Financial Planning & Financial Education Services

Straightforward information and advice you can use to start building your personal wealth plan today.

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Financial Planner & Innovative Educator

Hi! I'm Debra Wilson and I'm enthusiastic financial planner and educator. I pair my experience as a high school coop teacher with my education and credentials within the Financial Services sector. I have a Master of Education Degree from the University of Toronto and an Ontario College Graduate Certificate in Professional Financial Services. I have completed the Financial Planning Canada Fundamental and Technical Education Advanced Courses, the FP Canada Professional Education Program and (I'm thrilled to report!) passed the Certified Financial Planner (CFP) exam. I have also passed my Canadian Securities Course and my Life Licence Qualification Program certifications. I passionately believe quality financial education will make a difference for any Canadian.

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