Purpose Driven Financial Planning
A Life Well-lived Is A Life Lived On Purpose
Lacking clarity with your finances?
Money issues stressing you out? Do you feel like there’s never enough? You work and pay bills, rinse and repeat but it feels like you’re going no where, are unable to accomplish your goals and are not quite sure if you will be okay in the future? We know what that feels like because we have been there before.
Money is a tool that should help us live the life we were called to live. Money in and of itself will not give us peace and personal satisfaction, it’s how we use it to live out our purpose.
We exist to inspire and empower you to live out Your Purpose one call, check-in, plan, review or conversation at a time.
We work with you through a series of fun exercises that will help you discover or reaffirm Your Purpose and what truly matters most to you.
We design a financial plan that puts your purpose at the center and aligns your money with your values & goals and the life that you desire.
You get the freedom and clarity to go out and live the life you were called to live without fear or worry. We empower you every step of the way.
What Our Clients Are Saying
"Seun is an intelligent, articulate, resourceful Financial Advisor. Seun's ability to work from concept to final output is one of many unique and valuable talents."
"Seun is intellectual, knowledgeable and current when it comes to Financial matters. Above all, he is personable and loves what he does, helping clients meet their financial goals and lay a firm foundation for their families."
"I cannot recommend Seun enough for the work he did with me on my personal financial planning. Through his advice I have pretty much achieved a number of short-term and medium-term objectives I laid out with him almost 2 years ago. I extremely highly recommend him and would always do so."
"Seun was patient with me and never condescending when I had questions that may have seemed very simple to the financial expert but complicated to someone like me."
"As a Financial Advisor Seun goes above and beyond to make sure that his clients receive prudent, sound and timely financial advice based on strategic and values driven decisions."
"We were very impressed when Seun not only came to our home, but took an in-depth look into our financial assets and helped us come up with a plan for debt-repayment and investment opportunities. "
"I think the most important thing for me is having someone who cares beyond having clients on his Rolodex; this is what I get every time I speak with him. Thank you Seun for coming into my life at the time you did."
"The impact his work has had and keeps having on the way i manage not only my finances, but also my current and future plans as a young individual, is beyond exceptional. "
Want To Learn The Secrets to Protecting Your Investments in Volatile Markets?
Stressed out Couple
Dominic and Esther are in their mid-to-late 30s. He is a successful engineer and she is a well-paid marketing consultant with an I.T. company in Toronto. They have been married for 12 years and have three children, ages 10, 7, and 5. As a working couple with three young children, they barely have time to evaluate their finances. They have very ambitious goals but have never found the time to map out how they will attain them…
Single Working Mom
Glenda is a working mother of two boys in her early 40s. As Nurse Practitioner, she earned a healthy salary that she was quite proud of. A few years ago, she met with a financial advisor in an attempt to make sure that she was on track financially. The advisor she met with convinced her to take out an investment loan to get a tax write-off. Glenda’s investment portfolio wasn’t doing well and due to the state of the market…
Tony is a young professional who has worked his way up the corporate ladder over the last 11 years. He now earns a six-figure salary and for the first time in his life, he feels that he can really start planning for his future. Tony bought a condo in Richmond Hill a few years ago, and also has some small investments but “nothing substantial”. He would love to invest in more properties…
Medical Professional/Business Owner
Stanley is a busy Obstetrician/Gynecologist who, over the years, has accumulated sizable capital within his corporation. He is beginning to think about retirement and estimates that in another 15 years he would really like to slow things down. He would also like to move some money out of his corporation…
From The Blog
God, Man & Mammon: The Supply Paradox
The world tells us to focus our energies on seeking the things we need. Jesus tells us to focus on His Kingdom and doing well in it. But what will happen if we don't prioritize our needs? […]
Does More Money Equal More Happiness?
"Indeed money is necessary for daily living, but it cannot bring us happiness (or true joy), and neither should its absence make us sad or joyless. In other words, more money does not equal happiness and less money does not equal sadness." […]
From The Podcast
My conversation with CPA Joel Nicoloff evolves as we dive into the principles of economics, how value is determined, minimum wage and why it rarely solves the problem it is intended to solve and other random thoughts. Enjoy.
There are 6 steps to the wealth transfer process. on this episode we cover the tools and techniques to successfully and effectively transfer your wealth.
Armed with a Psychology Degree from York University, Toronto, I made every preparation for the LSATS and had every intention of becoming a Lawyer. And then… something happened. Somewhere amidst all the studying and Law fever, I caught the Finance bug, and quite fiercely!
I then worked at various companies in the Finance industry and money matters became a very real passion for me, especially helping people to make wise financial decisions, building wealth, and protecting their assets.
Which brings me to today and why I focus my life’s passion on being an anchor for lawyers in navigating the world of money and finances while you’re busy “saving the world”, one case at a time. You love what you do, you only wish there was a more time in a day and more money to meet all the demands you face while staying ahead of the curve. Managing money was not a topic anyone ever taught you, not in high school, not in the University nor in Law school.
The crazy hours and money spent in advancing your career, the toll that it can take on your personal and sometimes professional life, the hefty loans that you may have taken just to get your footing in the industry and how to pay it all back – my desire is to support you through all of that. This is what I call Purpose-Driven Planning™ For What Really Matters To You.
Basketball, Raptors fanatic for almost two decades. We the North!
Suits. Need I say more?
Currently enjoying the sounds of
Elevation Worship, music that transports you to the throne of God
Favorite past time
curled up binge watching TV shows or reading a book
My dad, John Piper, Dave Ramsey (in that order)
Sky Diving, learn to play golf, travel to Paris with my wife.
Tough Times Never Last, Start with Why, Rich Dad, Poor Dad
Mcdonalds, lol I know, call me cheap. It was totally impromptu
120 - 2005 Sheppard Ave. East, Toronto, Ontario M2J 5B4
19 Sprucedale Way, Whitby ON L1N 9T8