Project: Personal Finance Training

After reading The Wealthy Barber Returns, I took my investments seriously. My financial advisor noticed and decided he wanted me on his team.

Project Highlights

McGill's Open Finance Course

When I heard McGill University was offering an open course to Canadians to teach personal finance essentials, I jumped at the opportunity, devouring it in just a few days.

Life Insurance Knowledge

My advisor’s training program started with studying for the Life License Qualification Program (LLQP).  It covered the three major kinds of life policies and just about everything else you can imagine about Canadian finance.

Investment Vehicle Knowledge

Part of my training included learning about asset types, rates of return, and investment vehicles like the TFSA and the RRSP account, giving me a foundation to understand the financial tools available to Canadians.

The Project Results

Ultimately, I decided that a 9-5 career in personal finance wasn’t the right fit for me at the time. I’m still fascinated by the subject and my advisor still wants me to join, but I think I’d rather teach others about personal finance as I continue to learn more about it instead of trying to sell financial products directly (for now, anyway).

Having said that, I’m still totally energized to learn more about finance and investments. I have my eye on the Canadian Securities Course, and I’m always on the lookout for new fintech companies entering the Canadian market, both out of personal interest and for my content strategy at aha insurance.

Check Out My Other Projects

Click on a project to learn more about it.

Employed Historian

Liberal arts grads are diving into job markets for which their education never them. I'm creating the roadmap and resources I wish I'd had when I took that first dive.

King's Promise

My own alma mater has put its money where its mouth is to equip graduates for employment after university. I was invited to serve on the alumni advisory committee and it's been a pleasure.

Personal Finance Training

My financial advisor loved my approach to personal finance, so he asked if I'd be interested in learning the ropes to join him in his business one day.  This was my chance to see how money really works.

aha insurance

I started as the SEO Specialist but have evolved into a Manager of SEO and Content Strategy, as well as the go-to copywriter and 

Webb Content

Webb Content is my freelance brand for integrated SEO and content strategy. I generate stable and recurring traffic for companies through data-driven content.

LMS Homes

Lisa entered a competitive real estate market in Guelph, Ontario. Naturally, we set out to blow the competition’s websites out of the water. We totally did.

Heritage London Foundation

Kicking off HLF's Centennial Week Celebration. I promoted a series of events that lasted for 5 weeks, monetizing its untapped donor list with sustainable email marketing.

Interesting Sh!t

Interesing S--t (INSH) needed to establish itself as a new media brand. I wrote posts earning 100,000 views and built a Facebook audience of 80,000,000 viewers.

Honeypot Marketing

I joined in the middle of a Black Friday sale that generated $70,000 for one client, then continued to grow into the team's Content Marketing Manager.

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Want to work together? Let's chat.

Feel free to send an email if you'd like to chat.

I love talking shop over a cup of coffee, even if you just want a second opinion on a marketing idea.

Coffee's on me.

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