Nothing Happens Until You Start
Unleashing Your Financial Potential with Proven Principles.
Our Guiding Principles
Accessible
As a coach I make myself accessible to my clients through email, text and of course pre-scheduled sessions. With busy schedules I can accommodate evening and weekend sessions which helps eliminate barriers and opens opportunity for success.
Practical
All of the approaches are practical and proven. From my own personal experiences becoming debt free to the vast resources I have available in my network of other coaches, I’ve learned the best and most practical approaches. I will help you apply the principles that are best for your unique situation.
Personalized
You’ll hear me say you are not alone in your challenges, and that is true. Most of the challenges between clients are very similar, but despite that, a boiler plate approach doesn’t work. Everyone’s emotions, learning and behaviors are different. With that in mind I personalize every client’s program.
Money & Life Mastery Program
In this holistic 90-Day program, we start with the ‘Refocus Phase,’ diving into your emotional connection to money and uncovering your ‘why.’ Then, in the ‘Gain Control Phase,’ we map out your current financial landscape. We cap it off with the ‘Plan Phase,’ aligning your values and financial details.
By the end of the program you will have the tools, budget and long term plan that will empower you to escape debt, build wealth, and resonate with your core values, letting you live life by your own rules.
For ongoing Growth & Accountability you have the option to continue with our monthly or quarterly coaching to help you stay on track and truly live a fulfilling and stress free life.
Budgeting & Spending Control
Creating a budget can be one of the most frustrating aspects for individuals just beginning their financial journey. Our Budgeting & Spending Control Program is designed to empower you by simplifying the process of defining and adhering to your budget. We’ll guide you through creating a personalized budget, selecting the most suitable budgeting tool, and providing strategies and motivation to help you stay committed. With a focus on fostering positive financial behaviors, this program aims to transform initial frustration into long-term success.
Growth and Accountability
Our Monthly Financial Coaching Program is designed to provide long-term coaching, guidance, and encouragement for individuals at any stage of their financial journey. Whether you’re just beginning or looking to maintain progress from our Mastery or Budgeting Programs, this program will help you stay on track and tackle new challenges as they arise. Open to everyone, our dedicated coaches are ready to support your financial growth and success.
Not Sure What To Do?
It all starts with a Free, No Obligation 30-Minute Consultation where we listen to your situation and then together we figure out the best way that we can help you. Although this is not a coaching call, you will be speaking to an actual coach that will provide you valuable insights on how to get started on your journey.
Subscribe To The Steady Step Gazette Newsletter
Services and solutions
Welcome to Advantage Wealth & Insurance, where we offer a holistic approach to cater to all our clients’ financial needs. Our primary objective is to understand each client on a deep level, delving into their unique requirements, investment risk tolerance, and the desire to safeguard their hard-earned achievements. Our services include:
- Financial planning
- Retirement income planning
- Investment strategies
Life, health and disability insurance strategies - Group benefit strategies
- Corporate retirement strategies
- Succession planning
- Estate planning
- Tax strategies
Life Insurance
Whether you need temporary coverage for your mortgage or comprehensive whole life protection, we offer a wide range of options to provide peace of mind, ensuring your loved ones won't bear a financial burden.
Critical Illness Insurance
In times of illness, our insurance plans offer vital financial support. With coverage for up to 26 illnesses and the option riders of a return of premium, this solution provides significant assistance during challenging times.
Disability Insurance
Our goal is simple - to replace a portion of your monthly income when injury or illness prevents you from working. Government benefits often fall short, leaving gaps in covering essential expenses such as groceries, bills, and family support.
Long-Term Care Insurance
Prepare for the future with peace of mind and financial assistance. Our long-term care insurance provides support when you are unable to perform basic daily activities, ensuring you receive the care you need most.
Individual & family Benefit coverage
Enjoy reimbursement for eligible health expenses, including medical, dental, vision, and other healthcare costs not fully covered by provincial or secondary benefit plans.
Group Health Benefits
Provide comprehensive benefits to your employees, irrespective of their age, profession, or social background. These benefits are instrumental in attracting and retaining a skilled workforce for small businesses. Additionally, they can be utilized as a strategic tool to offset higher wages and enhance employee satisfaction.