Services Designed for Financial Health in Canada
Maple Financial Wellness offers services that combine practical financial planning with behaviour-focused coaching. Our core offerings include one-on-one coaching, group workshops for workplaces and communities, and self-directed digital tools. Each service is tailored for Canadian contexts - RRSP and TFSA optimization, mortgage planning, student loan strategies, and retirement income pathways. We emphasize small, consistent actions that create lasting improvement in cash flow, savings, and confidence. Our team works with diverse life stages and backgrounds to ensure plans respect cultural and family priorities while meeting regulatory and tax considerations across provinces.
What we offer
Our services are modular so you can mix and match based on need. We help clients with budgeting, debt reduction, tax-smart savings, insurance reviews, and retirement income modeling. For workplaces we deliver tailored financial wellness programs that include webinars, workshops, and employee toolkits. Every engagement begins with an assessment of current finances, goals, and psychological blockers. This ensures we recommend realistic steps that fit your schedule and values. Pricing is transparent and includes clear deliverables so clients know what to expect from each engagement.
One-on-One Coaching
Personalized sessions that combine technical planning and behaviour change. Includes action plans and check-ins tailored to Canadian tax and benefit systems.
Workplace Programs
Workshops, webinars, and toolkits for employee financial wellbeing. Practical, interactive, and designed to respect workplace confidentiality and inclusivity.
Public Workshops
Hands-on sessions covering budgeting, home buying, RRSP vs TFSA, and retirement planning. Participants leave with templates and next steps.
Digital Tools
Easy-to-use trackers, planners, and calculators designed for Canadian tax years and provincial variations. Self-directed with optional coach support.
Protection Review
Assess insurance needs including life and disability to protect goals and family stability. Recommendations are non-biased and aligned to client priorities.
Retirement Planning
Income modeling and withdrawal strategies that consider OAS, CPP, RRSP conversions, and tax-efficient withdrawals for Canadian retirees.
How engagements work
Every engagement begins with a clear assessment. We gather a snapshot of cash flow, debt, savings, and goals. Next we set measurable milestones and create a personalized action plan with weekly tasks that fit your routine. Coaching sessions focus on translating plans into habits and addressing emotional blocks to money decisions. For workplace clients we work with HR and leadership to design culturally inclusive content and optional follow-up clinics. Transparency is central - timelines, scope, and pricing are shared upfront. We monitor progress and adjust plans to ensure momentum and sustainable improvement. Our goal is to help clients make real, stress-reducing changes rather than offer one-size-fits-all advice.
