My calendar opens in late January 2027. Waitlist members hear first and get early-bird pricing.
One-on-one money coaching for first-generation professionals who are 5 to 15 years from retirement and want a plan that fits their real life, family obligations included.
Tell me a little about where you are. I'll email you the details right away.
Within 5 to 15 years of retiring
You want a clear, honest picture of where you stand, and what to change now.
Supporting family
Standard calculators have no field for the parents and siblings you help. This work does.
Registered accounts, unclear order
You have an RRSP, TFSA or LIRA, and you're not sure you're building and drawing on them in the right way.
Knowing your number is only half the work. Believing you're allowed to obtain it is the other half.
How much you need to retire, and when
CPP, OAS and GIS timing
The order to draw down your RRSP, TFSA and non-registered accounts
Planning for the family support you give
Insurance gaps and estate basics
Permission to rest, and what retirement means for you
CPA (CA) and Trauma of Money Certified Practitioner with 20+ years in financial services. I built the Bridge System for first-generation professionals, for the people the standard advice was never quite built for.
This is flat-fee money coaching, not regulated investment advice. I don't manage investments, sell products or earn commissions, and if you need a fee-only advisor, tax accountant or estate lawyer, I'll point you to one.
Let's work toward the life that's yours.