About Maple Financial Wellness

Maple Financial Wellness is a Canadian firm dedicated to improving financial wellbeing for individuals and workplaces across Canada. We blend certified financial planning principles with behavioural coaching to create programs that change both financial outcomes and emotional relationships with money. Our approach focuses on measurable goals, gentle habit formation, and planning that respects your values and life priorities.

Our Services
Team meeting planning financial goals in Canada
Our team includes certified planners, therapists, and coaches who focus on Canadian tax, retirement, and benefits systems.

Our Mission

Our mission is to reduce financial stress and increase economic resilience for Canadians through compassionate, evidence-based coaching and clear, actionable planning. We recognize that money is deeply entwined with identity, relationships, and mental health. Our work addresses practical goals like saving, investing, and debt reduction, and it also supports the emotional work — shifting beliefs, creating routines, and building confidence to make better financial choices consistently.

What drives our work

We prioritize clarity, accessibility, and cultural relevance. Programs are designed for diverse Canadian experiences — from newcomers and students to young professionals, parents, and retirees. We make planning realistic by breaking big goals into weekly actions and offering accountability through coaching and supportive tools. Education is practical: we demystify RRSPs, TFSAs, home-buying timelines, and benefits so you can make decisions with confidence.

Certified Team

Our coaches hold certifications in financial planning, coaching, and financial therapy-informed practices. Continuous professional development ensures our guidance matches evolving regulation and best practices in Canada.

Community & Workshops

We run monthly workshops and workplace seminars that combine hands-on planning with behavioural tools. These sessions equip participants with templates, checklists, and decision frameworks they can use immediately.

How we support Canadians

Our support includes one-on-one coaching, group workshops, workplace financial wellness programs, and digital tools for tracking budgets and goals. Coaches work with clients to create tax-conscious strategies using RRSPs and TFSAs, plan for benefits, and prepare for major life events such as home purchases, career changes, and retirement. We emphasize measurable progress: clients receive tailored action plans, regular check-ins, and resources that reflect Canadian legal and tax structures.

Financial coach meeting with client in Toronto office