Meet Josie
With 25 years of business experience, Josie built her financial knowledge through real world experiences. From founding and scaling her own global business to working with some of the biggest financial brands in Canada like CIBC, Manulife and Questrade, to raising a family in one of the most expensive cities in Canada. She knows what takes to make, keep and grow money. With both an an MBA and the technical requirements of a QAFP certification, her coaching rests on both hard-won experience and rigorous training.
With her, you get the unfiltered, plain-spoken guidance you need to feel capable and in control. One bite-sized manageable step at a time.
Why weathness?
I’ve worked with leading Canadian financial companies for years and I know first hand how their systems are designed to extract maximum profits, not provide maximum guidance. And most of the people I've helped over the years say they felt completely lost when it comes to planning their money. So they mostly just avoid it.
I help everyday Canadians feel clear, not confused, when it comes to money. So that you can make decisions that you trust and understand without becoming an expert yourself or handing control over to a salesperson.
Instead of being a Canadian who the system’s complexity keeps from getting guidance, be someone who knows the health of their finances is getting stronger daily.