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Life and business come with challenges — and navigating them alone can be overwhelming. My passion is helping people not just survive these challenges, but thrive, creating a life they truly love.
To support my clients achieving their dreams I combine my skills as a financial educator and broker with my practice as a business coach and consultant.
As a financial educator and broker, I dedicate my work to guiding individuals, families, and businesses toward financial clarity and freedom. Too often, people feel trapped by debt, are uncertain about the future, or are unaware of the opportunities available to them. I believe financial literacy should be accessible to everyone, which is why I provide expert guidance that allows my clients to focus on building their future — without added financial burden.
Together, we uncover ways to:
The work I do goes far beyond numbers — it’s about freedom, peace of mind, and the confidence to live life on your terms. Helping a family sleep better at night, seeing someone finally save for their child’s future, or giving a business owner the tools to protect and grow their wealth — this is why I do what I do.
Alongside my financial work, I bring my experience as a business coach and consultant, helping entrepreneurs build businesses that serve their lives — not the other way around. My goal is to ensure that both your finances and your business work for you, creating success that feels sustainable and fulfilling.
Ofri's guidance as a business coach has been nothing short of outstanding. Her wealth of knowledge and expertise has been a beacon during a challenging phase for our business. With skillful navigation through complexities, she provided the confidence and support pivotal for our growth. Her insights and strategic approach have been transformative, proving to be a game-changer for us. Ofri's commitment and deep understanding of business dynamics truly distinguish her, and we're incredibly grateful for her unwavering guidance.
Dan Troyer
Troyer Spices
Saint Marys
ON
Ofri is my diamond, a bright-light at the end of my business tunnel, always encouraging, quick to give accolades and FULL of common sense - Ofri makes smart, realistic decisions that will have you navigating the business world with the confidence of a seasoned veteran. Added bonus? Making the right decision the first time saves an absurd amount of time and money.
You’ll get a hard-working mentor with a lifetime of business experience all wrapped up in one - complete with the “no b.s.” - straight-up advice you need.
Bring her in early, and bring her in fast.
Ofri is calm, measured and full of real-life advice - she has that in spades after decades of building successful businesses from the ground up while facing catastrophic challenges. Ask her about them!
I had a list of things that went wrong this week and asked to postpone our meeting. She sensed I was overwhelmed and we “knocked it out of the park” in a 15-minute meeting, suggesting ways around my hurdles I hadn’t even considered.
Building a business from the bottom up is tough…but you’ve already got it in you.
Get HER to make you realize it. “
Dara Roberts, Legendairy, Vernon , BC
Dear Ofri, What a professional Lady you are, very good at what you do, I know I made the right choice when I chose you among others to help me navigate this business process. I am happy with you and thanks for all your help and suggestions. Very professional and timely, I couldn't have asked for more. Once again thank you!
Nneka, Hamilton, ON
Ofri is professional, understanding of my business and offers practical ideas to move it forward.
Lorne Ten Hove, Eco Pallets, AB
Not only is Ofri full of wisdom, but she is also passionate about business and would go above and beyond in coaching you on how to succeed. She wants to see you win and isn't all about the money she can get. It's been a pleasure working with her!
Esther Biya, Thera B Cleaning &Makeover, ON
I work with my clients — possibly YOU — to get crystal clear about their passions, inspirations, and dreams, and everything they put in the way of having all of it.
Whilst we put scaffolding around your dreams and bring them to life, we also work on you becoming the person who gets to have what YOU want.
At the heart of my work is my passion as a financial educator, helping individuals, families, and business owners navigate the often confusing financial world. I guide my clients to become financially confident and educated, so they can make empowered decisions that reduce stress, open doors to new opportunities, and support the life they truly want to live.
Whether it’s learning how to manage money effectively, minimize taxes, or grow wealth for the future, I believe that financial literacy is the foundation for freedom — and it’s a privilege to walk alongside my clients as they achieve it.
The starting point is a 1:1 discovery conversation. Unless we ‘click’ then, it is unlikely I am the coach for you. In this complimentary session, we get to know each other and explore what our working together would offer.
From there, the next step is to create a structure for our work together. Typically I work with clients weekly over a period of time to move from where they are now to create the results they want. No excuses.
I bring clarity, directness, insight, powerful reflection, experience and an unwavering commitment to achieving your goals. You can count on me to be as committed to (and even more committed to) you achieving your goals than you are.
When we work together, my goal is to make the complex world of finance simple and empowering. Most people were never taught how the financial system in Canada truly works—or how to make it work for them. That’s where our journey begins.
Our first step is education. I walk you through the fundamentals of money in Canada—how banks, taxes, investments, insurance, and interest really work—and what that means for your unique situation. This knowledge gives you the clarity and confidence to make informed decisions for your life, your family, or your business.
From there, we take what you’ve learned and apply it to your goals. Together, we explore strategies to:
Throughout our work together, I don’t just give advice — I walk alongside you. You gain not only strategies
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