Contact

​519-350-1702​

1-877-212-0477

risa@thefinancialdiva.ca

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My client service promise is to provide all current and prospective clients with ways and assistance in reducing their fears regarding their and their family’s financial future and protection. I do this be ensuring my staff and I value our honesty in all we do, integrity always and making sure we are always client focused.

One thing you can count on from me is that I will not run away from problems. If we hit a snag, I’ll be there for you. In fact, I will be checking on with you from time to time, usually once a year, just to make sure you are okay. 

CREATE YOUR OWN VERSION OF

WEALTH

About us

I am your finance coach, the one who helps you put all of those daunting numbers into perspective. Monthly fees can be relentless especially when they’re floating around without an anchor and you’re left trying to remember due dates, amounts owing and interest fees. Reaching out about your finances and putting a plan in place is something most of us just tend to put off - and I totally get it! Maybe you haven't made the best financial decisions? Or, maybe you’re pretty good with your money but you've never had a financial coach check it over with you? Regardless, all the numbers that comprise a budget are overwhelming. I’ll help you understand the things that are wracking your brain and will create a personalized plan tailored to your goals to have your finances operating like a well-oiled machine.  

At the end of the day, money isn't everything, wealth is more than a bank account balance - it's your health, happiness, and the little things in life. Financial coaching with me is about just that. Many think that when you seek the help of a financial advisor, the fun things get slashed. The Financial Diva makes sure that if travelling, fun weekend escapes or daily lattes are important to you that they are accounted for in your budget.

Whether buying a house, saving to grow your family, wondering about your savings, researching insurance or anything in-between, I'll be there for you.

Are you ready? Let’s get started!

Start your live insurance quote

HOW IT WORKS

As a financial professional that has worked many years with young couples, I've learned there are many questions that need answering.

For example:

 

  • How does my wedding insurance work?

  • How do we budget as a couple?

  • How do we set our financial goals together?

  • What about life insurance, should I start young or should I wait?

  • Should I pay down my debt first or start saving?

  • I need to simplify my budget is there a way that I can do that?

YOUNG COUPLES

Growing your family?  I am so excited for you!  And of course, this time brings up even more financial questions.

For example:

  • How does saving for an education work?

  • How do we change our household budget now?

  • Does anything change with our life insurance now?

  • Is there anything else we should be setting up for the kids?

  • We're thinking about getting a bigger home

  • Can we talk about saving for family vacations?

YOUNG FAMILIES

Basically what I’m looking to do is have you run your bossbabe empire and I'll look after your financial well-being.  Sounds good, right?

For example:

  • Should I be saving using my RRSP account?

  • What about  my TFSA account, is that a good solution for saving?

  • I’m looking to balance my personal  and business finances is there a solution?

  • Are there any tax credits that I can qualify for?

  • Am I making good use of my tax deductions?

SMALL BIZ OWNERS

I'm busy working long hours on my feet and I need someone to help me who understands my unique needs.

 

For example:

  • I have student debt, how can I pay it off and save for retirement?

  • What type of life and critical illness insurance is best for my profession?

  • I’m looking to balance my personal finances and save at the same time - is that even possible?

  • How do I go about making investments?

NURSES

 

"Risa is not only knowledgable, but she's also easy to talk to! Within one month of meeting with her, we paid off our visa and had an action plan in place to reach our goals. We highly recommend!"

Mr. & Mrs Moore