Financial Planning:

Independent, Fee-Only, Advice-Only financial planning for Canadians. We work with individuals, couples, medical professionals and business owners — both self-employed and incorporated.
Clear strategy. Practical action steps. Ongoing support — so you can achieve your goals with confidence.

Money Coaching:

Ongoing accountability and guidance focused on improving cash flow, strengthening financial organization, building better money habits, accelerating debt repayment, and increasing savings.

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

CONTACT INFO:

Meri-Li Forrest, CFP, CIM

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

Phone: 416.886.3912

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