Advice-Only Financial Planning
For Canadians
Take Charge of Your Finances. Make Empowered Decisions.
Confidently Build the Wealthy Life You Envision.
Let’s Make Your Financial Life Easier
Your life is busy, and finding the time and energy to focus on your finances can feel impossible.
With so much information out there, it’s hard to know what to trust or what’s truly best for your unique financial situation. Imagine the peace of mind that comes with a clear, straightforward plan—helping you feel confident, relaxed, and in control of your future.
Welcome to Be Wealthy Financial Coaching.
“Money doesn’t have to be stressful, complicated, or overwhelming.
As a financial planner and money coach, I provide professional guidance, clarity, and actionable strategies so you can make informed, confident decisions.
With personalized financial planning, you’ll have a roadmap built around your life, giving you the tools and confidence to achieve your most important goals so that you can create your own definition of a wealthy life.”
Meri-Li Forrest, CFP®, CIM®
Founder, Financial Planner & Money Coach at
Be Wealthy Financial Coaching Inc.
Is This You?
You have questions—lots of them:
How much should I be saving for retirement?
Should I pay off my mortgage faster or invest?
Am I using my RRSP, TFSA, RESP or other accounts the right way?
Are my investments properly allocated? Am I paying too much in fees?
Can I afford a home?
When can I retire?
How do I balance short-term spending with long-term goals?
How much should I have in an emergency fund?
What is the best strategy to pay off my debt?
You’re overwhelmed by the abundance of financial information and the complexity of options.
You’ve done a lot of things right, but you’re looking for clarity, strategy, and confidence. Life is busy, expenses keep rising, and keeping track of it all can feel overwhelming. Saving, investing, paying off debt—you want to be intentional, but it’s hard to know where to start and what to do.
You want to feel confident, in control, and calm about your money, knowing your decisions are aligned with your goals and that your investments are working efficiently for you.
You’re ready for professional oversight and guidance to help you achieve big goals, navigate financial challenges, or plan for a life transition—whether that’s buying a home, managing an inheritance, funding education, preparing for retirement, or handling career or family changes.
With a clear plan and actionable steps, you’ll know exactly what to do and why, so your money works for you—not the other way around.
FINANCIAL PLANNING
Advice-Only Financial Planning for Canadian Individuals, Medical Professionals and Business Owners.
High-value, unbiased advice at an accessible price point.
Equip yourself with a personalized financial strategy to confidently navigate your financial journey.
My goal-oriented approach combines guidance, education, and actionable strategies to help you achieve your important life milestones while empowering you to make informed decisions.
Planning services can help with:
Achieving large goals such as home ownership, education savings, and more.
Retirement and Financial Independence Planning to build an intentional retirement.
Cash flow & debt management planning to optimize your day-to-day finances.
Investment reviews, planning, and education.
Support for DIY investors.
Pricing
Planning for individuals and couples starts at $2,100 +GST/HST *(paid over 3 monthly instalments)
Incorporated Medical Professionals and Business Owners starts at $3,000 + GST/HST *(paid over 3 monthly instalments)
*Pricing varies by complexity.
We offer one-time planning engagements as well as annual retainer services to support you with implementing your financial plan and serve as your trusted partner in managing your finances.
You receive unbiased guidance and planning that is customized to your unique financial situation and goals. We provide investment reviews, planning and education but don’t sell or manage any investment products or insurance.
MONEY COACHING
3 x 45 MINUTE SESSIONS
Take control of your cash flow with a system that works for you.
If your cash flow feels unpredictable, your spending is stressful, or you want to make progress on your financial goals without guessing, this coaching is for you. Over three focused sessions, we’ll create a proactive, easy-to-follow money system tailored to your lifestyle. You’ll see exactly where your money is going, understand how your income and expenses interact, and take action with confidence.
You’ll leave with clarity, a plan you can use immediately, and a framework to:
Free up cash for savings and priorities
Accelerate debt repayment
Build lasting financial habits
Pricing:
Personal Finances: $1,200 + GST/HST for 3 sessions (payable in 3 monthly instalments)
Business Finances: Custom pricing based on complexity.
