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.
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.
We help you navigate the web of complexity so that you can leverage the gains that you’ve made.
Get the right information to make expert decisions so that you can focus on your practice.
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.
Gain certainty that your loved ones are provided for now and in the future.
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.
GET IN TOUCH WITH US
No pressure. No sales pitch. No cost. No obligation.
Just a friendly conversation with the goal of getting to know each other and to explore whether or not we are a fit to work together.
Suite 300 – 1275 West 6th Avenue