Fin$mart helps you get on the path to Financial Independence.
Throughout this journey, we promise to deliver our clients:
Clarity — Financial Awareness
Mastery — Financial Preparedness
Transformation — Financial Security & Peace-of-Mind
Our Mission & Vision
Fin$mart services are personalized to our client's unique needs and circumstances.
We use a values-centred, holistic approach to your personal finances.
Our Mission — to leave you feeling enlightened, energized and empowered in all aspects of your personal finances.
Our Vision — to inspire and motivate one million households to become Fin$mart – financially smart – so they can live their best life today and in the future.
Our Core Values
When we work with our clients, we promise to bring our best.
Our Core Values guide us on our journey together:
Valued Contribution —
empowerment, security and peace-of-mind
Instilling Resiliency —
weather the storm for blue sky opportunities
Being Real —
authentic, compassionate, and genuine
Sharing Joy —
the purpose of life