You may have been sold a savings account at the bank when you asked about a TFSA. Well, even those aren’t paying “high” interest! Please make use of the tax-freeness and get your money in your TFSA GROWING!
Max it out (eventually)
In investments (stock market returns higher than 2%!)
For retirement (compounding a long time!)
It’s okay if you haven’t maximized your TFSA in the past and it’s been “messy” with contributions and withdrawals. Going forward let’s get it set to work harder for you! 💪
Reminder if you’re as old as me, your contribution room could be up to $109,000 and if you’ve been contributing and investing this whole time it should be worth over $200,000! 🔥 This is the power!
Yes I’ll be preaching about this more in my Wealth Builder Kickstarter next month. It sold out in record time! Wait list is open for cohort 17!
Coach Jolie
CPA & Financial Coach
Well Bean Coaching
Coaching Confidence for Financial Independence
Book a Free Consult any time by using the "Sign Up" button above or visit my website.
08/09/2026
Simple things I’m happy to be living and proud to be bringing to the women in Canadian Ladies Money Club and my coaching clients.
Chic, isn’t it.
What would you add?
If your advisor has a one-way “discussion” with you and you feel overwhelmed or timid to ask questions, they are not a good fit. 👎
💥Find a professional that works WITH YOU! 💥
Use my free download questionnaire to make it a two way CONVERSATION. 🙌
Print it out, take it to your next meeting. Your advisor should WELCOME those questions and showcase ways to prove they ARE a good fit for you!
Of all of the questions on my questionnaire, sometimes you can just go by “vibes” which is the 😃🙁 rating. Keep it simple, here’s your guide.
I’m not anti investment advisor AT ALL.
I’m not an advisor, but they can be good value!
I want the right FIT for you.
Build your self agency in being CURIOUS.
Stop wasting money and time, adding stress with a financial advisor that isn’t for you.
And deep down if you just know you have a dud, it’s time to make a change! This download will give you the proof and vocabulary to articulate what you need. 😎
My website has other FREE resources too.
Easy download.
Let’s go!
07/26/2026
Normally we don’t go quite so all-out with tours and events, but this is the way the last month has turned out for us!! Beyond the learning, wow-factor and entertainment, it’s also about who we enjoyed these adventures with!
1 Jade Elephant at Park96 was a big highlight because we know the bass player personally! Rocked it!
2 Hubby has wanted to see Sam Roberts for years!
3 He-Man was a surprise win for everyone in the family except the guy that knew anything about He-Man! 😆
4 Come From Away was so fantastic! I’m still listening to the soundtrack, and it still gets in my feels! ❤️
5 Big Muddy Outlaws tour (they hid stolen horses in the badlands of Sask) was neat to finally do with my parents
6 Bengough Bull Riding was a fun campground surprise adventure! $20 each, well spent!
7 David Lee Roth was STILL an amazing but cheesy showman! So many laughs and he was having his best day on that stage!
8 Billy Idol was the headliner and rocked it, and I learned to appreciate his guitar player’s musicianship
9 Passion Play at the Badlands Amphitheatre with the whole fam was hot and long but also good!
10 Snowbirds at the Red Deer Regional Airshow was fantastic! Also the fighter jets that rumbled our trailer!
11 Nate Bargatze was fun! Probably our last time at the Saddledome too!
13 No cost but honorary mention of the FREE Mother Nature show while camping in Sask!
How many of these have you seen? What would you want to add to this kind of eclectic mix of experiences!?
Phew! Now we need to go camping and get away from some crowds! 😉
Are you ready to take ACTION? 🔥
Stop the overwhelm and procrastination.
Get unbiased info, taught live so you can ask YOUR questions! Accountability and interactive learning!
Cohort 16 of my Wealth Builder Kickstarter has a wait list for registration! My bio and website have the details.
Five sessions in a small group. A kick in the pants 😉 for you to take action!
1️⃣ Investing Basics & Mindset. We start with WHY! Compounding, investor profiles & Financial Independence.
2️⃣ Platforms & Fees. Advisors vs. Roboadvisors vs. Discount Brokerages. The impact of MER fees.
3️⃣ Account Optimization. Understanding the alphabet soup! TFSA, RRSP, FHSA, RESP & more.
4️⃣ Investment Products. Demystifying stocks, bonds, ETFs, Index Funds, Mutual Funds & Asset Allocation.
5️⃣ Action Plan & Fact Sheets. How to evaluate funds, open/transfer accounts & make purchases confidently.💃
Only twelve ladies per cohort.
Likely to sell out to the wait list again.
Get on it to get the discount and advance access! 💥
Coach Jolie
CPA and Financial Coach
07/17/2026
We told absolutely nobody when it happened. 🤫🏡
Ten years ago, we were camping in BC with the kids. It was payday, and we had to drive our truck to get cell service. We were excited to make the call to the bank to get the exact dollar AND penny amount, to fully pay off our house! 🔥
No party, no announcement. Just me and my husband at the campfire, cheering to our FREEDOM! ❤️ Our home was 100% ours. 🤩
As a CPA, I’ll admit the math of paying it early wasn’t optimized. A spreadsheet says to invest that “extra” money instead. But as a financial coach, I know money is more than math. We love the cash flow freedom, AND our investments were already solid! 💃
When you’re looking for a financial coach, don’t just look for someone who reads the textbooks. Look for a coach who has actually DONE it. Someone who has executed the strategy, and built the type of life you want to live.
For a decade, I’ve lived the freedom I now help my clients build. 💪 Our mortgage payment funds have been redirected to travel. ✈️ We are enjoying our “rich life!” And last month we celebrated a decade mortgage free, camping again! (Funny, not even IN the house!! 😜)
I’d love to hear from YOU!
What is your next big, “impossible” financial milestone you are working toward right now? I’m here to celebrate ALL of the wins! Opening a TFSA or heck even a HISA! Debt freedom! Or my clients last night who have joined the “two comma club!” Maybe it is full financial independence!? 🔥
Drop it in the comments!
That’s all.
But also, the healing properties of nature and being by water and in the forest. Money can’t buy that.
I’m sure you’ve seen those posts showing the amount of time you spend with family decreases a TON after age 18, right? No doubt it’s true, but I’m taking advantage when I can!
❤️ I’m so fortunate that my time freedom allows me flexibility, my parents are both alive and well, and my partner is game to spend his vacation time with his in-laws playing cards!
A few summers I’ve spent helping at the farm for medical issues, but this time we got to enjoy camping together! We visited South Saskatchewan, hitting more NEW places, trails and ice cream 🍦 adventures!
We got the Big Muddy Badlands Tour, as well as the Poplar River Mine tour. We got in on the Assiniboia Canada Day festivities. Lucked out with the Bengough Bull Riding action. Hiked the grasslands ↔️ badlands. Watched a lot of “living skies” storms, moooost passed us by.
Played some cards, and still laugh that when ✨ I✨ win my MOM says “More luck than brains!” 🤣🤣 Ate all the goodness my husband cooked and enjoyed my mom’s baking. Whistled at the Black Tailed Prairie Dogs (not much bigger than gophers.) Mesmerized by the surprise auroras on our last night! 🤩
It was action packed yet relaxing! The best part, is disconnecting and reconnecting and making memories and having many good laughs! The quiet of the parks, the fresh food, the rain, all very refreshing!
When people say they like to spend on “experiences,” I say DO IT! ❤️ These are the things your money is meant to buy!
Coach Jolie
CPA & Money Coach
Click here to claim your Sponsored Listing.
Location
Category
Contact the school
Telephone
Website
Address
Calgary, AB