FINANCIAL WELLNESS for Canadians

Turning Your Dreams into Reality

Financial Wellness starts here.

We are on a mission to make 1 to 1 Money coaching available to every Canadian.

Simplifying finances for Canadians.

Providing excellent financial guidance, helping you reach financial goals and manage your money with ease.

WORKPLACE

Genuine, friendly Financial Coaching for your Employees. Alleviate employee financial stress within your organization, enhance employee retention, empower all employees to take charge of their finances. We simplify financial matters for every member of your team. We offer everything your organisation needs to succeed with financial wellness.

Celina Martin

INDIVIDUAL

We get it! Enough money stress. Time to take Financial Control. Empower your financial journey, and experience the limitless potential of your money. Work with one of our Money Coaches to de-stress your Financial Journey and build a personalised plan designed to enrich your present lifestyle and secure your tomorrow. Discover the opportunities.

The Ellis's

Empower Your Financial Freedom: Your Ambitions. Our Expertise.

Reducing financial stress. Live a happier and healthier financial life.

What we do...

One to One Money Coaching

Combining unbiased money guidance, behavioral science, and personal money expertise, we encourage sustainable and positive financial changes.

Eliminate Financial Stress, Gain Clarity

Achieve financial clarity and know your current financial standing, ensuring no unexpected money surprises

Visualize Your Financial Future

View a personalized short, medium and long-term financial forecast, all in one place. Assess your progress and explore diverse money maximizing options and financial strategies.

Personalised Prosperity Blueprint. Detailed Financial Plan.

We pair you with one of our dedicated money experts, to build your personalised financial plan.

Unbiased. No Commissions. No Sales. Canadian.

We don't make money recommending financial products. No commissions, no conflicts of interest. Your financial plan is designed with your best interest at heart. Just straightforward, personalised Canadian focused money wisdom.

Money Control. Technology. Automate. Save Time.

See your spending in one place, set a monthly budget and always feel in control of your money. Learn specific innovative financial technologies to automate process, save time and to maximize your finances.

Get help taking Financial Action

We provide support to help you take positive money actions - pay down debt, save for that big something, budget planning, investments and much more.

Empowerment through Financial Education

Confidence and wise financial choices come from tailored education. We treat you as an individual, offering relevant content precisely when you need it.

Build financial knowledge & good money habits

You get bite-sized financial insights and strategies - debt planning and reduction, TFSA vs RRSP, money maximising tools, when to begin CPP, budgeting, and much more

We Get It!

We understand your aspirations and worries – new career, moving, budgeting, starting a business, dream retirement, pay down debt, saving, holiday and more. How do I get there? Discover the opportunities that await when you take control of your financial future.

Our 'Prosperity Blueprint'

Our 'Prosperity Blueprint,' a personalized financial approach meticulously tailored to your unique needs. Designed to enrich your present lifestyle and secure your tomorrow.

A precision-crafted, goal-oriented financial strategy

A detailed financial automated framework

A tailored plan to conquer your debts

Keys to optimizing your income

and much much more

WHY FINANCIAL WELLNESS

48%

of Canadians have lost sleep because of financial worries.

Financial Planning Standards Council, “OMNI REPORT: Financial Stress,” 2018

20%

of Employees have missed work due to Financially related-stress.

Consumer Financial Protection Bureau "Financial Wellness at Work". 1

57%

of Employees believe financial education increases work related productivity. 1

Consumer Financial Protection Bureau "Financial Wellness at Work". 1

80%

of employers agree that offering financial wellness support can result in more satisfied, loyal, engaged and healthy employees.

1. Consumer Financial Protection Bureau "Financial Wellness at Work"

84%

of employees would be interested in financial education programs in the workplace.

Sun Life Financial, “Empowering Employees to improve their Financial Wellness”

73%

of Canadian employers believe it is their responsibility to help employees with financial well-being.

Sun Life Financial, “Empowering Employees to improve their Financial Wellness”

40%

of working Canadians feel overwhelmed by their level of debt.

Canadian Payroll Association, “CPA NPW 2018 Employee Research Survey, Profile,” prepared by Framework Partners Inc. (2018)

37%

of Canadians say they will have to delay retirement because they will not have enough money saved.

Canadian Payroll Association, “CPA NPW 2018 Employee Research Survey, Profile,” prepared by Framework Partners Inc. (2018), p. 36.

44%

of Canadians say it would be difficult to meet their financial obligations if their pay was late.

Canadian Payroll Association, “CPA NPW 2018 Employee Research Survey, Profile,” prepared by Framework Partners Inc. (2018), p. 36.