Steve Bridge - Money Coaches Canada

Steve Bridge

CFP^®, B.A.

Certified Financial Planner, Money Coach &
Financial Literacy Speaker

North and West Vancouver, BC

Office: (604) 754-5911

Email Steve

Email Steve

“The power of unbiased financial advice without sales or commissions cannot be understated.”

We start with a comprehensive, actionable plan created over three to four months. I’ll guide you in a systematic, organized, and supportive manner, helping us build a clear path forward. But financial planning is never truly finished—it’s an ongoing exercise. As life changes, so will your plan, and I’ll be there to work with you every step of the way, ensuring you stay on track and empowered to reach your financial goals.

My financial education sessions are tailored to empower your team with practical, unbiased knowledge. No sales pitches, no hidden agendas—just honest, accessible education from someone who understands the realities of financial planning. This is something you won’t get anywhere else.

Financial Wellness Seminars

If you’re seeking personalized financial advice or looking to arrange an engaging financial education session, I’d love to help. Let’s work together to achieve your financial goals or create a meaningful learning experience for your team.

How you can benefit from a customized Money Coaches Canada plan:

Increased financial confidence and clarity
Better understanding of your investment accounts, performance and fees
Insurance review of existing policies and needs analysis
Identifying appropriate tax strategies
Strategic retirement and education planning
Personalized money management and budgeting
Strategies for addressing consumer debt
Access to our Canada-wide network of trusted professionals to save your valuable time (we accept no commissions or referral fees)

Let's Get Started

My Story

Before becoming a personal finance professional, I relied on a traditional commission-based advisor. After poor results and no personalized guidance, I was inspired to pursue formal study in the field.

From the work I’ve done with my clients, I’ve seen how even a small amount of knowledge can make a significant difference in their lives. This has inspired me to expand into the education realm, where I provide presentations on finances in the workplace, to organizations, and as a keynote speaker.

Click the ‘Let’s Get Started’ button above or ‘Contact me for a Free Consultation’ below to get in touch.

How I Can Help

Retirement and Financial Planning
Financial Education Presentations and Workshops
Keynote Presentations

Who My Clients Are

Individuals (including divorced, separated, widowed)
Couples and Families
Professionals
Companies looking to increase employees’ financial wellness

Contact Me For a Free Consultation

Essential Financial Tips for Canadians

Retirement Planning: Pitfalls and Myths

“We were approaching retirement and not completely sure where we stood or if we could we afford to retire next year, as we originally planned.

When Steve broke down everything in terms of income, expenses, timing of CPP/OAS and retirement goals, we felt much more in control. The plan he laid out for us will also save us a significant amount of tax as we move forward with this next stage of our lives.

Working with Steve was a solid investment.”

– Dan and Diane T.

Financial Planning: Don’t Overlook These Details

“Before working with Steve, I was very confused with the conflicting advice I received from financial institutions, family, and friends. I was a saver but didn’t have any knowledge on how to invest my money or organize my budget.

Steve gave me a big picture of my current financial state and helped me draw realistic financial goals and provided me with practical strategies to achieve these goals. I now feel confident with what to do and also how to respond to unexpected emergencies. I think the most important aspect was that the coaching was tailored to my unique circumstances.

The Money Coaching fee was reasonable and money well spent. The hidden management fees in mutual funds would have cost far more than what I paid for a Money Coach, and I wouldn’t have benefitted from Steve’s exceptional knowledge.”

– Katherine C., M.D.

Cash Flow: Smart Budgeting to Reach Your Goals

“We were at a place in our lives where we really wanted to take charge of our finances; our savings were non-existent, credit cards were maxed out and we were stressed.

In five months of working with Steve we were able to pay off over $12,000 in debt!

My wife and I both agree that working with Steve was the best decision we could have made, and we are looking forward to walking the path that Steve has help to create.”

– J & D Peterson