Ask The Money Lady

“Hummingbirds dart lightly through the world, spreading their message of joy and beauty and teaching us to appreciate the wonder and magic of everyday existence.”

Start Planning Today!

Welcome to Ask The Money Lady where we provide FREE Unbiased Financial Advice for Canadians

Our Vision for You:   Make a Change TodayCreate a PlanOwn Your Future

Ask me a question

Sit back, slow down and let’s figure out your future. Ask me a question. I’m here to help.

Christine Ibbotson is an Canadian Author, National and Syndicated News Columnist, and Professional Financial Speaker and Presenter.

She also has three radio shows called the “Ask The Money Lady Minute,” “Your Money Today” and a live-call in show called “Ask The Money Lady.”

She writes for over 630 Newspapers in Canada with over 20 million readers and is heard on 327 radio stations across Canada.

Christine Ibottson

Are You Wanting More?

Christine provides up-to-date professional strategies to increase investment income, options on how to target and eliminate debt, strategies for building wealth, and of course instills the much needed confidence and financial clarity to secure your future.

It’s easy to get started!

If you have a financial question – Please email us and we will answer it FREE at info@askthemoneylady.ca.

But if you want more we have two personalized options to choose from.

Option One: $150

Have a financial chat with Christine

This 1-2.5 hour phone call covers all financial questions you may have about your personal finances.

INCLUDED:

  • Review of current financial situation, cash flow analysis, retirement review and projections.
  • Taxation review, government pensions (OAS/CPP/QPP), estate planning, debt reduction plan, investment review.
  • Recommendations for accelerated mortgage repayment strategies, savings plans, lower taxation, insurance and legacy planning.

*Prep-Questionnaire to be completed before call.

Option Two: $500

Personalized Financial Plan

  • Full Financial Review + Personalized 25 year Retirement Projection.
  • Introductory call PLUS a ZOOM Conference Call to review your personalized plan: 1-2 hours.
  • Review of current financial situation, cash flow analysis, retirement review and projections.
  • Investment portfolio review with recommended strategies, fee structure review, risk and return projections, and taxation.
  • Review of government pensions (OAS/CPP/QPP), estate planning, debt reduction plans, Wills and Powers of Attorney.
  • Recommendations for accelerated mortgage repayment strategies, savings plans, lower taxation, insurance and legacy planning.
  • Alternative options and coaching on how to build wealth, invest and build a savings portfolio. Entrepreneurial advice, business succession planning and corporate taxation.

*Hard copy financial plan sent to client with copy of Christine’s book: “How to Retire Debt Free + Wealthy”.
*One-year future follow-up call with Christine included.

Start Planning Today!