Financial Coach

I’m an accredited financial planner with a passion for guiding you toward genuine financial wellness — helping you feel clear, confident, and in control of your money.

After spending 17 years with one of Canada’s largest financial institutions, I realized that while traditional planning can be valuable, it often leaves too many people behind. The system prioritizes those who already have wealth — not those who are still building it.

But the truth is, your early financial years are the most important.
These are the years when the right guidance, structure, and habits have the power to shape your entire future.

That’s why I created my practice — to bridge that gap. I help busy professionals and families design automated systems that save strategically, support their goals, and allow for guilt-free spending along the way.

Money touches every part of our lives. The more intentional we become with it, the more peace and freedom we gain. Whether you’re starting from square one, navigating a transition, or striving for greater confidence in your financial choices, I’m here to help you find your flow.

My mission is to empower you to take control of your finances with confidence, so you can focus on living the life you love

I’m excited to partner with you on this journey. Let’s bring your financial aspirations to life — one intentional step at a time.

ABOUT ME

Kelsey Lee (PFP QAFP)

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