what my clients say…
“I recently had a change to my employment and took an opportunity to work with Alisa to set my family and I up for our future. She was extremely knowledgeable, able to answer all of our questions and we are very happy with the outcome. I would recommend Alisa to any of my family and friends.” ~ KRYSTA Waterdown ON
“I cannot express enough gratitude for Alisa’s outstanding service as our advisor. As a young family trying to make ends meet, my partner and I never imagined we could achieve financial freedom. Alisa took the time to sit down with us and explain how even saving a small amount every month could payoff in the long run. Her expertise extends to the niche area of special needs, she has valuable insights into financial planning for families with special needs children. I highly recommend Alisa to anyone who needs guidance on navigating the sometimes-scary world of finances. She is compassionate, knowledgeable, and non-judgemental. A true professional who knows her stuff!” ~ CHANTAL Brantford ON
“My husband and I have been married for 13 years now. We've been together for 16 years. We've been through infertility, moving to a different province, parenting twins, and parenting a special needs child. We've handled everything in stride except FINANCES. The mere mention of anything monetary felt accusatory and defensive for both of us. We had our biggest fight over finances that almost ended our otherwise mostly perfect marriage. Enter Alisa. She played referee to myself and my husband as we navigated our financial present AND future. There were tears, there were spreadsheets, there were swear words under our breath. Now? Peace. The over-analytical husband meets the mental load-bearing wife. We're set for life. We needed some guidance and some motivation to drop those boxing gloves so we could see that our values were the same. Now? Financial responsibility meets romance and adventure and fun. Alisa made that happen. She 100% saved our marriage....and she did so while making us both laugh and own up to our own issues.” ~STEPHANIE Brantford ON