Welcome, you’re in the right place!

Hello 👋 I’m Meri-Li, and I’m thrilled to have you here.

My OBSESSION with personal finance started way back in Grade 11 business class, and there’s been no looking back.

Over the last 24 years, I’ve had the privilege of supporting clients in reaching their financial and wealth objectives.

This experience has given me insights into both the practical and emotional aspects of money. Both are vital for achieving financial success.

Money isn’t complicated but your relationship with it is.

My approach blends goal setting, financial wellness, literacy, and navigating the path to retirement and financial freedom.

I welcome the opportunity to support you on your financial journey. Together, let's unlock your full financial potential and create the wealthy life you envision.

Credentials:

• Certified Financial Planner (CFP®)

• Canadian Securities Course (CSC®)

• Canadian Investment Manager designation (CIM®)

• 24+ years of professional experience with Canadian Financial Institutions in Wealth Management & Personal Finance

• Passed level I Chartered Financial Analyst (CFA program)

• Finance degree & numerous financial courses

I’ve been there…

I’ve navigated my own messy financial challenges and learned first hand that a higher income doesn’t guarantee financial success. I understand how money can trigger stress, shame, loneliness, and overwhelm. BUT IT DOESN’T HAVE TO STAY THAT WAY.

Life threw some serious curveballs my way. I used my financial skills as fuel to take massive action, transforming my finances and life for the better.

Once my finances were optimized, I could finally pursue my childhood dream of entrepreneurship. But what would that business be?

Then I had a lightbulb moment…

• I noticed a lack of straightforward advice for handling everyday finances.

• Traditional financial planning skips over those who don’t already have a huge pile of money to invest.

• It’s all about selling products and meeting with advisors in fancy suits, where it’s hard to feel comfortable asking questions.

• I recognized finances are about way more than just the numbers, the softer behavioural side of finance is an important piece of the money puzzle.

So, I decided to do it differently!

I offer clear and impactful support to help clients move forward in their financial journey.

I believe that achieving positive financial change is something YOU can do. Bring your desire and commitment, and I'll provide the strategy and support you need. I meet you where you are in your money journey. It’s a judgment-free space for open discussions about money.

We explore how your past experiences with money shape your beliefs, spending decisions, and habits. We spot opportunities and challenges, and set clear goals with a step-by-step roadmap. You’ll have an effective money routine, the tools you need, and a plan to manage your money, both now and in the future.

No more feeling lost or stuck when it comes to your finances.

My role is to provide guidance, strategy, encouragement, insight, and inspiration, as you need it. We create an environment that holds you accountable. This ensures you implement what you learn and stay motivated to stick to your money roadmap.

Get ready to do BIG things with your money:

Phase 1: BUILD your foundation

Phase 2: IMPLEMENT your plan

Phase 3: GROW your wealth

In my coaching framework, the focus is to:

1. Maximize your money's potential.

2. Boost your net worth.

3. Efficiently move toward your financial goals.

4. Stay aligned with your life vision.

And the super cool part: you'll ACHIEVE MORE with your money than ever before!