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The Financial Advisor
Denise

She is an Ontario based certified accountant and financial adviser. She earned her Accounting Degree with honors from the University of Technology in 1995, earned her Chartered Accountant designation in 2003, and has been earning various certifications ever since. Because of her dedication to excellence within her field, in 2014, she also obtained her Life and Health license from the Financial Services Commission of Ontario. She is a financial professional with over 30 years of combined experience in banking, financial management, reporting, internal auditing, personal financial coaching, and financial planning. She believes that her purpose in this life is to help others transcend from financial illiteracy to financial independence one step at a time. She advises each client to commit to the cause and stay the course because achieving financial stability is a process not a task. There is no magic, there is no trick – achieving financial freedom requires dedication and consistency. In her experience, with guidance, the average person who is willing to put in the time and effort will achieve his or her desired goal. She believes that wellness and wealth are necessary elements of an enriched life. Financial security provides the means and a better opportunity for one to be healthy because purchasing healthy foods and participating in physical activity become much more accessible with wealth. A lack of money causes stress and anxiety which naturally affect thoughts, feelings, behavior, and physical health. Financial stress can contribute to many health problems including high blood pressure, heart disease, obesity and diabetes. In her words: “I’m all about spreading financial literacy and empowering others to claim their financial freedom.”

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