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Connect with Alison Setton,

Independent Wealth & Financial Educator

from Vancouver, Canada

Alison's Offers

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Let's Talk About Money, Wealth & Finances for 30 Minutes

Free


  • Over the phone
  • 30 minutes
  • 5 call(s) remaining this month

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Let's Talk About Money, Wealth & Finances Online with a Group of Strangers for 90 Minutes.

Free


  • Event
  • January 31, 2020
  • 90 minutes
  • 8 spots remaining

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Let's Dive Deep into your Finances for 1 Hour

Free


  • Online
  • 1 hour
  • Currently available

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Interested in Exploring a Career as a Financial Planner?

Free


  • Event
  • February 6, 2020
  • 90 minutes
  • Currently available

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Step 1: Career Map Consultation

$150 (CAD)


  • Online
  • 2 hours
  • 10 booking(s) remaining this month

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Step 2: Job Shadow Me for a Day

$150 (CAD)


  • In person
  • My office within Oakwyn Realty - 3195 Oak Street, Vancouver, BC
  • 2 booking(s) remaining this month

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Step 3: 10 x Field Training Sessions

$1,999 (CAD)


  • One time payment
  • 5 booking(s) remaining this month

Introduction

I am a(n):

Independent Wealth & Financial Educator

I am also a(n):

MBA | Licensed Insurance Agent | Mutual Fund Advisor | Investor | Former Engineer | Mother | Ironman Triathlete | Business Owner | Passionate Learner | Nature lover | Vegan | Neat Freak | Music Lover | Dog Owner & Lover

What I do:

I am here to help people talk about money, wealth and the strategic power of financial tools.

And I am also here to help aspiring entrepreneurs build a strong, stable and financial career teaching others how to talk to about money, wealth and the strategic power of financial tools.

Offer

My Offer:

I am here to:

> give more people an easier opportunity to talk about money, wealth, insurance and to ask the questions they have been afraid to ask out loud or to confidentially explore.

> train and educate aspiring financial career professionals who find themselves wanting to help people with their money, wealth and insurance mindset.

My ideal target audience:

Consumers: People who are curious about how to build and protect their wealth but don't want to be "sold" to.

Aspiring Future Financial Career Professional(s): People who are interested in building a business or becoming an agent helping people in the financial industry.

I can help you:

  • better understand how you are doing in terms of saving, spending, managing, investing, etc.
  • better understand where you are at and where you could be financially.
  • slowly start building and protecting your wealth.
  • start a career as a financial wealth building professional.
  • build the skills it takes to be a successful financial wealth building professional.

Feel free to also ask me about:

Industry trends, insights, observations & opinions

My salary, rates, income & benefits

My biggest challenges, successes, failures & lessons learned

What success means to me

How I got to where I am today

What it is like working for my company & why I chose to work there

Recommendations for anyone entering my career or industry

Recommended books, articles, blogs, conferences, tools, apps, etc.

Issues I care most about right now and why

My values, beliefs, philosophies and/or political views

About

Why you might want to connect with me:

> 140 happy clients and counting
> I am really good at helping women assess where they are and where they could be, financially
> I am SUPER easy to talk to (or so says my dog)
> I am a big believer in sharing the financial strategies and knowledge I have gained with others
> I believe that financial literacy is at the foundation of social sustainability.

A little bit about myself:

I'm a former Engineer, Queen's MBA Grad, and took the Canadian Securities Course before deciding to build a business in personal financial advising. Why leave Engineering, people ask me (all the time).
The truth is, I was frustrated that I didn't feel confident in making financial decisions, and felt like it was all a bit of a mystery. So, I rolled up my sleeves and jumped into the industry to "do it myself."

Professional work experiences:

Educational experiences:

Portfolio

Where else you can find and follow me online:

My Pick My Brain portfolio:

I want to give more women the opportunity to talk about money, wealth, insurance and to ask the questions they have been afraid to ask out loud, or to confidentially explore.


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