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Our Services

Financial coaching, tax filing, educational courses, and integration support for new immigrants — well-rounded support for a broad range of clients.

Pricing note: Pricing for these services isn't listed on the site yet — reach out via the contact page for current rates and availability.

📚 Financial Education & Workshops

Group learning

  • Money Basics 101Learn budgeting, saving, and debt strategies
  • Investment Knowledge (Non-Advisory)Understand stocks, bonds, ETFs, and how markets work
  • Corporate Financial Wellness ProgramsTailored sessions for employees — retirement, tax basics, budgeting
  • Specialized ProgramsTeens & Young Adults, Women & Finance, Newcomers to Canada

🤝 One-on-One Financial Coaching

Individual coaching

  • Budget & Cash Flow CoachingBuild a budget you can stick to, with accountability
  • Debt Freedom CoachingStrategies to pay off debt faster
  • Goal-Based PlanningSave for a house, travel, education, or retirement
  • Investment Literacy CoachingLearn how investments work (without specific advice)

🧾 Tax Preparation & Planning

Tax support

  • Personal Tax Filing (T1)For individuals, families, students
  • Tax Planning CoachingLearn how to maximize RRSPs, TFSAs, credits, and deductions
  • Tax WorkshopsYear-round guidance on reducing tax stress

💼 Small Business Financial Support

For entrepreneurs

  • Bookkeeping EducationLearn to track business finances effectively
  • Cash Flow CoachingBuild and manage a financial dashboard
  • Business Structure EducationSole proprietor vs incorporation explained
  • Tax Basics for EntrepreneursHST/GST, expenses, payroll

💻 Digital Resources & Online Learning

Learn at your own pace

  • E-books & Guidese.g. "Money Basics in Canada", "Tax Prep for Freelancers"
  • Online CoursesPractical lessons on money management, investing basics, tax prep
  • Membership CommunityExclusive webinars, templates, financial challenges, Q&A sessions — see the Money Minds Book Club

🌍 Specialty Programs

Built for specific journeys

  • Newcomers to CanadaBanking, taxes, and building credit
  • Teen Finance BootcampTeaching young adults money skills early
  • Retirement Literacy SessionsCPP, OAS, RRSP drawdowns explained (education only)

Not sure where to start?

Tell us a bit about your situation and we'll point you to the right service or program.

Contact Finpros Conseil