BE IN THE KNOWMoney Insights
for First-Gen Professionals
Plain-language resources on investing, debt, retirement, family finances, and the emotional side of building wealth between worlds.
Why "I'm Doing Fine" Isn't a Financial Plan — And What Actually Is
You feel like you're doing fine with money, but could you actually prove it? Here's why a feeling isn't a plan, and the three questions, your destination, your starting point, and the full picture, that actually are.
The Wealth Transfer Is Real. But It Won’t Save Us On Its Own.
Over the next decade, women in Canada are expected to control nearly half of the country's wealth. What gets discussed less is who that wealth actually reaches — and who it bypasses entirely. On financial agency, the six gaps that literacy alone can't close, and why opportunity without infrastructure is just potential energy.
Shifting Perspectives: Confronting Invisible Taxes on Women's Wealth
As the end of tax season approaches, it's time to recognize that our financial burdens extend far beyond mere numbers and receipts. We carry additional taxes—less visible but equally burdensome—throughout our lives.
Alexis Mobley on Coaching, Burnout Prevention, and Leadership Development
I had the pleasure of speaking with Alexis Mobley, a seasoned professional who has experienced burnout firsthand. Alexis turned her experience and professional knowledge into a business at I, Matter! Coaching & Consulting. She partners with high-achieving women to advocate for themselves and find and use their voices.
How to practice financial self-care
Money is the number one cause of stress in Canada — which means getting your finances in order is self-care, not just accounting. The C.A.R.E. framework: cash reserves, amounts due, retirement, and exposures covered.
READY TO BUILD YOUR BRIDGE?You don't have to choose between your family and your future. Let me show you how.
If you're a first-gen professional who has built a successful career and is ready to build the financial system to match it, start here. Twenty minutes. No slides to download.
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