Insights for
Financial Success
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…
How Much Money is Enough? How to Evaluate Your Spending and Saving as a Business Owner
When it comes to money (especially the amount of disposable income we want to have each month), is there an amount that is “enough”? Or is more always better? As a business…
Which Financial Advisors Do I Need As a Business Owner?: How to Assemble Your Financial “A” Team
This quote from Marshall Goldsmith also happens to be the name of his best-selling book, and it’s always top of mind for me when I think about which financial advisors…
Partners In Practice: How To Successfully Share Healthcare Business Ownership
We recently wrapped up our first-ever webinar, and we are thrilled with how well it went! A huge thank you to accountant Dat Wong and lawyer Jacqueline Flett for co-hosting this…
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.
