Biography
Rebecca’s passionate belief in the power of a written financial plan, as well as her commitment to independent advice, led her to become a risk management specialist at CWF GROUP, a top 10 NATIONAL boutique full-service brokerage firm. By following the principles of financial planning in her own life, she has proven to herself, beyond a doubt, the power of the process. This disciplined process became The SPOUR Financial Planning Process™.
Able to think “outside the box”, Rebecca gets to the heart of a client’s issues and concerns about their personal finances allowing them to progress beyond their perceived limits. Her enthusiasm and genuine desire to bring order and success to this often tangled, sometimes neglected area of a client’s life, as well as her ability to explain complicated strategies in plain-English have attracted a loyal and satisfied clientele.
Rebecca has become a one-stop resource in her clients’ financial lives, with referral relationships with lawyers, accountants, real estate professionals and mortgage brokers, to name a few.
Rebecca currently lives in the North end of Toronto in the Willowdale area. She enjoys arts and culture, writing music and performing as a vocalist in the EDM Duo "The Soul Movement." She is also actively involved at Sick Kids in clinical research examining the neurocognitive impacts of anaesthesia drugs in children. Coming from a psychology background, she is also very interested in behavioural economics, positive psychology and personal development. She is collaborating on a health & wealth e-book right now with celebrity radio host of 'Strange Brains', productivity expert and owner of ADHD Interrupted Alyna Kay, as well as Registered Holistic Nutritionist and healthy living expert Megan Dillonborough. Rebecca’s other passions include fitness, running for charity, learning new languages and cooking (or burning) gourmet paleo-friendly meals with loved ones. Life is great!
Industry Expertise (2)
Professional Training and Coaching
Financial Services
Areas of Expertise (3)
Health Insurance
Wealth Management
Life Insurance
Education (4)
Berklee College of Music: Songwriting & Music Production 2013
An interest course I took online! Highly recommend!
College Pro Painters: "Real World MBA", Applied Entrepreneurship 2008
Durham College: LLQP, Segregated Funds, Life, Health & Disability Insurance 2012
Licensed under the Financial Services Commission of Ontario. License # 12128227
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