (in progress)
Financial Influences
  • Intelligent Investor - Benjamin Graham
  • FIRE Movement
  • Graham Stephen’s Youtube Channel
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Financial Coach
Vanessa Arsenault CFP® (in progress)

I’ve been in the financial industry since 2015 as a financial advisor. What I like the most is to create a financial structure for people and make sure every aspect of their finances is covered, in a way that is simple to apply and manage. I make sure that my clients feel comfortable and invested in their work because constant efforts give the most rewards. The strategies that I teach also allow me to grow my own net worth and manage my own portfolio in my journey towards financial independence.
I didn’t know anything about finances when I was growing up, which caused a lot of stress when I became financially

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Growing up as an immigrant from a single parent family – I knew that we did not have much. The script I followed was “Money is for survival”.

After completing 2 degrees, I was $30,000 in debt. With an entry level position, dedication, commitment, and a plan - I paid the debt off in 2 years.

After some time, I worked for an amazing organization where I facilitated financial literacy workshops. I also helped the organization create and launch their thriving financial coaching program. I completely enjoyed my job! It is an honor to walk alongside people to uncover how their assets (financial and otherwise) can support their dreams. As I excelled in my role, I was offered a position to train financial coaches and lead a financial coaching community of practice.

Along my journey as a financial educator, coach, and trainer I discovered I can change my money mindset and alter my money scripts to redirect my life. My new money script is “Money is a tool that helps me live my best life”.

I have lived and witnessed the importance of financial literacy. I live with my husband and daughter in Calgary, Alberta and our family is on track to be Financially Independent and Retire Early (FIRE) by 2028.

Education
  • Accredited Financial Counsellor of Canada (AFCC)
  • Bachelor of Psychology – University of Calgary
  • Bachelor of Education – University of Calgary
  • Financial Coaching Training – Bow Valley College
  • Financial Literacy Training – Momentum
  • Personal Finance Essentials – McGill University
Financial Influences
  • Michael Thomas – Financial Empathy: Understanding the Story Beneath the Numbers
  • David Bach – The Latte Factor
  • Larry Bates – Beat The Bank
  • Kristy Shen & Bryce Leung – Quit Like A Millionaire
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Financial Coach
Sherry Kwok AFCC®

Growing up as an immigrant from a single parent family – I knew that we did not have much. The script I followed was “Money is for survival”.
After completing 2 degrees, I was $30,000 in debt. With an entry level position, dedication, commitment, and a plan - I paid the debt off in 2 years.
After some time, I worked for an amazing organization where I facilitated financial literacy workshops.

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Enriched Academy Works!

Hear what our customers have to say.

Chris Jackson
Chris Jackson
Realtor

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Karey Salem
Karey Salem
Realtor

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Sara Walsh And Brett Perreault
Sara Walsh And Brett Perreault
Realtor

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Jeff Poh
Jeff Poh
Realtor

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

Jackie Mussel
Jackie Mussel
Fire Services Coordinator

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Chris Jackson
One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.
Chris Jackson
Karey Salem
The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.
Karey Salem
Sara Walsh And Brett Perreault
I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.
Sara Walsh And Brett Perreault
Jeff Poh
Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.
Jeff Poh
Jackie Mussel
If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.
Jackie Mussel

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Close
Chris Jackson

One of if not the best financial decision I made, it paid for its self 10x over at least. Stick to the system, and it works, yes you might slip into old habits but as long as you go back to the system it's works. Contact me anytime, I will share my story.

Read More

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Close
Karey Salem

The Enriched Academy Coaching program has been life changing! I learned the incredible value of budgeting and understanding where all my money was going.

Read More

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Close
Sara Walsh And Brett Perreault

I was floored by the Enriched Academy Wealth Building Bootcamp, so much so my wife and I signed up for the coaching program the day of the Bootcamp. It’s truly one of the best investments we’ve ever made.

Read More

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

Close
Jeff Poh

Enriched Academy gave us the tools, insights and knowledge to budget our lifestyle while saving and investing for our future. A huge thank you from us.

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Close
Jackie Mussel

If you are considering Financial Coaching as a method to improve your personal financial situation, my question to you is…What are you waiting for? Do it. Now. There will never be a better time than now. Invest in yourself, your future and your family. You won't be disappointed in the results from Enriched Academy.

Read More
Need More Information?

You can find your answers here.

Everyone can use a little clarity with their finances. And sometimes a gentle kick in the pants is all we need. A financial coach brings an unbiased and highly knowledgeable perspective to help you understand your current situation, set financial goals, and identify alternatives. A coach will also give you a layer of support and accountability to help you achieve those goals!

Our sessions are held virtually so we can share screens and talk face to face. You do not need to be tech savvy to join coaching, but we suggest being familiar with how to use the internet, Excel documents, Google Drive, and our online tools. We can also help you fill out the worksheets if you require. Just come prepared with your homework.

Yes! If you have a question about your homework or need a second set of eyes/ears on a financial product or idea you have, you can email your coach directly. Please allow your coach up to 48 hours to respond as they work with multiple clients and may not be able to get to you right away.

We don’t sell products or manage your investments, but we can help point you in the right direction. Our ENTIRE focus is on educating you and helping you understand your financial situation. We want to show you where you are today and how to get to where you want to be, and help you plan all the steps you will need to take along the way. After that, we guide you through that process with expert support and accountability.

We do! But we don’t guarantee a certain result because this is a customized program and every client has different goals. We stand behind our material and don’t recommend our coaching services unless you really want to, and are ready to make a change. We’re here to make a difference in your financial future, and our program works if you stick with it and do your homework. If you complete the first two sessions in the first 30 days after your enrollment, and don’t think coaching is for you, then you can apply for a refund.

Of course! None of our clients are the same, and we treat each of our clients differently depending on where they are on their financial journey. We’ve seen it all and will cater our coaching to whatever your goals are. If you’re just starting out with a new job, need to get out of debt, have investments, entering retirement, etc. just let us know what your goals are, and we can help you achieve them.

YES! We welcome your referrals with open arms - financial literacy and financial freedom are something all Canadians should share! If you loved our coaching program, please share your success with your network. You can share THIS LINK on your social media, via email, text, or word of mouth. Your referrals can sign up for a FREE Financial Assessment Call to see if coaching is a good fit for them. And if it is, and if they successfully complete all 6 sessions of coaching, then we’ll send you AND your referral a $125 cash bonus as a Thank You!

Our coaching program is an investment in yourself and your future. Consider it the same as taking a College/University course in personal finance – that’s what our program is. Our program works for those who are ready to make a financial change in their lives, and who are coachable. However, if we feel that coaching is not right for you, we will give you your money back, at the discretion of the coach. We are here to help you and make a difference in the lives of Canadians.... because everyone deserves financial awareness. If you feel like you’re not fully ready for coaching just yet, you should look at the online Wealth Mastery program.

Coaching is not designed just for wealth building. It is tailored to your personal circumstances, and we have helped many coaching clients with debt reduction and elimination. We work with you to come up with a strategy to support you on your financial journey, from paying someone else, to paying yourself first.

No one should ever feel “uncomfortable” with their investments. Whether you are ultra-conservative or super aggressive, our goal is to educate you on the options available and help you evaluate the risk and make an informed decision for yourself. In addition to risk, we will also help you with balancing your overall portfolio and understanding the various costs and fees associated with your investments.

Absolutely! We love connecting with our clients for check-in and accountability sessions to help you continue your wealth building journey. If you are interested in extending your coaching program, you can CHECK OUT THIS LINK or discuss with your coach directly for more information.

Imagine joining a gym for the first time or taking part in a class on a brand-new topic. Sometimes you wish you had an instructor or coach to guide you through building those new muscles or correcting your form; or someone to ask questions to in class when you get stuck on a topic that is just not making sense. Well – enter in our financial coaches. As you work through the program, our financial coaches play the role of expert bootcamp trainers. They tweak your program to help you get the maximum results. Like a coach, they expect you to do the required lifting and exercises and will hold you accountable to your commitments. So, like any change and a good coach, they will help take you to the next level so long as you are willing to do the work required. The coaching program itself includes six, one-on-one sessions with your coach, tickets to our annual live events, partner/spousal inclusion, and lifetime access to our online curriculum.

Great question! And it’s one that we get a lot. We can cover a variety of topics depending on your needs. Coaching can help with budgeting and expense management, saving, debt reduction, investing in stocks, real estate and other passive income strategies, registered accounts (RRSP, TFSA, RIF, RESP etc.), retirement planning, wills, and insurance. Each client is different, and our coaches ensure you get a perfect fit with your situation and needs. Please note that we do not teach advanced investing techniques like day trading or options. We’re all about creating a diversified portfolio that delivers solid returns over the long term.

In the easiest way possible, a financial coach provides clients with education, information, and accountability so that you can make the best possible position to create initial wealth or become the most efficient with the wealth you've already created. Financial coaches tend to focus on fundamental financial needs and usually take a more personal, hands-on approach to working with clients. While a financial coach works with you as a partner, you are ultimately responsible for your success. A financial advisor/planner works to manage and build on wealth that already exists and can work with you on all stages of your financial life. Most people work with them on investments and future planning. With more of a focus on managing your assets and long-term planning, advisors tend to take an analytical approach in their work. Your working relationship with your financial advisor may not include as much communication as with a financial coach, but your advisor should still check in with you throughout the year.

Our coaches have a diverse background experience and qualifications which you can learn more about here.

See our education in action or learn more about how we can help you or your organization.

How can we help?