Just think of us as your financial unicorns…..
People are frustrated. The advice you’re getting from advisors who hold your assets is not necessarily unbiased. However, fees paid for financial plans from fee-only financial planners can be very expensive. There is not a lot of middle ground for everyday people… until now.
Here at the New School of FinanceTM , we are an affordable, unbiased advice-only financial planning and financial coaching firm. We are crazy PASSIONATE about financial literacy and unbiased financial planning advice!
Check out the testimonials and see for yourself!
Shannon Lee Simmons, Faculty of Financial Awesomeness
Shannon is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM), media personality, author and founder of the New School of FinanceTM.
Simmons is widely recognized as a trailblazer in the Canadian financial planning industry. She won the Wealth Professional Award for Innovation in 2018, the Notable Award for Best In Finance and New School of Finance won the 2016 Wealth Professional Award for Digital Innovation. Her two bestselling books are Worry-Free Money and Living Debt-Free. She is a regular financial expert in the media and is a contributor for the Globe and Mail and is a personal finance columnist for CBC’s Metro Morning and a financial expert on The Marilyn Denis Show.
Shannon has put a dollop of red nail polish on the top right of EVERY SINGLE calculator she’s ever had since high school…… why? We aren’t sure, and neither is she.
Liz Schieck, Faculty of Financial Awesomeness
Elisabeth (Liz) Schieck is a Certified Financial Planner (CFP), Ontario Certified Teacher (OCT), media personality and financial literacy advocate. As a public speaker she has travelled across Canada speaking about all kinds of financial issues – everything from freelancing to investing to retirement planning to basic budgeting. Liz specializes in household and small business financial planning as well as retirement and disability planning. She loves helping people figure out all the messy money stuff to make their big goals happen.
Liz is also astonishingly good at predicting TV plot lines and has a deep and abiding love for melodramas and primetime soaps. So if you want to philosophize about Julie Cooper or Kelly Taylor, she’s your gal!
Kathleen Daunt, Faculty of Financial Awesomeness
Kathleen loves working on the front-lines of financial planning and has for several years at one of the major banks in Canada. She is a Registered Financial and Retirement Advisor (RFRA). She has successfully completed the Canadian Securities Course (CSC) and is currently enrolled in the CFP program.
Neha Kohli, CPA & CA, Faculty of Tax Awesomeness
Neha is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), comedian (improviser and stand up comic), actress, and resident Tax Queen at New School. Neha loves translating tax-english to regular-people-english for her clients to make things less TAX-ing for her clients during tax time (she also loves bad tax puns).
Check out this video of Neha talking about Mexican food and taxes! But… yes, she DOES want to do your taxes.
Colleen Auriemma, Faculty of Client Services
Colleen heads up our client service department. She was the first employee at New School of Finance (no big deal!!!!). Not only did she drink the New School Kool-Aid, she helped make it. She is the glue that holds our New School team and operations together. We would be lost without her.
Colleen used to be a professional ballet dancer (her posture is outstanding) and is for sure sitting on a swiss ball, jumping up and down or marching on the spot while she is emailing you… she can’t sit still.
Trish Catizzone, Client Services Unicorn
Trish is our Client Services Unicorn extraordinaire! And she’s here to get you started off on the right foot. She has a long history of customer service ranging from coffee to pointe shoes to tech support.
Trish is a trained ballet dancer (we swear that’s not how we select our applicants), and is also a geek of many sorts, from sci-fi to theatre. Her perfect Sunday involves a latte, some knitting, board games and a good book. If you ever stumble across a musical about Doctor Who, please let her know. 😉