Hi, I’m Meri-Li

I have over 25 years of experience in financial services, the majority spent in wealth management on Bay Street in Toronto. That experience gave me a strong foundation in investment planning, retirement strategies, corporate and tax planning, and comprehensive financial management—all of which I now use to provide clients with clear, actionable guidance tailored to their goals.

In 2022, I founded Be Wealthy Financial Coaching to provide fee-only, advice-only financial planning—free from product sales, commissions, or conflicts of interest.

I work with individuals, couples, medical professionals, and corporations, combining disciplined strategy with education and professional oversight so clients can move forward with clarity and confidence at every stage.

Credentials & Experience

• Certified Financial Planner® (CFP®)

• Chartered Investment Manager (CIM®)

• Canadian Securities Course (CSC®)

• Passed Level I, Chartered Financial Analyst (CFA Program)

• Bachelor of Commerce – Finance, Toronto Metropolitan University (formerly Ryerson University)

• Trauma of Money™ certified practitioner

• Volunteer business mentor, Starter Company Plus & FP Canada

• Member of the Financial Planning Association of Canada (FPAC)

Why I Started Be Wealthy Financial Coaching

My passion for personal finance began in Grade 11 business class, and I’ve always been fascinated by how money decisions shape our lives.

It was my childhood dream to be an entrepreneur, and in 2022 I launched Be Wealthy Financial Coaching to do things differently. The financial industry can feel overwhelming: advice is often tied to products, straightforward guidance is hard to find, and many people feel uncertain about where to turn. I focus on clear, practical guidance that helps clients:

• Reduce fees and taxes

• Manage debt and optimize cash flow

• Build savings and invest efficiently for both short- and long-term goals

• Navigate life transitions and plan for major milestones

Every plan I create integrates all the puzzle pieces of a client’s financial life into a personalized roadmap, turning complexity into actionable steps. I meet clients where they are, providing a judgment-free space for open conversations, guidance, and accountability.

I’m committed to delivering objective, transparent financial guidance that cuts through complexity and gives clients the clarity to move forward with confidence. No product sales. No hidden fees. Just thoughtful strategy, practical structure, and a clear path toward meaningful financial progress.

I live near Collingwood, Ontario, and work virtually with clients across Canada. Outside of work, I enjoy hiking, spending time outdoors, and planning travel adventures.