Let's Explore What Really Matters


  In my experience in the financial industry, there’s nothing quite as restrictive as feeling like you’re perpetually “just getting by.” Guilt, envy, pressure, fear, helplessness—these are feelings so many of us experience when it comes to money, but we rarely acknowledge or explore them. It’s easy to feel like you’re missing out on the good stuff in life or being left behind.

There is nothing quite as freeing as having enough money to do what feels good in life.

This is where I can help you do incredible things you have only dreamed about. As your coach and guide, I give you permission and space to honestly and openly explore what the future holds and what you are capable of achieving.

Once we have the vision, I’ll walk with you toward it with simple, feel-good steps. Financial freedom comes in two forms: First, there’s the freedom from financial burdens that weigh on us, keep us up at night, and bring us down.

Second, there’s the freedom to go after what really matters— whether that means unforgettable family vacations or the ability to host fabulous wine and cheese pairings on a casual Saturday night. Ready to find your freedom? Walk with me and let’s explore what really matters.

Dallas Sleeman


I interest in financial well-being comes from both personal and professional standpoints. When I was a mortgage broker, it was always my goal to ensure I was setting my clients up for long term success in making one of the largest financial decisions of their lives. As such, I would have intimate discussions with them about their current financial picture and future goals, many of whom felt lost and alone in these regards. The more I heard “I don’t know where to start,” or “I’m scared to look,” or “I’m scared to talk to a financial advisor because they might judge me” the more I felt that I could be of greater service to those around me.

Personally, I’ve had my own struggles with personal financial management, and have had to walk the path of creating the knowledge needed to change my financial future after being knocked off course by a failed long-term relationship.

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In Loving Memory of Amy Alain

Who I am today has largely been shaped by the people I have been lucky enough to call friends and mentors. It’s because of this, I’ve decided to use my business as a way to support the community by donating time and money to local charities and other initiatives - starting with Amy’s House.

Amy Alain was my nearest and dearest friend - we supported each other through all the struggles of young adulthood and changing circumstances as we grew into women. We often laughed until we cried, and cried until we laughed as she was always so good at finding the small humour and silver linings in some of life’s most bitter blows.

One of those blows was her cancer diagnosis at the age of 37 - a shock to all around her as she was an elite athlete at the time. Never one to let an opportunity slip by, she turned her diagnosis into a mission to raise awareness through the creation of the Lunges for Lung Cancer campaign, which received international attention, and appearing on several local and national media outlets. It was also her wish to support fellow cancer patients who were travelling several hours each day to receive treatments due to a lack of affordable accommodation.


Amy’s House provides free accommodation to individuals and their families who must travel long distances to receive cancer treatments - something that is only possible with the support of our amazing community. It was founded by her husband Phil in September 2019, a mere 6 months after Amy passed away from Stage 4 Lung Cancer.

So, it is my greatest honour to provide support to Amy’s House in any way I can - including financially through the donation of a percentage of profits. It is with the utmost gratitude for my clients that work with me and make it possible for me to pay it forward.



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