EXPERTISE.  INTUITION. INGENUITY.
We work with clients, providing exceptional consulting services that are catered specifically to their needs.

Preparing for the future can be overwhelming;  Let us help you build your financial future with a complementary 30 minutes to discuss your needs.  

FINANCIAL NEEDS ANALYSIS

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

ASSET ALLOCATION RECOMMENDATION

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, please get in touch.

FINANCIAL STATUS EVALUATION

My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

DATA COLLECTION

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

Call Michelle TODAY - 519.634.1009

ABOUT ME

Consulting with Purpose
Since 2000, I’ve been providing professional consulting services to clients from Ingersoll and beyond. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. I’ll work with you to create a customized plan of action for yourself or your organization. Get in touch to learn more about my vision and consulting approach.

Testimonials

What My Clients Have to Say

Kelly McAndrew (Kitchener)

Michelle helped me to get over 10,000 for my son with Autism.  I had no idea this was  possible.  I am grateful for her patience and passion in helping  me understand how to apply for the RDSP and plan for a better future for my son.

Janice Straus

Michelle has designed a plan for me that not only helps me save for my retirement but allows me access to my money when I need it.  She is friendly and knowlegible regarding the products and what works best for the situation.

Jennifer Bruder

I have been very pleased with the level of service from Michelle.  Michelle helped lead me to setting my financial goals.  I trust Michelle’s knowledge and we have discussed mortgage, stock market, tax planning and investing for retirement.  I have always had follow-ups on any inquiry for information.  Michelle will find the answer for you.  I would certainly recommend and have referred Michelle to friends and colleagues.

You

We'd love to feature your story here! Share your experience on how we've helped you create your success.