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Achieve financial wellness and live a happier, more meaningful life with inspirational conversations about your money. 

Jul 20, 2020

Cindy Marques is a certified financial planner who helps millennials ditch debt, manage cash flow, and build their wealth. She also has a great sense of humor, which helps as we discuss the often overlooked topic of insurance. It can be boring and confusing, but insurance is a necessary part of your financial plan....

Jul 13, 2020

Ask Stephanie is back!  Stephanie shares real-life client stories to help explain and debunk common misconceptions about the Tax-Free Savings Account (TFSA) and how to avoid making mistakes that can impact your ability to build wealth over time.

Got a question for Stephanie?  Send it to

Jul 6, 2020

Don't count on Chelsea Galicia for an inspiring rags-to-riches story. She doesn't have one.
She wasn't just comfortable growing up, she had a front-row view to the building of a mini-empire. From her vantage point, Chelsea saw what it took to run profitable multi-million dollar businesses that maintained growth for...