Turn money stress into calm wealth and freedom of time
Why I Coach and love Education of Money and Finances (see video)
CPA • Former PwC • J&J consulting • Led finance and tech at Sonos
Start Here
What we do on the call
- Quick snapshot of your situation and goals
- I outline how I can help and the best path forward
- If it’s a fit we book paid work. If not I point you to a next step you can use on your ownRespect for time
- This call is not a free tax or retirement consult. Bring a short summary and your goalsRates
- Standard rate 150 per hour. One off sessions are fine. Packages by request
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 Canada and cross border situations
- Education first
Plain language. Tools you own. You stay in control
Free templates for subscribers
- Free budgeting template
- RRSP tipping point calculator
- Retirement planning tools
- RESP calculator for parents
- And more to comeJoin the templates list
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]