Understanding Your Money Call
CA$149
Let’s talk money and make sense of your next step ➡️
Feeling unsure about what to do with your money?
Not fully understanding what’s inside your TFSA, RRSP, or RESP?
Whether you’ve started investing, have accounts set up, or haven’t begun yet, this 1:1 session is designed to help you understand how your money is currently structured - so you can feel more confident navigating your accounts and asking the right questions.
What’s Included 📋
→ A 60-minute 1:1 video call to walk through your money and make sense of your next step
→ A walkthrough of your current setup (TFSA, RRSP, RESP, etc.)
→ Help understanding what’s currently set up for you (through your bank or elsewhere)
→ A simple breakdown of how investing works (in plain language)
→ A simple way to think about ETFs and long-term investing
→ Time to ask any questions you’ve been unsure about
→ A follow-up summary with key takeaways after your session
Who This Is For
→ You have savings but aren’t sure what to do with it
→ You don’t fully understand your current investments
→ You’ve been putting off investing because it feels overwhelming
→ You don’t meet the minimums for a financial advisor but still want guidance
→ You want to feel more confident before making decisions
Disclaimer
I’m not a licensed financial advisor or financial planner. This session is for informational and educational purposes only and is meant to help you better understand your current financial situation.