Financial Planning:

Flat-fee, Advice-Only financial planning for Canadians. We work with individuals, couples, and business owners — both self-employed and incorporated.
Streamlined and easy to understand plans & action steps.

Money Coaching Practical, ongoing support focused on cash flow, financial organization, better money habits, paying off debt faster and boosting savings.

Financial Wellness Webinars & Presentations

OWN YOUR FINANCIAL FUTURE

Be Wealthy Financial Coaching helps Canadians make confident money decisions through clear, unbiased financial planning, education, and thoughtful guidance.

Our services are 100% virtual. We’re based in Ontario but work with clients across Canada.

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CONTACT INFO:

Meri-Li Forrest, CFP, CIM

Financial Planner & Money Coach, Be Wealthy Financial Coaching Inc,

Phone: 416.886.3912

Email: hello@bewealthycoaching.com

Mailing Address: 64 Hurontario Street, Collingwood, ON L9Y 2L6