I believe your money can make you happy…

it all depends on what you do with it!

Hello, I’m Lisa! Financial Strategist. Lifestyle Optimist. Wellthy Girl.

 

I have big dreams for my future while I live in the present moment.

I see challenges as opportunities for growth.

I measure my success by how much fun I’m having.

Forget being perfect (that’s unattainable anyway), I’m going for optimal!

 

As a kid, when most people were playing house I was playing office with my little sister. I knew I was destined for a career in business, so it was no surprise when I became an accountant. I landed my first job with a large public accounting firm on Bay Street (the Wall Street of Canada) and spent the next several years learning the best practices of running a successful business.

The long hours of work helped me hone my finance skills but left me filling unfulfilled. I lived for the weekend and knew deep down there was something greater I was called to do, so I immersed myself in studying how people discover their passion and find joy at work. On this journey of self-discovery, I realized that the business lessons I learned on Bay Street can be applied to life; that I could help individuals and families become successful and profitable, not just corporations. I began formal training in managing personal finances and never looked back.

Today, I’m a Chartered Professional Accountant (CPA), business coach and personal finance expert in Toronto who helps people make intentional decisions with their money. As a one-on-one coach, my personalized approach to financial planning helps my clients achieve their goals by aligning their spending with their priorities. As an inspirational educator, I leads workshops that infuse mindfulness principles with financial concepts delivered in a fun and approachable style.

 

Looking for my professional bio? Find it here

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