Who we are

The Strategist Behind the Peace

With a career rooted in banking and operational optimization at firms like Royal Bank of Scotland, Scotiabank and Accenture, I spent years mastering the mechanics of efficiency and growth. As a seasoned consultant, my expertise lies in finding the "signal in the noise," a skill I now dedicate to your personal financial landscape. I founded PlanWithDédà to help families, young professionals, and business owners move past the "overwhelm" by organizing the complexity of their wealth into a clear, actionable roadmap toward a state of financial calm.

Why Plan with Dédà?

Because you deserve a partner who values precision as much as peace. I view your finances as an ecosystem where every piece must work together. My goal is to give you the clarity to make informed decisions today so you can walk into tomorrow with total confidence. Beyond our core financial planning services, we offer specialized financial wellness services (financial literacy, wellness workshops, and training). We don't just provide products; we provide the education and advocacy needed to ensure your family is shielded, your future is secure, and your legacy is lasting.

A Strategy Built for Calm

We silence the noise by applying a rigorous, 3-Pillar Framework designed to organize the complexity of your wealth into a clear, actionable roadmap:

  • The Foundation (Secure | Guard | Shield): We protect before we build, focusing on Life, Accident, and Sickness coverage to anchor your plan.

  • The Growth (Build | Grow | Plan): We turn to high-efficiency accumulation, optimizing TFSA, FHSA, RESP, RSDP and RRSP strategies to ensure your capital works as hard as you do.

  • The Legacy (Legacy | Future | Lasting): We coordinate LIRA/Pension management and Estate Planning to ensure your impact is lasting and your wealth transitions seamlessly.

Let’s build your strategy for calm!

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!