A while back, I had started my own company, saved up some money and was looking for someone to help me get my money in order, set some goals, and help me understand my investment options. Instead, I found myself in the office of a financial advisor who roundly dismissed my questions and tried to sell me a bunch of mutual funds I didn’t want. (Laurence, if you’re out there, this is about you.)

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When I shared my experience with friends and family, I found out that my retired mum had a similar thing happen, I had friends who had been turned away from financial planners because they didn’t have enough money to invest, and there are plenty of others who just felt stuck when it came to managing their money, paying off their credit cards, and working towards their financial goals.

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My response was to figure out this whole money shebang myself and transform myself into the person that everyone turns to when they have questions about things like TFSAs, general liability insurance, and dividend stocks. They also sometimes ask me about more interesting topics… I’m kidding! Nothing is more exciting than TFSAs!

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I started Lifeform Financial Coaching so that I can now be your “money question person” – I recently graduated with a Post-Degree Diploma in Financial Planning (Honours!) from Douglas College, and I’m an AFCC candidate, which means I am actively pursuing the Accredited Financial Counselor Canada designation (I've passed the first of my two certification exams). I am a member of the Association for Financial Counseling and Planning Education® (AFCPE) and adhere to the organization’s professional standards.