Businesses
Ready to Build Wealth That Feels Well
Move from confusion into clarity, access, and ownership.
See your numbers clearly, explore aligned options, and lead your business with grounded confidence.
Knowing your wealth is protected, growing, and working in service of the life you’re creating.
You’re in business to make money AND create freedom, fulfillment, and sustainable success—on your terms.
Yet, somewhere along the way, things got murky…
You’re not new to business—but something feels off.
You’re stuck in a cycle of second-guessing.
You’re avoiding your numbers even though you know you shouldn’t.
You’re ready to…..
Feel at home in your business
Understand what your numbers are really saying (without shame or confusion)
Make financial decisions rooted in clarity and confidence.
Build wealth in alignment with your values, vision and the life you’re creating.
This isn’t about hustling harder, forcing strategies, or chasing someone else’s version of success.
This is a Return to you. Your Rhythm, your wisdom, your definition of wealth
Through reflection, education, and strategic insight, we bring clarity to the numbers, confidence to your decisions, and calm to your financial world.
The journey looks like:
Connecting with your numbers, strengthening your financial foundation, and leading your business with clarity, confidence, and integrity.
OPTIONS INCLUDE:
Financial Education & Custom Tools:
Increase your financial management knowledge and confidence. See the full picture. Turn numbers into insight.
Develop tools and processes that make cash flow and financial results clear, simple, and empowering.
Revealing the patterns and possibilities in the numbers.
Helping you lead with clarity, confidence, and intention in every season of business.
This can be project based or monthly support.
Note: All tools are customized for you, your business and maintained by you or your bookkeeper/ financial team.
What’s not included:
– Tax filing or replacement of your accountant
– Day-to-day bookkeeping
(However, we’re happy to collaborate with your existing financial team to ensure full alignment and clarity.)
Insurance & Investment products:
Expand and protect your future. Grow and safeguard your wealth and retirement.
Explore strategies and products that align with your goals, values, and season of business.
From insurance solutions, permanent tax shelters (aka investments combined with life insurance), to segregated fund investments (offered by insurance companies that have both market growth and a level of guarantee).
Helping your money work harder for you and grow intentionally to serve the life you’re here to live.
This is financial product support.
Ready to get started?
Each journey is unique, and your investment will reflect your specific goals, needs, and stage of growth. Let’s connect to explore the right fit and create a plan aligned with you.
What people are saying
“Chrissy's brilliance in optimizing our financial processes, coupled with her keen eye for operational improvements, has elevated our team to new heights. We are not just grateful for Chrissy; we are indebted to her for the invaluable impact she has made. You truly are brilliant and have a gift!!”
– Julie Humphreys
Co-owner, Jaden Enterprises, JT Motorsports, Miramichi Honda
”My only wish is that I would have worked with Chrissy earlier. Before working with Chrissy, I had no clue how my business was doing financially. The bookkeeping was a mess. Chrissy not only supported me in cleaning up my numbers, she mentored me in understanding them and helped me see solutions for the challenges inside my operations that worked for me."
– TERI-LYNN DEMPSEY
Owner & CEO, DataGuide Technologies
"Before working with Chrissy we were overwhelmed, stuck in the mud. Now we are in 4 wheel drive, full speed ahead. Never have we worked with someone giving us so much value and momentum in such little time. Even our General Manager felt the huge shift without working directly with Chrissy. (I’d like to add fireworks in the background of this testimonial, if possible!)”
– Carole Surrette
Rottne Canada Inc
"We reached out to Chrissy because we didn't trust our numbers. Something was off. With her help and guidance, we now have confidence in relying on results to lead our profit with more clarity, alignment and confidence. As a bonus, our financial processes have become more refined, purposeful and efficient."
– John and Brad
Owners, Mapleton Pharmacy Limited
This is not one size fits all Financial support.
Because clarity isn’t found in cookie-cutter strategies.
Numbers reveal patterns, priorities, and possibilities.
Through strategic review, financial education, and wealth protection, we help you interpret what’s really happening beneath the surface, so you can make confident, aligned decisions and grow wealth that’s sustainable, intentional, and truly yours.
Why This Works
Ready to lead with clarity, confidence, and alignment?
Let’s connect to explore the path that best supports your goals and helps your wealth grow, on purpose.