Shay Steacy

Part money coach, part (unofficial) therapist, but all financial planner.

With more than 20 years of hands-on experience working with Canadians, I've gained valuable, real-life knowledge of the financial industry in Canada. In my time as a bank employee, I recognized so many Canadians had trouble finding financial advice that actually helped, because they didn't have "enough" money for the banks to care enough about them…

So in 2018, I left my bank salary, benefits, and pension behind so I could offer my unbiased financial advice to Canadians for a fee, rather than selling financial products people may or may not need!

My clients are busy raising young families, advancing their careers, or building businesses. And some of my clients are approaching retirement and want to understand how the money they've worked so hard to save can help them live the lives they've been imagining. But all of my clients are often overwhelmed with choice, options, and questions. So I help them sift through the noise, understand what's important in their financial lives, and take action to move forward.

I blend the technical aspect of finances with the personal side of money. This approach to planning isn't for everyone, but it creates long-term, trusting relationships with clients, so I wouldn't have it any other way!

In my client video meetings, my backdrop is my 10'x32' tiny house on wheels! I've got a passion for all things sustainable (environmental and financial!), and I've been the world's okayest dog mom to Bodhi since 2021.