About Theresa Szeto | Wealth Coach & Financial Planner

500+ Clients Served

Founder & Wealth Coach

A Lifetime of Helping Clients Thrive

Theresa Szeto is a Wealth Coach and Financial Planner with over 20 years of experience helping Canadians protect what they've built, grow their investments, and plan for the future with confidence.

A graduate of Mount Royal University's Accounting program, Theresa combines a strong analytical foundation with a genuine passion for people. She has guided hundreds of clients — from young professionals to retirees — through every major financial milestone: buying a home, protecting their income, growing their wealth, and leaving a meaningful legacy.

What clients say sets Theresa apart is how she listens first. Every plan she builds starts with a deep understanding of who you are, what you've worked for, and where you want to go. The result is financial guidance that feels personal — because it is.

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Core Values

What Drives Everything I Do

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Service First

Every recommendation starts with one question: what does this person truly need? Your goals come before any product or commission.

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Education & Empowerment

I believe informed clients make better decisions. I take the time to educate, not just advise — so you understand exactly what you have and why.

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Results-Driven

Good intentions aren't enough. I hold myself accountable to measurable outcomes — in your income, your protection, and your peace of mind.

Credentials & Achievements

Built on a Foundation of Excellence

Two decades of disciplined study, dedicated service, and measurable results have shaped Theresa into one of Canada's most trusted financial voices.

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Mount Royal University — Accounting

A strong analytical foundation that informs every financial strategy and client recommendation.

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500+ Clients Served

Hundreds of Canadians at every life stage — from first-time investors to retirees — have trusted Theresa with their financial future.

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Wealth Coach & Licensed Financial Planner

Specializing in investments, income protection, tax-efficient strategies, and retirement planning.

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20+ Years in Financial Services

Two decades of frontline experience — a career defined by genuine client outcomes, not just numbers.

"Every client I work with deserves to feel confident about their financial future. My job is to make sure they have the right plan, the right protection, and the right strategy — so they can live their life without financial worry."

— Theresa Szeto

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Ready to Work Together?

Book a free 30-minute discovery call and let's talk about where you are today, where you want to be, and exactly how we'll get there together.

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