Financial Education & Thought Leadership Consulting

Helping financial institutions, fintechs and media brands create educational content, campaigns and thought leadership initiatives that educate, engage and build trust.

I help organizations simplify complex financial topics, develop stronger educational content strategies and create experiences that help audiences move from curiosity to understanding to confidence.

Let's Work Together

Financial education that connects with people

Financial information can be complicated.

Investment products, retirement planning, insurance, credit and other financial topics often come with terminology, technical details and important considerations that aren't always easy for the average person to understand.

That's where I come in.

I combine financial expertise, editorial experience, content strategy and storytelling to help organizations communicate financial topics in ways that are clear, credible and genuinely useful.

My approach considers both sides of the equation:

What does the audience need to understand?
What does the organization need to accomplish?

The goal is educational content that serves both.

How I can help

1. Financial Education Strategy

I help organizations develop the strategy and structure behind their financial education initiatives.

Services include:

Educational content strategy
Investor education initiatives
Content franchises
Messaging frameworks
Audience and content insights
Educational content roadmaps
Topic and format development

Ideal for: organizations building or expanding their financial education programs.

3. Thought Leadership & Branded Content

I help financial organizations turn expertise and ideas into compelling content that builds credibility with their audiences.

Projects can include:

Executive thought leadership
Bylined articles
Sponsored content
Research-backed storytelling
Content campaigns
Educational series

I bring an editorial lens to financial content, helping ensure that the message is both authoritative and accessible.

2. Educational Content Development

I create clear, engaging educational content that makes complex financial topics easier to understand.

Formats include:

Articles
Educational guides
Video scripts
Website content
Email content
Financial literacy resources
Learning materials

Content can be developed from an existing brief or shaped collaboratively with your team.

4. Speaking & Educational Programs

I work with organizations to bring financial topics to life through:

Keynotes
Workshops
Panels
Webinars
Investor Q&A sessions
Financial literacy initiatives
Employee financial wellness programs

View Speaking

Get in Touch

My Approach

Start with the audience.

Before creating content, I want to understand who we're trying to reach, what they already know and where they may be getting stuck.

Make complexity easier to understand.

Financial expertise doesn't have to mean complicated communication. I translate technical concepts into language that feels approachable without losing accuracy.

Connect education to the bigger picture.

Good educational content should have a purpose. I consider how each piece fits into the broader customer, investor or audience journey.

Create content people actually want to consume.

The format matters. An article might be the right answer. Other times, it could be a video, email series, guide, webinar or larger content franchise.

Why Work With Me?

My work sits at the intersection of finance, journalism, education and storytelling.

I bring:

Award-winning author of The Money Master
Certified Financial Education Instructor (CFEI)
TEDx speaker and keynote presenter
Forbes Advisor Canada Advisory Board Member and credit card expert
Managing Editor experience
Financial journalism and research experience
Experience creating financial education and content for financial institutions and consumer brands

I've worked with organizations including:

Canada Life • QuickBooks • HOOPP • CIBC • Scotiabank • EQ Bank • Neo Financial • Swissquote • Mastercard • RBC Insurance • Forbes Advisor Canada • Maclean's • MoneySense

Who I Work With

Financial Institutions

Banks, insurers, wealth management firms, pension organizations and investment companies.

Fintechs

Investment platforms, financial technology companies and consumer finance brands.

Media & Content Organizations

Publishers, content studios and organizations creating financial education and branded content.

Organizations with Financial Education Initiatives

Companies looking to improve financial literacy, investor education or employee financial wellness.

Let's Create Better Financial Education

Whether you're developing a new investor education initiative, looking for a thought leadership partner or need help turning a complex financial topic into compelling content, I'd love to hear what you're working on.