Professional Services

Individual Consultations

Esther's approach is to educate on basic financial concepts and money rules, to empower clients to be able to make informed decisions for themselves, and to elevate their family's financial situation by implementing the strategies that are unique to their needs and goals. This complimentary and holistic consultation process typically happens over a course of several meetings. It is important for Esther to be respectful and non-judgmental throughout the consultation process as she recognizes that money-matters are often the greatest source of stress and anxiety for families.

Group Workshops/Seminars

Looking to empower your employees/patrons with the tools to build their knowledge on how money works? Hosting a complimentary Financial Wellness seminar can be as simple as organizing a Lunch & Learn or Professional Development session. An in-house education program that is customized to your organization will cover a variety of basic financial principles and with the opportunity for employees to create a personalized financial game plan on site or in the comfort of their own home.

Financial Products

The World Financial Group platform allows Esther to access 30+ various influential financial institutions and their 50+ top-of-the-line products that is normally reserved for the wealthy few. As an independent licensed advisor, she is able to take an unbiased client-focused approach and provide the right solution according to the specific client need and goals - from children's RESP to funeral concierge services and anything in between! 

Speaking 

As a community advocate, Esther is passionate about speaking on the topic of Financial Wellness as it relates to the personal and workplace. She has also spoken on topics beyond financial literacy, including mental health, self-care & mindfulness, and diversity & inclusion. Whatever the topic, she loves to connect and engage with people from various backgrounds and inspire them to live their best lives.

Mentorship

As a former DJ, Esther has always noticed the lack of mentorship that is available for young women and girls for entrepreneurship, especially in traditionally male-dominated industries such as the Music and Financial Services industry. As a teacher and an entrepreneur who believes in the power of mentorship and values developing others, she is always open to connecting about inspiring a new generation of female leaders and entrepreneurs within our community - to help them navigate this beautiful and messy thing called 'life' and to help them become the best version of themselves that they were meant to be. 

 
 
 
 
 
 
 

Product List

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INSURANCE

Life Insurance

  • Whole 

  • Universal

  • Term

 

Accident & Sickness

  • Critical Illness

  • Disability

  • Health & Dental

  • Group Insurance

Other

  • Home & Auto

  • Commercial

  • Travel

  • Visitors to Canada

  • International Students

  • Super-visas

  • Pet

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INVESTMENTS
  • TFSA

  • RRSP

  • RESP

  • RDSP

  • Investment Accounts

  • Annuities

  • RRIF
     

  • Bonds
  • GIC's
  • Mutual Funds

  • ETFs

  • Index Funds

  • Segregated Funds

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LOANS & DEBT MANAGEMENT

Loans

  • Mortgage: Refinance, Renewal

  • Investment Loan 
     

Debt Management

  • Debt Consolidation

  • Consumer Proposal

  • Bankruptcy

  • Credit Rebuilding

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ESTATE PLANNING

Funeral Planning & Concierge

  • Will

  • Power of Attorney

  • Health-Care Directive

Funeral Planning & Concierge

  • Funeral Home Price Comparison

  • Online Storage

     

Legacy Planning

  • Charitable Trust & Giving