The Nurse Business: Risk Management Consultation
Receive compassionate financial consultation from a nurse dedicated to your well-being. With an altruistic approach, we guide you through income protection and estate planning, ensuring your financial security supports a healthier, brighter future for you and your loved ones solely based off a needs analysis.
Nurses won't provide Insurance & financial products you don't need—we educate, simplify, and aren't motivated by profit margins. We're motivated by your families protection & health.
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From One Nurse to Another: Let’s Talk About Protecting Your Future
As nurses, we know how quickly life can change—one diagnosis, one emergency, one unexpected event. That’s why I’ve made it my mission to help fellow healthcare professionals and families build financial safety nets with the same care and integrity we bring to the bedside.
This isn’t about selling you something. It’s about making sure you have options, clarity, and peace of mind.
Tax Strategies to help families save money during tough economic times
No jargon. Just honest, nurse-to-nurse guidance on how to keep more of your hard-earned income and plan wisely.
Estate Planning & Insurance Protection To keep Your Family Safe
"Estate planning is about making thoughtful decisions now to protect your loved ones later. We help you organize your assets, wishes, and legacy—"
Investments - TFSA's, RRSP's, Segregated Funds, Annuities.
"Simple, nurse-friendly guidance on growing your money with TFSAs, RRSPs, seg funds, and annuities—secure your future without the overwhelm."
The Reputable Companies We Work With
More Diversity Means More Options For You!
"Diversity in financial products is beneficial because no one-size-fits-all solution exists. Just like every patient has unique health needs, every person has different financial goals, risks, and timelines. A diverse mix of products — like insurance, savings tools, and investment options — allows you to build a flexible, balanced plan that adapts to life’s changes and protects you from uncertainty."
All financial services and products offered through this business are provided under the umbrella of World Financial Group (WFG). As a licensed brokerage agent operating within WFG, all guidance, recommendations, and offerings comply with WFG’s policies, approved provider list, and regulatory standards. This business operates in alignment with WFG’s mission to provide access to diverse, reputable financial solutions while maintaining full compliance with industry and company guidelines.
Financial Products & Terms We Hear, But No One Has Really Broken Down For Us.
Upcoming Webinar
July 12th, 2025 3565 Nashua Drive, Mississauga, Ontario (In person)Zoom (If unable to make in-person)
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Seconds🌿 My Approach
I take a holistic view of financial wellness. Just like we assess the whole patient, I look at your full picture—your goals, your lifestyle, and your values. I’ll help you choose what fits you, not what fills a quota. No pressure, no upselling, just information and support.
The Social Determinants Of Health Taught Us That Finances Have a Direct Impact On The Quality Of Our Health
It means that things like income, savings, debt, and financial stress aren’t just money issues — they’re health issues. When people can’t afford nutritious food, safe housing, medications, or mental health support, their well-being suffers. Financial insecurity is linked to higher rates of chronic illness, anxiety, depression, and even hospital admissions.
As nurses, we see this every day. Patients delay care, skip meds, or live in high-stress environments because they’re financially overwhelmed. That’s why financial wellness is healthcare too. When someone has access to financial education, proper insurance, and a plan for the future, their stress decreases, their options increase, and their health outcomes improve.
So whether it’s helping a fellow nurse feel confident about their retirement or guiding a family through insurance basics—this work matters. It’s a continuation of care, just through a different lens.
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"I used to feel completely lost when it came to anything financial—investments, insurance, you name it. UL policies sounded like a foreign language to me. But working with another nurse who actually understands our world made all the difference. He broke everything down in plain, non-judgmental language, and helped me build a plan that makes sense for my life, & future kids. I finally feel in control of my money instead of avoiding it. I only wish I had started sooner with how the economy is going."
-🩺 Testimonial from Nurse Cara Zhang, RPN (Yee-Hong Long Term Care) -
Done By Nurses Who Care About Your Families Health & Safety.
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