Providing strategic financial insights and directions for your business and life

WE GET IT

Financial planning can be complex

So we’ve created one place for you to go. That way you don’t have to search high and low for advice and support to make sense of your finances.

SERVICES

Solutions for every client

From the details that you don’t think of to the high level strategies that fit your big picture, you gain the clarity that you’ve been looking for.

Business Owners

We help you navigate the web of complexity so that you can leverage the gains that you’ve made.

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Healthcare Practitioners

Get the right information to make expert decisions so that you can focus on your practice.

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Incorporated Professionals

Get a strategic mind to come alongside you so that you can optimize what you are doing right and implement what you are not doing yet.

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Families

Gain certainty that your loved ones are provided for now and in the future.

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ABOUT

Felicia Lee

BASc, MBA, CFP®, CLU®, CKA, FEA®, CEPA®

Felicia helps business owners, incorporated professional and their families be strategic about their profit. Previously, she spent 6 years as a business coach to over 200 business owners who grossed between $200K – $5M. This gave her a front row seat to noticing how making money doesn’t always translate to keeping the money.

Her engineering background trained her to analyze, evaluate, and create solutions, while her warm, coaching approach helps clients clarify and navigate to their big picture. She lives in beautiful Vancouver, BC with her husband, two teen daughters, and Cooper, their chill Havanese doggie.