About Us

Melanie Berteig
Melanie is a personal finance coach who helps Canadians manage their own money, increase their financial security, plan for retirement and make smart investment decisions for themselves.
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 has spent over $100k learning how to manage and invest money from the world’s leading experts. 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 learn how to 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.
Stress-free support
I understand the stress of overwhelming debt.
I understand the anxiety of knowing your investments should be performing better than they are, but not knowing how to improve them.
I remember not knowing how to calculate how much I need to save for retirement.
I was lucky enough to find amazing teachers, mentors and coaches who taught me how to manage my money and invest wisely. I really couldn’t have done it without their support and guidance. I want to pass on that gift to others.
I’m here to help guide you in the right direction to know what you need to learn about, what financial habits you need to practice on a regular basis, and how to invest wisely.
I’m happy to hold your hand as you make your first investments on your own. I’m here to build your confidence, skills and financial wisdom. I know with certainty that you can do this! I believe that you can become a confident money manager and investor who will reach their financial goals.

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
12 Month Coaching Package
Monthly sessions to completely transform your financial health