Hi, I’m Marcie.

Welcome! The fact that you’ve landed on this website tells me you have been searching for some answers and guidance regarding your personal finances. Searching for someone you can trust, someone who will support you, and someone who will celebrate your financial victories with you. I hope you find what you are looking for.

What do I do?

I teach basic financial literacy to help inspire financial confidence. I do this by helping my clients become better educated and organized regarding their personal financial situation so that they may maximize their available opportunities.

Personal Value Statement

People choose to work with me because I am dedicated to helping my clients become better educated and organized regarding their personal finances.

What this means is that I will create an environment where you feel comfortable talking about your greatest challenges and opportunities and what matters most to you and your family.

The benefit is that you will know you have a financial partner who keeps your best interests in mind.

Who do I work with?

I work with people just like you! The majority of my clients fall into 2 main groups: Young Professionals and Near Retirees.

Young Professionals are typically establishing their careers and building their wealth. Some milestones may have already happened (bought home, marriage, paid off student loans) and many more are yet to come (starting a family, becoming mortgage-free, retirement). Together, we help identify and prioritize goals and then create a plan to achieve them. Since I also fall into this group, many of the strategies that I use to improve my family's financial situation are the same as what I recommend with my clients. My clients tell me they like this too, and that they feel more comfortable working with someone in their age group for this very reason.

Near Retirees are typically 10-15 years from retirement. Often they have built up some wealth by the time we connect, but not always. In my experience, this group is nervous about retirement and is worried if they will have enough saved to have a comfortable retirement. If they're lucky enough to have a pension from work, they're not sure how much it will really be when it is time to retire. Together, we look at their current situation and determine if they're on track to reach their goals. We also determine what their "Retirement Paycheque" will be, which takes into account future CPP and OAS income. My clients tell me that they take comfort in the fact that I'm not a novice in my field, and that I'm young enough to still be working when they are ready to retire -- so I will be there to transition them into the comfortable retirement we've planned.