Financial Planning & Financial Education

Straightforward information and advice you can use to start building your personal wealth plan today.

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Building Your Wealth Through The Next 10 Years…

Building your Personal Wealth Plan starts with the right knowledge. Whether you're just getting started or ready to go deeper, these online courses and one-on-one educational sessions give you clear, credible guidance you can act on right away — no financial background required. Start building the bridge from where you are today to where you want to be.

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Personal Financial Education

Educator-In-Chief

Hi! I'm Debra Wilson and I'm enthusiastic financial educator. I pair my experience as a high school coop teacher with my education and credentials within the Financial Services sector. I have a Master of Education Degree from the University of Toronto and an Ontario College Graduate Certificate in Professional Financial Services. I have completed the Financial Planning Canada Fundamental and Technical Education Advanced Courses, the FP Canada Professional Education Program and (I'm thrilled to report!) passed the Certified Financial Planner (CFP) exam. I have also passed my Canadian Securities Course and my Life Licence Qualification Program certifications. I passionately believe quality financial education will make a difference for any Canadian.

Worth Knowing: A Blog by DWFE

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