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Goal setting, cash flow management, savings, home ownership, family planning, debt management

Developing new financial habits to ensure you are on track to reach all your life goals and how to best prepare financially for life transitions

Upcoming Money Management Workshops



TIME: 7:00PM - 8:30PM


Should I own a home, rent or invest my money in the stock market?

Understanding the Investment Market

Assessment of your current investments - are you paying too much in fees? Are they invested tax-efficiently? Is your asset mix appropriate for your goals? 

Budgeting with unstable cash flow, tax planning, HST/GST, Ownership structure - sole proprietor vs. partnership vs. incorporation, obtaining capital - loans, grants, business credit cards, etc.

Money Management Workshops

I am the owner of a Financial Life Planning Firm. As a Financial Life Planner, my responsibility is to help you make sense of your finances and to ensure you reach various financial and life goals that are unique to you. I am not here to judge, but to listen, understand, and help. Think of me as your financial doctor, someone who knows your complete financial history. My goal is to ensure you have a healthy financial life, to find solutions to problems, but also to look forward in preventing costly mistakes and identifying opportunities to build your wealth.​ More About Stacey He Here.


DATE: WEDNESDAY February 15th, 2017 

TIME: 7:00PM - 8:30PM


Personal tax preparation,   tax minimization strategies, planning around a severance, bonus,  EI/Mat Leave 


 Life Planning

What is Financial Life Planning

Financial Planning Expertise



  1. The basics of owning a property in Toronto - how to determine how much house you can afford
  2. Understanding the current housing market in Toronto and the new mortgage rules - and how does it affect you?
  3. Is an investment property in Toronto and surrounding areas a good idea?
  4.  Should I save to buy a property or invest in the stock market? Is renting a good or bad idea?




  1. Understanding the investment market  - what are the different types of investments available? Should you invest in stocks, mutual funds, index funds, bonds, or ETFS? Understanding what they are and how they fit in your investment portfolio
  2. How to create an investment portfolio based on your unique financial and life goals
  3. How to avoid costly mistakes when it comes to investing - understanding what investment risk is and how to evaluate whether your investments are too risky or conservative
  4. Understanding your investment fees - are you over paying in investment fees without knowing it? How to keep your investment fees low

Stacey He

Tax Planning

Knowing how to manage our money is one of the most important life skills we can acquire in life. Yet many of us are not confident with the financial decisions we are making. Hence I became an advocate for financial literacy and education. I created these money management workshops in order to help others avoid costly financial mistakes and to teach others how to develop good financial habits in order to live a successful financial life. 

Go to Upcoming Money Management Workshops Page to view all upcoming workshops. 


and I'm a Financial Life Planner. My mission is to inspire you to take charge of your money and become confident with your financial future.



TIME: 7:00PM - 8:30PM


Money Management for Young Professional Women - Taking Control of Your Personal Finances

About Me



Figuring our if you have enough to retire on, what you need at retirement, how to much an when to start saving for retirement, how much the government will provide and how to maximize retirement income


You are busy building your careers and carving out a niche in the world. You find yourself beginning ot think about how to best save and invest your hard-earned money. But the world of investmenting can be daunting and confusing - filled with choices and decisions to make. How do you know if you are making the right decisions when it comes to investing your money?
Join us in this workshop to get clarity about investing and how to avoid costly pitfalls and mistakes when it comes to your money. Make managing your personal finances a priority of your life!


​You are busy building your careers, starting families and carving out a niche in the world, but have you taken the time to make sure all your hard-earned money is well managed and working hard for you? Get proactive with your money and increase your financial knowledge by attending this workshop and become confident with all your financial decisions. 

Do you have a pressing financial question? Ask below and Stacey will get back to you with an answer!

Retirement Planning

Investment Planning

Finances touch just about every aspect of your life. Your personal life and your financial life are not separate. The financial planning process includes gathering your financial information and understanding your unique financial goals; I will provide a review of your current financial situation. Through this process, a comprehensive personal financial plan will be designed for you and your family that will address the 6 pillars of financial planning. 

I will present ideas and strategies to help you build your wealth and increase net worth over time. I will also work with you to identify potential risks/threats to your financial plan and to help you implement recommended strategies. We will be reviewing and revising strategies on a periodic basis to ensure your financial plan is on track and your financial and life goals are met.



  1. Avoiding costly financial mistakes - Common mistakes young professionals make with their money
  2. Saving and investing - How to best allocate my money between short and long-term savings. How much and where do I invest? What is the best balance between paying down debt and saving
  3. Life planning - Developing new financial habits to ensure you are on track to reach all your life goals and how to best prepare financially for life transitions

Financial Planning