Turn money stress into calm wealth and freedom of time
Why I Coach and love Education of Money and Finances (see video)
I'm fully booked with a 100+ person waitlist
Due to current demand, I am fully booked and my waitlist is at capacity. I work in focused one to two session engagements, so availability opens slowly over time.At this stage, I am being intentional about adding new names to the waitlist to ensure I can serve existing clients well. If you do reach out, please know that the wait may be several months or longer before I am able to follow up.
Just know it could be more than a few months before I reach out.
CPA • Former PwC • J&J consulting • Led finance and tech at Sonos
What I help with
- Retirement planning
Clear income by age, RRSP and TFSA draw order, simple what-if scenarios
- Tax aware decisions
High level planning to cut fees and avoid common traps. I do not file returns
- Budget and cash-flow systems
A simple plan and a weekly autopilot you will actually use
- Structure and account setup
Clean account order for Canadians and education on investing and being efficient with investments (not investment advice just education)
- Education first
Plain language. Tools you own. You stay in control. Well researched.
- Pricing
Right now I charge $150/ hour prorated.
Free templates for subscribers
RRSP Tipping Point Calculator
Click Here to DownloadPay Off Mortgage vs. Invest Calculator
Click Here to DownloadRetire Early Calculator
Click Here to DownloadRESP Calculator
Click Here to DownloadSavings by Age for Retirement Calculator
Click Here to DownloadEarly Retirement Planner - Couples
Click Here to DownloadEarly Retirement Planner - Individual
Click Here to DownloadStarter Pack (Guide to Wealthbuilding and Simple Retirement Calculator)
Why work with me
What to expect if we work together
1. Discovery – Send a one page summary and any key files
2. Build – I draft a plan and the tools to run it
3. Walkthrough – We meet live. You get the files. You own them
4. Follow up – Two weeks of chat support to settle in
About Brian
CPA with 15 plus years in accounting, finance, and tech. Product manager at Sonos. I coach because money stress steals good years. The goal is a plan you can run on your own.
Good to know
• Coaching & education only — I don’t manage money or sell products.
• Billing via Stripe; receipts provided.
• Reschedule with ≥24-hour notice; missed sessions forfeit.
• I work with clients in the U.S. & Canada.
FAQ
FAQIs there a contract?
No. It is month to month. Cancel anytime.How many sessions per month?
Whatever suits youDo you tell me which stocks to buy?
No. I coach you to build a plan you believe in and will follow. I provide research and options. You make the final calls.What if I am not interested in markets at all?
We keep it ultra simple. Broad index ETFs you can set and forget. We automate and move on.What if I love a niche?
Great. We size it inside an interest sleeve with clear rules so it supports the plan instead of derailing it.Compliance note
Coaching and education only. Not investment advice.
Terms and Privacy
Last updated: September 2025Scope
Coaching and education only. Not investment, legal, tax, accounting, medical, mental-health, or therapy advice.Confidentiality
I keep your information private except where law requires disclosure or you ask me to share it.Recording
No recording without mutual consent.Scheduling
Minimum 24 hours notice to book or reschedule. Late arrivals may shorten the session.Cancellation
Cancel or reschedule at least 24 hours before the start time. Missed or late cancellations may be charged.Payments
Deep Dive is paid at booking. Monthly coaching is paid in advance per month or per session at booking. Prices are shown before applicable taxes. If GST/HST applies it will be added at checkout.No guarantees
Outcomes are not guaranteed. You are responsible for your financial decisions.Privacy
What I collect: name, email, booking details, intake answers, session notes, payment status, basic site usage data.
Why: to deliver coaching, communicate with you, take payment, run the business, and meet legal obligations.
Where stored: Calendly, Google Workspace, Stripe or PayPal.
Where processed: these providers may process data outside Canada. I remain responsible for their handling of your data and use safeguards consistent with Canadian privacy law.
Retention: at least six years from the end of the tax year the records relate to, or longer if law requires.
Sharing: only with these providers or where required by law.
Your choices: request a copy, corrections, or deletion when permitted.Governing law
Nova Scotia, Canada.Contact
[email protected]