The only money course built by a practicing Canadian tax professional — for the woman who's done guessing her way through finances.
Free. No spam. Just first access when doors open.
You know you should be investing. You've downloaded the apps. But every time you open one, you freeze — because nobody showed you which buttons to press, what an ETF actually is, or how to pick one without second-guessing yourself.
You've heard of both. You might even have one. But you're not sure you're contributing to the right one — or if there's a better order. You opened a TFSA because someone told you to, and now you're just hoping it's doing… something?
Every April you scramble, handing a pile of papers to your accountant and hoping for the best. But what if you understood the system well enough to maximize your deductions, know what you're missing, and actually feel in control of your return.
You're smart. You're killing it at work. But every time someone mentions ETFs at dinner, you smile and nod and quietly Google it later. You feel secretly behind — and you're not sure where to even start catching up.
Everyone has an opinion but nobody shows you the actual math. Mortgage rates, amortization schedules, how much you're really spending over 25 years — is renting actually smarter? You've been Googling it for two years and you're no closer to an answer.
You know you should be tracking your spending but you're scared of what you'll find. Between the online orders, the subscriptions you forgot about, and the "treat yourself" moments — you have no idea where your money goes every month.
I'm a CPA with 10+ years advising everyday Canadians and business owners on taxes, estate planning, corporate restructuring, and long-term wealth strategy. I graduated from CPA Canada's In-Depth Tax Program — the most advanced tax designation in the country.
I've read the wills. I've worked the divorce files. I've seen the $10M net worth statements and the ones just starting from zero. I've answered thousands of questions about personal tax, CPP, EI, maternity leave, incorporating, investing, budgeting — all of it.
I also co-host The Advisors Table podcast, teach PD-accredited courses to other accountants, and I'm a 32-year-old married mom who self-directs her own investments on Wealthsimple, contributes to her own RRSP, TFSA, and RESP, and budgets her family's money every month. I don't just teach this — I live it.
Real advice from a Canadian tax expert who works with thousands of everyday Canadians like you — and has seen it all.
Rewrite the beliefs holding you back — using real frameworks applied to your actual life, not generic affirmations.
Build your net worth statement and set up a budget that doesn't suck (I'll show you all of mine and how I got there). Learn to read your mortgage statement, understand amortization schedules, good debt vs. bad debt, interest rates, and your pay cheque — including why you contribute to EI and CPP, and how CPP will actually work when you retire.
Screen recordings walking you through filing your own return, step by step. We'll go over deductions you're probably forgetting to give your accountant, and I'll show you how to set up and navigate your CRA My Account so the government feels less intimidating.
Which one, how much, in what order. The decision tree your accountant uses, given directly to you.
Self-directed vs. robo-advisor — what to choose and why. Learn the basics of ETFs, MERs, how to read key ratios and a balance sheet. Open an account on camera, buy your first ETF, and set up auto-invest. Enough knowledge to make safe, informed investment decisions with confidence — not guesswork.
We live in a digital world that's making it easier than ever to earn income online — and most employers don't care about you the way you think. I'll walk you through your options for freelance and side income, where the market is shifting, and how to handle the HST numbers, incorporating, and legal side without the overwhelm. I'll share how I earned $20K from 3 courses with just 10 hours of work — and it still earns while I sleep.
First-time buyer programs, FHSA strategy, the real math on renting vs. buying, and costs nobody warns you about.
EI math, standard vs. extended, RESP from day one, CCB optimization, and the plan nobody makes before baby arrives.
Estate planning, why wills are so important (and when's the right time to get one), powers of attorney, insurance, and what happens to your money if life doesn't go as planned. I'll even connect you with the right people to get started.
Co-host of The Advisors Table podcast, PD-accredited instructor, and senior tax advisor at one of Canada's advisory firms.
"Every other money course teaches mindset and vocabulary you could learn from Google. This one teaches you the real stuff — the stuff your accountant knows but never explains."
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