Women Led Financial Education & Wellness Advisor in US/Toronto - Wealth Management Expert

American companies have long recognized the importance of offering a 401(k) plan to their employees. For one, it’s an important tool to attract and retain talent. Employees not only look

Only 55% of Canadians have a will and only 40% have powers of attorney drawn up. That figure drops significantly (to 22% and 9%, respectively) for Canadians under age 35.

Every fall, human resources teams all around the U.S. work steadfastly to prepare employees for open enrollment   Millions of American households use this period – typically between November to

Whether you’re setting a new year’s financial resolution or a personal money goal, it’s easy to start with enthusiasm but end up abandoning it too soon. Shockingly, statistics reveal that

Happy New Year! New beginnings often come with renewed optimism of a better you – whatever that may be. Perhaps you want to build healthy habits, travel more, or learn

Frugal Living is not a walk in the park. Truth be told, when it comes to tightening the purse strings, most people’s #1 struggle is… You guessed it. Frugal living.

Divorce financial planning is often like navigating a labyrinth. You think you know the way, but suddenly every turn seems unfamiliar and fraught with potential pitfalls. The path to independence

Discover how corporate solutions support women’s financial health through tailored benefits and financial wellness programs for long-term success. If you’re running a company that wants to grow their earnings, I

At the time of writing this, most stock markets around the globe have taken a major hit due to fear of higher interest rates, higher inflation, and a looming recession

The Season for a Savings Plan The holiday season is around the corner and yes, tis’ the season for some fun with family and friends. It’s also the biggest gift-giving

More and more employers are waking up to the importance of offering a financial wellness program to their staff. After all, employees are a company’s most important asset How they

How do you know the state of your financial health? Personal finance ratios can provide a clearer picture of your financial situation and help you develop better habits so you