Who Are We?
We are a team of finance professionals who strongly believe in the importance of personal finance, and knowing where and what your money is doing for you. Since the average Canadian may not know where to start when it comes to understanding their finances, we are strong advocates for the importance of financial advisors and financial planners in helping achieve your financial goals.
Since there are so many financial advisors and professionals across Canada, it can be difficult to sort through them and determine which advisor or planner is right for you. Our mission is to help make this process much more transparent and simpler, so that you can focus on your everyday life while managing you’re finances more effectively.
We help you to do this by publishing in-depth content on a variety of personal finance topics, so that you can feel comfortable discussing and understanding your finances. We also connect you with some of the best financial advisors based on your location.