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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.
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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 or Cel.
I've been helping fellow Canadians
with their finances for over 12 years.
With my Professional Financial Advisor (PFA) designation under my belt,
I'm all about providing top-notch guidance
to every single person I work with.
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Before I dove into the world of finance,
I spent some time in the transportation industry.
That experience opened my eyes to the everyday financial challenges that folks in that field face.
Now, it's my mission to help them
navigate their finances like a pro.
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Oh, and guess what?
I was honored to be ranked #5 on MSN's list of the
Top 10 Financial Advisors to watch in 2024! 🌟
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At E. Espiritu Financial, where I serve as the
Learning and Development Director,
I've helped my colleagues level up their skills,
stay compliant, and stay on top of their game
with ongoing education.
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You might've caught me speaking at the
Building Blocks for Success event hosted by
Advocis Vancouver Chapter,
where I shared insights with 200 fellow advisors.
And hey, I've been featured in major media outlets like YahooFinance, Bloomberg, and more,
showcasing my passion
for financial advisory and coaching.
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But what truly sets me apart?
don't just stop at work—I'm out there in the community, volunteering my time to conduct Masterclasses on Financial Literacy and Self-Empowerment.
I'm all 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'm here for individuals, families, and businesses within the transportation industry, empowering them to achieve their financial goals. Together, we craft a practical roadmap to bridge the gap between where they are and where they want to go financially.
How I Do It
I employ my Moving UP Strategy,
working closely with my clients to understand their goals and financial needs. Together, we develop a personalized plan that ensures they have the income they need now, later, or at any stage in their life,
so they never have to worry about running out of money. My approach combines professionalism with flexibility, prioritizing my clients' interests above all else.
What's in It for You
My ultimate satisfaction stems from witnessing my clients' financial prosperity.
I approach my work with a blend of professionalism and adaptability, ensuring that the plans I design are tailored to
benefit your interests, not mine.
When you succeed, I succeed.
I'm committed to crafting strategies that align with your needs and goals.
Your QUEST for WEALTH ends here.
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.