Do you want financial security?
I help you learn how to manage your money and build financial security.
Do you feel like:
- You never seem to be able to save enough money?
- Your debt is overwhelming and you don’t know how to pay it all off?
- You don’t know how much you need to save for retirement or how to calculate it?
- You’re scared to try investing on your own without the help of a financial advisor?
- You have dreams of a better life but aren’t quite sure how to get there?
I can help you:
- Properly manage your money by establishing regular habits.
- Build a Protection Plan to strengthen your financial security.
- Know exactly how much money you need to save to reach your retirement goals.
- Have a clear plan of action to reach your retirement goals and your financial dreams.
- Confidently invest your money on your own.
About Melanie Berteig
Melanie is a personal finance coach who helps Canadians manage their money, plan for retirement and increase their financial security.
Melanie has worked as a Chief Financial Officer for over 20 years, managing millions of dollars.
Before becoming a CFO, Melanie learned how to manage her family’s finances after discovering they were over $100k in debt. Once she became debt free, she became passionate about helping others learn how to do the same.
As a CFO, Melanie has learned how to manage million dollar investment portfolios with double-digit returns. Melanie then became passionate about helping others learn how to invest their own money with similar results.
Melanie has helped people who are just starting to learn how to manage their money and have never invested on their own before. Melanie has also helped sophisticated investors such as chartered accountants and high net worth individuals improve their money management habits and investment portfolios.
Melanie has helped many Canadians invest in private investments here in Canada (private credit, private REITs and private equity). Melanie helps people understand what types of investments are appropriate for their particular situation and to create a well-balanced, well-diversified Investment portfolio for their individual circumstances.
Melanie teaches Canadians how to manage their own money and make smart investment decisions for themselves.
“I love the way you write, authentic, sincere, and no fluffs, to the point. I felt the author very trustworthy in her expertise. It is a beautiful book.“
jie hui
“Super clear and accessible.”
Dean kalyan
“A solid, structured approach to financial management.”
Barbara Nault-Marani
Buy Book “How To Be Financially Healthy”
A step-by-step guide to building the essential habits to be financially healthy
1 Hour Coaching Session
Compassionate support and accountability for you to take action and achieve your financial goals
Free Resources
To Get You Started
Let’s work together to achieve your financial goals.
Ready to take your financial health to the next level? Schedule a free consultation to find out how I can help you establish regular financial habits into your life, learn how to manage your finances responsibly and feel confident making investment decisions on your own without the help of expensive financial advisors.