Financial Confidence

Build a solid financial roadmap that will allow you to set goals and empower you to make decisions- ones that are day-to-day and one that are life-changing.

Financial Fulfillment

Stop solely focusing on dollar signs and truly understand what prosperity feels like.

Financial Growth

Develop strategies on how to actually grow wealth that work for YOU.

Discover your financial true north

Where Mary’s investment expertise has been featured

Financial Anxiety Limits the Life you Deserve

41% of Canadians

Rank money as their greatest stress.

51% of Canadians

Are embarrassed about lacking control over their financial situation.

83% of Canadians

Have at least one financial regret, wishing they had saved and invested more money 
at the top of the list.

The Emotional Archetypes of Money

Your relationship to money is complex and in constant flux, generating a variety of emotions; some are good, but many can become toxic.

The 4 Emotional Archetypes of Money help you identify what you are feeling and resolve internal conflict.

Imagine being able to say…

“I have enough.”
“I feel confident in my financial choices”
“I have saved enough for retirement and world travel”
“My family legacy feels secure”

The problem?
You, simply can’t.

Financial anxiety attacks your daily mindset. It tells you that you aren’t being financially wise, that you have no idea what you are doing, and that you are wasting precious resources.

Financial anxiety isn’t picky. It’s an issue for everyone and can come from a place of scarcity or abundance.

Financial anxiety always seems to hit you when you feel most vulnerable. You begin to pay more attention to your finances than to your health, your relationships, and your career.

51% of Canadians

Are embarrassed about lacking control over their financial situation.

83% Canadians

Have at least one financial regret, wishing they had saved and invested more money at the top of the list.

Discover your financial true north
and make it your personal journey

Identify

Identify your emotional archetype & financial goals

Nothing is more critical than assessing the root of your current emotional relationship with money and how it is impacting your most important financial goals.

Understand

Understand your relationship with money.

Learn and grow from your past relationship with your finances. Develop your strategy from a plan customized for you.

Overcome

Reach financial empowerment

Financial anxiety becomes a thing of the past. You are confidently accessing and utilizing the tools necessary to implement the steps to achieving your personalized financial plan.

Request Complimentary Consultation Call

Work with Mary 
to Reduce Anxiety 
and Build Wealth

Financial services

Mary offers full-service financial advising

Meet me at the office

Speaking

Mary speaks to organizations on the emotional dynamics that can derail the investment process.

A leading authority on overcoming financial anxiety, Mary has been featured in The Globe and Mail and the Financial Post and on CTV and CBC Radio.

REQUEST MARY FOR YOUR EVENT

The Black Belt Investor

As a practicing black belt in karate, Mary understands how honesty and accountability play a major role in all aspects of your life.

In this book, she walks you through the practices that will help you let go of bad habits and destructive emotions and create a healthy relationship with your money.

Buy now
  • “To earn a black belt in karate, you must have discipline, focus and grit. The money manager behind The Black Belt Investor is just as inspiring as any karate fighter. It was a true pleasure for me to read this jewel of a book and rediscover its author, who preaches by example. I would highly recommend making this book available to young people, especially young women, so that they can learn early how to anticipate, plan and develop a healthy relationship with money in order to have a truly ‘rich’ life.”

    Suzie Mondésir
  • “I wish that I had read this book 30 years ago. So many lessons I had to learn the hard way. Loved the discipline of karate mirroring the discipline we need in our every day life with finances. Wealthness indeed. Good work…excellent read. Looking forward to the sequel.”

    Bill Hemens

A 3-Step
Process

Step 1

Request a complimentary consultation call

During this call we will holistically assess your needs, your obstacles, and your goals.

Step 2

Discover your fit with Mary

At the initial meeting we will: Commit to working together. Build, follow and monitor a plan.

Step 3

Experience freedom in your finances

Release the hold that financial anxiety has on your life and begin to live fully in the freedom of financial prosperity and peace.

Work with Mary

Meet Mary

Mary Hagerman is an expert wealth advisor and leading authority in overcoming financial anxiety. She has been featured in The Globe and Mail and the Financial Post and on CTV and CBC Radio.

Read more