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"Should I contribute to my mortgage or to my RRSP?"

"Am I invested appropriately?"

"When can I retire?"

"How should I pay off my debt?"

"Will I outlive my savings?"

Do you have financial goals that you are not sure you can achieve? Do you have a rough idea of how you are doing financially but can't really tell what you can afford? Do you ever wonder if you are limiting yourself for fear of running out of money?

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You are not alone. It's time to start living the life you want. Through personalized coaching and financial planning, you gain a clear understanding of your personal goals, what it takes to achieve them and how to make your finances work harder for you.

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TESTIMONIALS

Ana M.

"Claudia taught me that it is never too late to start financial planning. She encourages a sincere and honest conversation to build achievable goals from it. I started my advisory sessions with Claudia not knowing what I want and where to go, worsened by the fact that I was ashamed of my lack of interest in the topic.  I finished  these sessions with a doable and exciting plan for my retirement in few years!
I look forward to keep working with her to achieve these goals.  I recommend her to anybody that is looking for solid and professional advice in their financial planning/management."

ABOUT ME

Claudia Soler-1.jpg
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I am Certified for Advanced Financial Advice by the Canadian Securities Institute (CSI) and a Certified Professional Coach by the Institute for Professional Excellence in Coaching (iPEC).

 

After working for over 20 years at Procter & Gamble in different leadership positions, I was able to retire from corporate life at age 44. In addition to spending more time with my family, I enjoy supporting others with coaching and financial planning.

 

I started doing my own financial planning and investment at an early age and I quickly learned that knowing where I am and where I will be financially, gives much needed peace of mind to achieve one's goals.

 

I founded Bright Light with the goal of empowering others to live their best life on their own terms. By leveraging my experience as a Coach and Financial Advisor, I help others define and achieve their goals while ensuring their finances are working for them.  

 

If you are interested in making your best life happen without letting your finances get in the way, please book a free consultation to learn more about how I can help you. 

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