The time to take control of your finances is right now!
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Money Mindset Collection.
Visit our stores we’ve created tools and financially empowering apparel to not only help you with creating and maintaining healthy money habits but to also stay motivated and proud of this mindset
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Financial Mastery Tools
Achieve Financial Freedom With Financial Mastery Tools
Financial Coaching
A financial coach is someone who helps you improve your relationship with money and stay on track to meet your financial goals. Think of a financial coach like a personal trainer, whose job is to help you discuss, establish and uphold positive routines, ultimately helping you achieve your financial goals.
I can help you establish a positive relationship with money and determine what your natural motivations are toward saving and spending – and help hold you accountable in your decisions going forward. I work to know you and your mindset and help keep you on financial track with day-to-day behaviours, and thoughts, teach you valuable financial techniques and strategies, and, most importantly, encourage small successes to reach your goals.
Mortgage Agent
When it comes to buying a home, there are many moving parts. One of the most important things to consider is, what can you afford. Working with the right mortgage agent to get you the best mortgage for you and help you get into the home of your dreams faster than you think. Don’t get stuck with the only option your bank provides, working with me provides you with access to multiple lenders ensuring you can get the best mortgage for your needs.
I will meet with you and discuss your future home purchasing plans, your goals and needs and help you choose from numerous options from different lenders. You will receive a personalized service that will ensure you have a smooth ride through the home-buying process.
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Personal Financial Coaching
Whether you have minimal or zero financial knowledge, I can help you achieve your goals. I provide personalized, unbiased and collaborative one-on-one financial coaching. Learn the fundamentals, skills and tools to help you live debt free and discover financial wealth.
There are programs for individuals, couples or for youth. Choose from individual sessions or a package of sessions.
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Employee Financial Wellness Programs
My financial programs are customized to your organization’s needs providing planning and program design, training and facilitation. Whether you need a one-time workshop, an ongoing program that builds the fundamentals over time, or a specialized service for groups, I can work with you to customize your needs and come up with many ideas to get us started.
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Financial Foundations for Youth
Statistics show that students are inadequately prepared to face the financial burdens of the real world. My youth financial programs are customized to your school or institution. My focus with youth is to build the fundamentals over a series of workshops. Teaching healthy money habits and mindsets, plus the tools to start off money management right. I work with you to narrow down the right program providing planning and program design, training and facilitation.
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Public Speaking
Contact me to bring inspiration and guidance to your next keynote, panel discussion, motivational speaker or subject matter expert interview.
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Mortgages
The problem with going to the bank for a mortgage is that they are inherently limited in terms of the types of mortgages they can offer. This is because they can only sell the products that their bank is offering. They do not have the flexibility to find you the best mortgage for your needs. As a mortgage agent with Citadel I’m able to choose from numerous mortgage options from different lenders to find the most personalized mortgage for your specific needs.
Mortgage Agent Lic #M2100278/Brokerage FSRA #12993
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Professional Athletes
Director Smith believes that athletes financial performance should be at a high level during there prime years, but also during the years of decline and eventual retirement from sports. Smith seeks to improve financial literacy and financial behavior of professional athletes through personal 1 on 1 financial coaching sessions. Smith believes athletes will value having a great financial coach in the same way most athletes see the value in having a great coach in their preferred sport.
Services
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Paying It Forward
A portion of profits go towards an investment bursary to someone in need
I've struggled with money myself which is why I decided to become an expert on the subject. Now, I help people achieve their goals so they can live a financially secure life. I believe that if we can all enhance our financial performance than we don’t have to spend time working for money and we can do things which we genuinely enjoy. That's why a portion of profits will go towards an investment bursary to someone in need, so that way they can learn to know what it feels like to have their money work for them.