Featured Advisor

What a CCS™ Can Do for You:

A Certified Cash Flow Specialist is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.

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Angie has been spreading her expertise passionately as a financial educator for the past 18 years.   The addition of a CCS designation has allowed her to help clients achieve their financial dreams without painful “budgeting”.

Angie and her husband dreamed of becoming investment property owners and successfully overhauled their personal finances in order to purchase a long term rental property in Port Hope, Ontario in 2019.  They then expanded their portfolio in 2021 through the purchase of a vacation rental in Mont Tremblant, Quebec.  These purchases have improved their immediate cash flow, and have contributed significantly to their net worth.

Angie believes in helping her clients calm their cash flow chaos in order to maximize their money.  Whether the client is looking to eradicate debt, buy an investment property, or get on the same page as their partner, Angie can provide a customized solution.