
Let’s improve your
financial health!
Hi! I’m Melanie Berteig.
I help you learn how to manage your money responsibly,
create a greater sense of financial security
and feel confident making investment decisions on your own
without the help of expensive financial advisors.
Do You Feel Like:
- You never seem to be able to save enough money
- Your debt is overwhelming and you don’t know how to pay it all off
- You don’t know how much you need to save for retirement
- You have dreams of a better life but aren’t quite sure how to get there
- You’re scared to try investing on your own without the help of a financial advisor
I Can Help You:
- Properly manage your money by establishing regular habits
- Build a Protection Plan to strengthen your financial security
- Know exactly how much money you need to save to reach your retirement goals
- Have a clear plan of action to reach your retirement goals and your financial dreams
- Confidently invest your money on your own
I teach a simple to follow 12-step process
for strengthening your financial health:
Step 1: Learn how to manage your monthly expenses
Step 2: Learn how to manage your debt
Step 3: Learn what resources are available to you in an emergency
Step 4: Learn how to calculate your net worth
Step 5: Learn how much income you really need
Step 6: Learn how long it will take to retire
Step 7: Learn how to eliminate debt
Step 8: Learn how to create financial security
Step 9: Learn how to start investing on your own
Step 10: Learn how to increase the returns on your investments
Step 11: Learn how to minimize the amount of tax you pay
Step 12: Learn how to build wealth

About Melanie Berteig
Melanie is a personal finance coach who helps Canadians manage their own money, increase their financial security, plan for retirement and make smart investment decisions for themselves.
Melanie has worked as a Chief Financial Officer for over 20 years, managing millions of dollars. Before becoming a CFO, Melanie learned how to manage her family’s finances after discovering they were over $100k in debt. Once she became debt free, she became passionate about helping others learn how to do the same.
As a CFO, Melanie has learned how to manage million dollar investment portfolios with double-digit returns. Melanie has spent over $100k learning how to manage and invest money from the world’s leading experts. Melanie then became passionate about helping others learn how to invest their own money with similar results.
Melanie has helped people who are just starting to learn how to manage their money and have never invested on their own before. Melanie has also helped sophisticated investors such as chartered accountants and high net worth individuals improve their money management habits and investment portfolios.
Melanie has helped many Canadians learn how to invest in private investments here in Canada (private credit, private REITs and private equity). Melanie helps people understand what types of investments are appropriate for their particular situation and to create a well-balanced, well-diversified Investment portfolio for their individual circumstances.

Dean
“Super clear and accessible.”

jie
“I love the way you write, authentic, sincere, and no fluffs, to the point. I felt the author very trustworthy in her expertise. It is a beautiful book.“

MOnique
“As a finance professional with over 30 years of experience, I know financial planning can feel overwhelming. This book is an invaluable resource for anyone ready to transform their financial future.”

Rob
“Melanie is a total all star investor and amazing human. Her book is an incredible gift and her guidance is priceless!“

Barbara
“A solid, structured approach to financial management.”
Let’s work together to achieve your financial goals.
Ready to take your financial health to the next level? Schedule a free consultation to find out how I can help you establish regular financial habits into your life, learn how to manage your finances responsibly, create a greater sense of financial security and feel confident making investment decisions on your own without the help of expensive financial advisors.