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Money Coaches Canada
Financial Planner
Feb 21, 2020 one year ago

Sheila’s Style

An exceptional listener, empathetic, flexible and free of judgement, Sheila will help change your relationship with money and show you how to take control of your financial well-being.

Sheila’s Story

A better way. These three words have been the driving force throughout Sheila’s career. And it’s why she’s helping lead one of Canada’s largest, and most successful independent, fee-for-service financial planning firms.

Sheila is committed to helping people live with purpose and to define success on their terms. To Sheila, money is a means to an end. And it’s how you define that ‘end’ that will have the greatest impact on your happiness and financial state-of-mind.

Anxious and overwhelmed are two words that many of Sheila’s clients use to describe themselves. Most are well-paid professionals that feel they are working hard but not getting ahead. The power of having goals, and a proven financial system to achieve them, has been an important ‘a ha’ moment for many of Sheila’s clients. But knowing what to do, and doing it, are worlds apart. Accountability is what brings them together, and its how Sheila begins to transform the lives of her clients.

Early in her career, Sheila felt constrained. She could see that her clients needed help reducing debt and improving cash-flow, but her primary purpose as a Financial Planner for one of Canada’s largest wealth-management firms was to sell investment products. She knew there had to be a better way – for both herself, and her clients. In 2010, she co-founded Money Coaches Canada, and has been proving that there is a better way ever since.

Sheila provides Money Coaching to a few select clients each month.

Personal Information
Employer Information
Money Coaches Canada
BC Canada
Practice Information
Financial Planner
Fee Only - Flat Fee/Project Based
Financial Planning