Alice Wynter Financial Coaching
55 Quebec Avenue, Toronto, ON, Canada
(3)
55 Quebec Avenue, Toronto, ON, Canada
(3)
Are you struggling with a specific money matter that is needing some serious attention?
Well, I can definitely help you!
I provide a high-touch money management coaching program that gives women 1-on-1 support to move them from stressed and worried to confident and empowered about their money stuff.
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3 customer reviews
Anne-Sophie
I debated working with a financial coach for a long time before I bit the bullet. My partner and I were about to buy a house together and felt it was time to get my finances in order.
I was hesitating because I was afraid I would get judged by how I make/spend or that I would "waste" someone's time by working with them.
I could not have been more wrong - Alice made me feel welcome and worked through all the numbers with me. She gave me really actionable steps and advice to implement to improve my situation and have more financial security. She made the entire process easy and I genuinely felt that she was there to support me.
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Carolina archibald
Alice is THE best financial advisor I’ve ever had. I’m 27, and started my own business about 1 year ago. Now that I’m growing I’ve realized that I need a team to help me out.
Alice made this whole process very easy to understand, I finally feel like I have control over my economics, and working towards achieving my business and personal goals. If you’re looking for a financial advisor this review is a sign to go with Alice, you’re in great hands! Thank you Alice for everything, you’re amazing
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Terri Mitchell
Alice is an amazing coach! In the beginning, I was super overwhelmed and Alice was able to put everything in perspective. She was able to turn my concerns into manageable action items, and held me accountable
. Every week reveals something new and already I'm so much more confident!
I only wish I had found her sooner. Thank you Alice!
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What do you love most about your job?
I love working one on one with women and helping them navigate through any financial issue that they are struggling with. There is nothing more satisfying then hearing a client say "Oh - I get it!" or
"I love this, I thought it was hard, but now it makes so much sense and I feel so much more confident, secure and empowered about my finances!"
What inspired you to start your own business?
Having worked for over 34 years at 2 major financial institutions in Canada, I’ve seen first-hand that many women are eager and willing to get a better understanding of their overall finances, but they often don’t know where to start, or who to trust.
As a Certified Financial Planner® (CFP) and Chartered Investment Manager® (CIM), I worked with dozens of clients from all walks of life, but something was missing. Traditional financial planning services just don’t take the time to truly understand the struggles and fears that women have and they don’t offer the amount of time and guidance required to help clients truly understand their BIG PICTURE. And, sad to say, many traditional financial planning services are often product-driven.
So, In August of 2021, in the midst of the pandemic, I decided that putting off my dream of working on living freely and becoming my own boss, had been waiting for me to show up for too long. Despite my massive fear, I took the leap, resigned from the corporate world, and decided to start my own practice to help women with their money stuff!
Why should our clients choose you?
Do you ever wonder why so many of us slow down our personal growth and don’t move forward towards living the life of our dreams? It’s because, when it comes to money, we are often living from a place of FEAR.
But what I learned from an early age is that choosing and developing a positive and resilient mindset was the key that helped guide me through my fears about money, and then by educating myself I was able to build my confidence and reduce my worries by implementing and following systems that worked.
This framework helped keep me on track and moving forward towards my dreams, and it can help YOU, too!
Can you provide your services online or remotely? If so, please add details.
Yes, my service is perfect for the remote option. I use Teams which is easy to use. We can decide to sometimes even just talk on the phone if visuals are not required for any given session. I do also offer in person meetings, but it just depends on the circumstances. The virtual option is very easy and effective!
What changes have you made to keep your customers safe from Covid-19?
All my sessions can be held virtually, so everyone is safe in their own space.
90 Day Financial Freedom Journey
By the end of this program, you will...
Have a simple yet effective tool that helps you manage your expenses to the penny on a monthly and yearly basis
Learn how to save for a rainy day and other stuff NOW– without putting if off until the “right time.”
Understand the basics of investing and put a plan in place that meets your needs
Phase in a plan of insurance coverage to protect your stuff and your family
Understand the Tax Man and learn how to work with him so that you’re both happy
Understand what you’ll need to do to have enough money when you’re ready to retire
Feel confident that you can reach your “Big Picture” money goals, and have a plan to get there!
Ensure you have a proper will and power of attorney in place
The Program In a Nutshell
In this 11-week coaching program, you will work through all of your money management struggles using proven strategies to TRANSFORM your life, one habit at a time.
Working 1-on-1 with Alice, you’ll have a 1-hour coaching call every week over a 90-day period where Alice will personally guide you through your transformation and customize the program to make sure it fits your life and your unique financial journey.
Each session will be tailored to your individual progress to allow for deep exploration that fits your own financial journey and needs. You’ll get actionable items, accountability, and homework to keep you on track.
One Hour Individual Financial Coaching Sessions
Maybe you don't quite feel that you need a full 90 day program as yet to help you with your finances.
I also offer individual one hour sessions to jump start your journey - maybe an hour or two is all you need for me to assist you.
Any financial topic or issue is my expertise.
