Imagine having a friend who knows a lot about money stuff and wants to help.
Your talks are open, honest, vulnerable- and fun. She’s knows a lot, but never makes you feel small or silly for asking questions. sometimes financial issues can be complicated, so if she doesn’t know the answer, she knows where to find help. She is generous in sharing her knowledge and resources so that you can feel good about the decisions you need to make. She doesn’t tell you what to do because she understands there is no one “right way” and what’s best for you depends on you, your values, your goals, and what’s most important to you. She offers suggestions, support and guidance and works with you to figure things out.
I want our work together to be like that.
it starts with w quick 15 minute call to see if we might be a fit.
“A girl should be two things - who and what she wants.”
— coco chanel
Who We Work With
Our clients are typically professional and entrepreneurial women (and their families) who are looking for a trusted partner to take on the heavy lifting of managing their financial lives. They are often their family’s main breadwinner, or they take the lead on money matters, or they keep their finances separate from their spouse, or they are single and looking for support. Many have the added complexity of running a business or a professional practice through a corporation.
If you find yourself suddenly single through divorce or death of your spouse, we help you navigate your new financial reality with kindness and empathy.
Home is Ottawa, but we work with clients virtually throughout Canada.
about me
Shona Bertrand, B.B.A. (Economics), LL.B.
planning & insurance consultant
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B.B.A. (Economics), University of New Brunswick
LL.B. University of New Brunswick
I love learning and exploring my curiosity, so I’m constantly upgrading my skills. I am currently pursuing a financial planning designation.
For a complete list of my financial industry education ad training, please see my LinkedIn profile.
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Law Society of Ontario 41434L
Financial Services Regulatory Authority (Ontario) , Licence 09106509, Life & Health Insurance
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My family is everything to me - I married a girl I met in law school and we have a teenager and a dog. I spend my free time puttering around our fixer-upper house, hiking in the Gatineau Hills, biking around Ottawa, and travelling. I have an abnormal affinity for my steam cleaner. I’m a Virgo so organizing comes naturally to me and makes me weirdly happy. I’d love to connect on social media!
Let’s start a conversation.
Interested in how I might help? Fill out some info and we will be in touch shortly! We can't wait to hear from you!