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About Me
Life can get pretty overwhelming,
especially when it comes to sorting out your finances
to reach your goals.
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But don't worry—
I'm here to help lighten the load off your shoulders.
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Crafting a solid financial plan shouldn't be rocket science,
and it shouldn't cramp your style either.
​
As a practical and upbeat professional,
I always put my clients' needs first.
My focus is on providing practical solutions
that work for you.
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I believe in keeping things positive,
forming partnerships that make sense,
and achieving real results.
Welcome to My Wealthy Quest—
where we're on a mission to guide you
on your journey to financial security,
so you can stop stressing about wealth and start living it.
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Sound good? Let's chat.
Reach out today for your initial consultation.
Hey there! 👋 I'm Maria, but some call me Cel.
I've been helping fellow Canadians with their finances for over 12 years.
With my Professional Financial Advisor (PFA) designation,
I’m committed to providing top-notch guidance
tailored to each person’s needs.
Before I stepped into the world of finance, I spent time in the transportation industry. That experience gave me a firsthand look at the unique
financial challenges professionals in that field face,
and now it's my mission to help them navigate their finances with confidence.
Recently, I was thrilled to be ranked #5 on MSN’s list of the
Top 10 Financial Advisors to Watch in 2024! 🌟
I was also a guest on the Discovery Series Podcast by Desjardins,
Canada’s #5 insurance company,
where I shared my insights on financial empowerment and business success.
You can listen to the episode here.
At our agency, I serve as the Learning and Development Director,
helping my colleagues hone their skills,
stay compliant and grow through ongoing education.
You may have also seen me speaking at events like the
Building Blocks for Success, hosted by the Advocis Vancouver Chapter,
where I shared insights with over 200 advisors.
I've been featured in media outlets like YahooFinance, Bloomberg,
and more, showcasing my dedication to financial advisory and coaching.
When I’m not working, I spend most of my time with my 15-year-old daughter, Geri Maya, who has Down syndrome.
We share a love of music, and I’m a big fan of singing and
playing the piano. Music runs deep in our lives!
I also love dancing and do hip-hop dancing every day as my workout—
it’s one of the best parts of my day. I’m passionate about reading,
listening to podcasts, and watching YouTube videos, mostly on spirituality, self-empowerment, and personality development.
Oh! My all-time favorite show is Friends, and right now,
I’m hooked on Only Murders in the Building.
What truly sets me apart? Beyond my work, I’m deeply involved in the community, volunteering my time to conduct Masterclasses on
Financial Literacy and Self-Empowerment.
I’m passionate about helping people like you turn dreams into reality.
Ready to take control of your financial future? Let’s chat! 🚀
My Background
Who I Help
I believe that professional women are trying to do it all—giving their best at work, taking care of their families, and often putting everyone else’s needs
before their own.
Because of this, their financial goals can end up on the back burner, leaving them feeling overwhelmed and unsure of how to grow or protect their money.
Why Women Professionals
I chose to help them because I’ve been there myself.
As a professional woman, I’ve struggled with trying to balance work, family, and everything in between. I know what it’s like to put everyone else first and feel like there’s no time or energy left for yourself—let alone your finances.
I’ve seen how this can lead to missed opportunities to build wealth or protect what you’ve worked so hard for. That’s why I’m passionate about helping women in this position.
How I Do It
I’ve developed the 'Moving UP Strategy,' which is designed to help professional women take control of their finances while making space for balance and self-care.
This approach focuses on guiding them to grow and protect their money through simple, actionable steps that align with their unique
needs and goals.
Money likes movement, and
his strategy helps them move up—
not just financially, but in their confidence and overall peace of mind.
Alongside this, I’ve created a personalized coaching experience to provide the support they need to navigate their financial journey with clarity and ease.
What's in It for You
I focus on women who need a heart-centered coach—someone who
truly understands the challenge of
doing it all and still trying to
prioritize their own goals.
I’m in the same situation—
balancing work, family, and
personal goals while trying to
build financial security.
Unlike traditional financial advisors,
I focus on creating a safe, supportive environment where they can talk openly about their
challenges and dreams.
Many of them end up turning to finfluencers or trying DIY strategies, which might not always work in
their best interest.
I provide personalized guidance that’s practical and easy to follow, helping them make better financial decisions without all the guesswork.
My goal is to help them simplify their finances and provide financial CLARITY, CONFIDENCE & CONTROL, all while fitting the process into
their busy lives.
How can a financial coach help you?
No matter where you are in life,
I'm here to support you in
building, growing, and protecting
your financial future.
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Whether you're starting a family, buying a home, advancing your career, growing your business, prioritizing your health,
or planning for retirement,
I ensure you have the
financial security and peace of mind you deserve.
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My aim is simple:
to ensure your money works for you at every stage of life.
Let's work together to achieve your financial goals and
secure your future.