You deserve financial advice from advisors who truly understand your journey. As a women-led team, our financial advice is built on a deep understanding of your reality — from navigating career interruptions to planning for a longer life.
Research shows that many women feel reluctant to engage with financial advisors, often because:
Your experience is valid. And it's the reason why our approach is fundamentally different.
No confusing financial speak or overly technical explanations. We take time to ensure you completely understand every recommendation and feel confident in your decisions.
We understand the unique financial challenges women face. Our planning process addresses your longer life expectancy, potential caregiving duties, and the career interruptions that can impact your wealth building.
Whether you're buying your first home, planning for your children's education, or preparing for retirement, we create strategies that reflect what matters most to you — not what a generic plan suggests.
Over 40% of women report that financial conversations make them anxious. We create a supportive environment where you can ask questions without judgment and make decisions at your own pace.
We develop approaches that account for the reality that Canadian women retire with 30% less wealth than men, helping you build wealth despite earning and saving challenges.
Women typically live longer than men, requiring different retirement and estate planning strategies. We ensure your money lasts throughout your extended retirement years.
From marriage and divorce to career changes and caring for aging parents, we help you adapt your financial plan as your life evolves.
Insurance and estate planning tailored to your role as a caregiver and provider, ensuring your family's financial security — even when 40% of women make career-limiting decisions for family care.
We help you not just grow your own wealth, but create lasting financial security for the next generation.
Our team isn't just women-led — we're women who understand your experiences firsthand. Tracy and Mandi bring both professional expertise and personal understanding to every client relationship. We know what it feels like to balance competing priorities, face uncertainty about financial decisions, and want advisors who listen without rushing you toward a solution.
That lived experience shapes how we work with every client — with patience, clarity, and genuine respect for the complexities of your financial life.
Financial planning shouldn't feel intimidating or impersonal. Let's start a conversation about your goals, your challenges, and how we can help you build the financial future you want.