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"Should I contribute to my mortgage or to my RRSP?"

"Am I invested appropriately?"

"When can I retire?"

"How should I pay off my debt?"

"Will I outlive my savings?"

Do you have financial goals that you are not sure you can achieve? Do you have a rough idea of how you are doing financially but can't really tell what you can afford? Do you ever wonder if you are limiting yourself for fear of running out of money?

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You are not alone. It's time to start living the life you want. Through personalized coaching and financial planning, you gain a clear understanding of your personal goals, what it takes to achieve them and how to make your finances work harder for you.

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TESTIMONIALS

Felipe V.

"Claudia’s guidance and deep knowledge not only provided clarity about my personal finances but also helped me envision a more solid financial future. Through her personalized advice, I was able to identify areas for improvement, set achievable financial goals, and develop a tailored strategic plan.  Claudia’s proactive approach and analytical skills made the process smooth and easy to understand. Now, I feel more secure and empowered to make informed financial decisions"

ABOUT ME

Claudia Soler-1.jpg
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I am Certified for Advanced Financial Advice by the Canadian Securities Institute (CSI) and a Certified Professional Coach by the Institute for Professional Excellence in Coaching (iPEC).

 

After working for over 20 years at Procter & Gamble in different leadership positions, I was able to retire from corporate life at age 44. In addition to spending more time with my family, I enjoy supporting others with coaching and financial planning.

 

I started doing my own financial planning and investment at an early age and I quickly learned that knowing where I am and where I will be financially, gives much needed peace of mind to achieve one's goals.

 

I founded Bright Light with the goal of empowering others to live their best life on their own terms. By leveraging my experience as a Coach and Financial Advisor, I help others define and achieve their goals while ensuring their finances are working for them.  

 

If you are interested in making your best life happen without letting your finances get in the way, please book a free consultation to learn more about how I can help you. 

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