confidence and clarity
Getting your personal finances in order allows you to live a happier life.
Organize your finances, improve your money management skills, and get on track with your savings and investments through one-on-one financial coaching.
A financial coach is your personal financial guide
You have questions about your money and you want to feel more in control of your finances. Who do you turn to? It can be hard to know who you can trust for unbiased advice.
I'm Anita, a personal finance and investing expert and financial coach who loves talking about money. I believe that financial advice should be easy to understand, unbiased, and affordable.
I am a former banker and stock market analyst. For 25 years I was immersed in the world of finance. I was in the thick of financial markets, spending most of my career analyzing companies, picking stocks and managing mutual funds. I’ve seen how the financial industry works from the inside.
What’s the biggest takeaway from my Bay Street career?
Money has become too complicated.
All of the financial news, blogs, chat forums, Instagram posts, and TikTok videos along with the vast array of financial products has left people confused and overwhelmed. There is so much information that it’s hard to know what to do.
I believe that feeling in control of your finances is achievable for everyone. Bring it back to basics. Focus on the most important aspects of your financial life. Keep your investments simple.
Get in touch with me to learn more about how I can work with you to plan, save and invest, giving you financial confidence.
Read more about me here and watch the video on financial coaching and learning about investing.
What people are saying
"Anita’s advice, kindness, good humour, and endless patience have literally transformed our financial future."
"I trusted her advice completely. She is warm, welcoming and funny, knowledgeable and confident, and really gets to know who you are as a person and what your goals are."
"Anita helped me plan what was needed for my retirement plan. I feel I am on solid ground."
"She's focussed on me, as an investor (in training) not on which financial products to sell."
"Anita provided me with a clear picture of my options, which helped me to make decisions around my personal finances and to put my mind at ease regarding any concerns I had about my future."
"Anita was able to simplify our complex financial situation with clear guidelines and advice - this gave me much needed peace of mind."
"She answered all my questions and laid out a plan that is easy for me to understand."
"[Anita] listened carefully, asked the right questions - not just about the numbers, but also about our goals and aspirations - and eventually prepared a plan that will serve as our roadmap to early retirement."
The information on this website is for educational uses only. It is not intended to be and does not constitute financial, investment or legal advice.
You should not use the information on this website as the sole basis for your decision making. Your financial situation in its entirety must be considered when making financial and investment decisions. Every effort is made to ensure the information on this website is accurate, however you should
make sure you have verified important details before applying the information to your personal situation. We are not responsible for errors
and omissions on this website.