778-892-3882 [email protected]
Your Trusted Wealth Coach

Always Serving
People on the Frontline

Helping Canadians build real wealth through smart investing, tax-efficient strategies, and a financial plan designed around their life — in as little as 6 months.

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20+
Years Experience
500+
Clients Served
98%
Client Satisfaction
4x
Average Income Increase
6 Mo
Average Time to Results
98%
Client Satisfaction
20+
Years in Financial Services
What I Offer

Comprehensive Wealth Solutions

From protection to legacy planning, I help you build a financial strategy that grows with your life — and the lives of those you serve.

🛡️

Protect Your Foundation

Accident & Sickness coverage, life insurance, and disability solutions that form the bedrock of any strong financial plan.

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📈

Grow Your Future

Strategic investment and savings plans designed to maximize growth while maintaining the flexibility your life demands.

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🏢

Business Owner Solutions

Tailored protection and wealth-building strategies for entrepreneurs — because your business is your biggest asset.

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❤️

Health & Employee Wellness

Group benefits and health solutions that attract top talent and protect the people who make your organization great.

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💳

Lifestyle & Debt Integration

Smart strategies to eliminate debt while protecting your lifestyle — so financial stress never holds you back again.

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Legacy & Estate Planning

Thoughtful estate planning that ensures your wealth transfers to the people and causes you love — on your terms.

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Theresa Szeto — Wealth Coach
20+ Years of Experience
About Theresa

A Coach Who Has Walked the Path

Theresa Szeto has dedicated her career to helping Canadians take control of their financial future — through smart investing, income protection, and strategies built around real life.

A graduate of Mount Royal University's Accounting program, Theresa brings over 20 years of frontline financial services experience to every client relationship.

Wealth Coach & Financial Advisor
Investment & Wealth Planning Specialist
Mount Royal University — Accounting
20+ Years Financial Services Experience
Read My Full Story
Client Stories

What Clients Are Saying

Real results from real people who trusted Theresa with their financial future.

Insights & Education

Latest from the Blog

Actionable insights on Accident & Sickness coverage, income growth, and building lasting financial security.

ESG & Investing March 15, 2024

Is Your Portfolio Socially Responsible? Investing with Your Values

Your money is already making an impact — the only question is whether that impact aligns with who you are and what you stand for.

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Health & Wealth May 1, 2024

Beyond the Gym: How Financial Stress Impacts Your Physical Health

The single largest driver of chronic illness may be something your doctor can't prescribe away — and your financial plan should address it.

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Women & Wealth July 10, 2024

Women, Wealth, and Wisdom: Closing the Confidence Gap in Investing

Women control nearly half of Canadian wealth — yet a confidence gap in investing costs them millions over a lifetime.

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Gallery

Events & Distinguished Guests

Moments captured with industry leaders, policymakers, and change-makers at events across Canada.

Ready to Transform Your Practice?

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In 30 minutes, I'll show you exactly where the opportunity is in your current practice — and how to capture it.

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