Insights for
Financial Success
why child life insurance makes great financial sense (beyond the worst-case scenario)
Buying life insurance for your child is about more than just financial protection in the event of an unthinkable situation. A life insurance policy can also be a powerful financial…
Turning Your Job to an Asset – A Business Transition Plan
There can be a lot of different motivations for starting a business, but typically, business owners pursue this path for one of the following reasons: While many founders are successful…
How to Work with Your Investment Advisor
If you’re working with an investment advisor, chances are you’re probably not an expert on investing yourself. This can make it tricky to figure out whether the person you’re working…
The Story Behind Our New Brand
We got a fresh look! If you’ve been on our website recently, you might have noticed our fresh new look, courtesy of the wonderful folks at Karizma Brands. Although we’ve…
How to Align Your Financial Planning with Your Vision for Business Growth
When you think about financial planning for your business, it’s essential to start with your vision. Ask yourself what type of business you want to build, and where you see…
The Business Owner’s Job Description: Ownership vs Leadership (and Why it Matters!)
As a business owner, you’re likely no stranger to evolution. Maybe you started out as the sole person marketing, selling, and delivering your services or products. Over time, you may…
Felicia Lee
BASc, MBA, CFP®, CLU®, CKA, FEA®, CEPA®
Felicia helps business owners, incorporated professionals, and families be strategic with their profit. Previously, she spent 6 years as a business coach to over 200 business owners who grossed between $200K and $5M. This gave her a front-row seat to noticing how making money doesn’t always translate to keeping money.
With a background in engineering, Felicia is trained to analyze, evaluate, and create solutions, while her empathetic coaching approach helps clients clarify and navigate their financial big picture. She lives in beautiful Vancouver, BC with her husband, two teen daughters, and Cooper, their chill Havanese doggie.
