I built A Money Maker Mindset because everyone deserves financial advice, not just the wealthy. .
Let's ConnectHi, I'm Lori. an Advice Only Financial Planner and the founder of A Money Maker Mindset. I spent more than 20 years in the traditional financial industry, and one thing became very clear to me. The system was built to serve people who already had wealth. If you had assets to invest, doors opened. If you did not, you were often left with generic advice, high pressure sales tactics, or nowhere to turn at all.
I created A Money Maker Mindset to change that.
I am a fee only/ advice only financial planner who blends traditional financial planning with financial psychology. Because real financial confidence does not start with spreadsheets. It starts with understanding your money story, the patterns you learned growing up, and the emotions and nervous system responses that show up every time you try to budget, invest, or make a big decision.
I help everyday Canadians who feel like they are doing their best but still not getting ahead. Together we look at what is really going on under the surface. The shame, the fear of making the wrong move, the freeze response when the numbers feel overwhelming. From there, we build clarity, skills, and plans that are actually doable in real life.
Why Advice Only Matters
As an advice only financial planner, I do not sell investments or products. I do not earn commissions. My guidance is completely impartial, transparent, and focused on your wellbeing. My role is to sit on the same side of the table as you and provide financial planning that supports your goals instead of someone else’s sales targets.
What I Believe
• Money is a tool that should support the life you want
• You are more capable than you think
• Financial planning should be trauma aware, values driven, and free of shame
• Everyone deserves access to high quality financial advice, not just the wealthy
What I Do
I help you understand the psychology behind your financial decisions. I help you build healthier habits. And I help you create a plan that fits your goals, your nervous system, and your real life, not some idealized budget on paper.
If you are looking for an advice only financial planner in Canada who understands both the numbers and the emotions behind them, you are in the right place. Reach out any time and start building clarity, confidence, and a healthier relationship with money.
Connect with LoriFAQs
What is the difference between an Advice-Only Financial Planner, Fee-Only Financial Planner, and a Commission Based Planner?
What makes A Money Maker Mindset different?
Where are you located?
We offer FREE consultations for first-time clients!
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Anon
"This assessment was really powerful in helping me understand my money mindset and some of my deep-seeded beliefs about money. The exercises made me uncomfortable (in the best way) and really helped me see what is standing in my way of a positive money mindset. It allowed me to reflect and dream. Throughout the process, Lori was compassionate, judgement-free, and really wanted to help."
Valerie T.
"I have been working with Lori for about 20 years now, and partnering with her has completely transformed my financial health. My husband and I have been wage earners for most of our careers, relying on company-matching RRSPs, our own RRSPs, TFSAs, and savings for our retirement. Lori has helped us manage it all with expertise and dedication. She has shown us that slow and steady wins the race! Thanks to Lori's expert advice and the support of our accountant, my husband and I can confidently say that our retirement is secure and prosperous."
Stephen Q.
"Thanks for leading me through the personal psychology assessment! The process was fun and it looked at things through a unique lens that was very insightful. The assessment applies to everyone regardless of their age and where they are at on their financial journey. You were great to confirm some of my strengths and point out potential blind spots for me as I plan the rest of my financial future."