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Licensed Financial Advisor & Coach · Canada

Secure Your Future.
Build Wealth.
Live with Confidence.

I help Canadians take control of their financial lives — from smart investment strategies to personalized coaching — with clarity, honesty, and a plan that actually fits your life.

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Roli Meggison, Licensed Financial Advisor and Coach
LicensedFinanceCoach

About Me

Hi, I'm Roli Meggison

As a Licensed Financial Advisor and Coach based in Canada, I'm passionate about making financial planning accessible, understandable, and effective for every Canadian — regardless of where you're starting from.

My approach is personal. I take the time to understand your unique goals, your lifestyle, and your dreams — then build a strategy that actually fits your life. No cookie-cutter plans. No confusing jargon. Just clear, honest guidance you can act on.

Whether you're just starting to invest, planning for retirement, or protecting what you've already built, I'm here to guide you every step of the way.

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Licensed Financial Advisor — Canada
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Serving clients across Canada
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Fiduciary commitment to your best interests
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Personalized strategies, not generic plans

What I Offer

Services Designed
Around Your Goals

Every financial journey is different. Here's how I help Canadians build, protect, and grow their wealth.

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Investment Planning

Smart, diversified investment strategies tailored to your risk tolerance and long-term goals — from TFSAs and RRSPs to non-registered accounts.

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Retirement Planning

Build a retirement plan that gives you the freedom to live life on your terms — with clear milestones and a roadmap to get there.

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Insurance & Protection

Protect your family, your income, and your assets with the right coverage — life, disability, critical illness, and more.

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Financial Planning

A comprehensive review of your full financial picture — budgeting, debt management, savings, and a plan to reach your personal milestones.

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Estate Planning

Ensure your wealth is protected and passed on according to your wishes — with strategies to minimize tax and maximize what you leave behind.

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Finance Coaching

One-on-one coaching to build the financial habits, mindset, and knowledge you need to take lasting control of your money and your future.

Work With Me

Programs Built
for Real Results

Choose the format that works best for you — from private coaching to group learning. Every program is designed to give you practical tools you can use right away.

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1-on-1 Coaching Sessions

Private, personalized sessions focused entirely on your goals. We'll work through your financial situation together and build a clear, actionable plan tailored to you.

Most Popular
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Group Workshops

Small-group sessions covering key financial topics — from budgeting basics to investment fundamentals — in a collaborative, supportive environment.

Community Learning
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Seminars

Engaging, in-depth seminars on topics like Canadian tax planning, building wealth as a newcomer, or planning for retirement. Available in-person and virtually.

Live Events
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Digital Resources

Guides, checklists, and self-paced tools to help you learn at your own speed — perfect for building your financial knowledge on your own time.

Learn at Your Pace
Find the Right Program for You →

Free Tools & Resources

Your Financial
Resource Library

Everything you need to get clarity on your money — free calculators, guides, and tools. Click any card to jump straight to it.

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Financial Blind Spot Scorecard

12 questions to reveal where your money might be leaking.
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Investment Growth Calculator

See how your money compounds over time.
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Time Value of Money Calculator

See what inflation does to your purchasing power.
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FHSA Guide

How the First Home Savings Account works.
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Canadian Financial Starter Guide

Your first steps to financial clarity in Canada.
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Simple Budget Template

An easy monthly income & expense tracker.
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5-Day Cash Flow Rescue Kit

Find your money leaks and fix them in 5 days.
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Want Everything At Once?

Enter your email once to unlock links to all 7 free tools and resources above.

🔒 No spam, ever. Unsubscribe anytime.

Free Interactive Tool

Are You Accidentally Sabotaging
Your Financial Future?

Take the 2-minute Financial Blind Spot Scorecard and discover exactly where your money might be leaking — and what to do about it.

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The Financial Blind Spot Scorecard

12 quick questions across 4 key areas of your financial life: emergency fund, life insurance, investments, and debt. Answer honestly — there are no wrong answers, only blind spots waiting to be found.

⏱️ Takes about 2 minutes

Free Interactive Tool

Investment Portfolio
Growth Calculator

See how your money grows over time using compound interest — combining a lump-sum deposit with regular monthly contributions.

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Unlock the Investment Calculator

Enter your email for instant free access to this tool.

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Free Interactive Tool

Time Value of Money
Calculator

See what today's money will really be worth in the future, once inflation quietly erodes its purchasing power.

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Unlock the Time Value Calculator

Enter your email for instant free access to this tool.

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Free Resource

The FHSA Guide

Canada's best-kept secret for first-time home buyers — how the First Home Savings Account works, step by step.

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Get Instant Access

Enter your email to receive the free FHSA Guide (PDF).

🔒 No spam, ever. Unsubscribe anytime.

Free Resource

Canadian Financial
Starter Guide

Practical steps to take control of your money, understand your Canadian accounts, and start building wealth with confidence.

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Get Instant Access

Enter your email to receive the free Starter Guide (PDF).

🔒 No spam, ever. Unsubscribe anytime.

Free Resource

Simple Monthly
Budget Template

A clean, easy-to-use Google Sheet to track your income and expenses every month — no formulas to set up, just fill it in.

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Get Instant Access

Enter your email to receive your own copy of the Budget Template.

🔒 No spam, ever. Unsubscribe anytime.

Free Resource

5-Day Cash Flow
Rescue Kit

A 3-part interactive Google Sheet: your Money Map budget tracker, a Stop the Leak checklist, and a 5-day action plan.

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Get Instant Access

Enter your email to receive your own copy of the Cash Flow Rescue Kit.

🔒 No spam, ever. Unsubscribe anytime.

Free Resource

Get Your Free
Canadian Financial Starter Guide

Not sure where to begin? Download my free guide — packed with practical steps to take control of your money, understand your Canadian accounts, and start building wealth with confidence.

🔒 No spam, ever. Unsubscribe anytime.

✓Understand TFSAs, RRSPs & more
✓Build a simple budget that works
✓Start investing with confidence

Why Choose Me

The Roli Finance Coach
Difference

I believe every Canadian deserves financial advice that's clear, honest, and built around them — not products or commissions.

01

You Come First

My fiduciary commitment means your best interests always guide every recommendation I make.

02

Clarity Over Jargon

I explain complex financial concepts in plain language so you always understand your options.

03

Plans Built for Real Life

No templates. Your strategy reflects your unique goals, timeline, and circumstances.

04

Long-Term Relationship

I'm not here for a one-time transaction — I'm a partner in your financial journey for the long haul.

Insights & Tips

The Finance Coach Blog

Practical financial insights for Canadians — from smart money habits to investment strategies.

Investing Basics

TFSA vs RRSP: Which One Is Right for You?

Understanding the difference between these two accounts is one of the most important steps in your Canadian financial journey.

5 min read
Budgeting

5 Money Habits That Will Change Your Financial Life

Small, consistent habits compound over time. Here are five simple shifts that can have a big impact on your financial future.

5 min read
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More posts on the way

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Let's Connect

Ready to Take Control
of Your Financial Future?

Book a free, no-obligation consultation and let's talk about where you are today and where you want to be. There's no pressure — just an honest conversation about your financial goals.

📍Canada
📧rolifinancecoach@gmail.com
📅Free 30-minute consultations available

💬 Have a quick question? Use the chat button in the bottom-right corner — my AI assistant is available 24/7.

🔒 Your information is 100% private and never shared.

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Roli's AI Assistant Ask me anything about our services
👋 Hi! I'm Roli Finance Coach's AI assistant. I can answer questions about services, coaching programs, how to book a consultation, or what to expect when working with Roli. What would you like to know?