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Home
About Us
Life Insurance
Health insurance
Coaching
Saving
Blog
Contact Us
Contact: Insurance companies

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Apple a Day Financial is a financial planning firm specializing in insurance
solutions and coaching for small business owners.

Schedule




Plant the seeds of your financial future




READY TO GIVE YOUR FINANCIAL HEALTH A BOOST?



Apple a Day Financial is a financial planning firm committed to increasing
financial literacy for Canadians. We specializing in insurance solutions and
coaching for small business owners via our trade name Iron and Pearl Financial.

 


WHAT WE DO

Financial literacy workshops (by request)

Via Iron & Pearl Financial:

 * Insurance and coaching solutions for self-employed professionals

 * Life and health insurance

 * Fee-for-service reviews & coaching
   
   
   
   Group Benefits (via Gilgunn Benefit Management)


HOW ARE WE DIFFERENT?

Many of us read about how to save money, pay off debt and get ahead in life, but
few people take action without guidance and support. Senior advisor Alyx Valdal
saw a need for financial education in Victoria and launched Apple a Day
Financial to teach workshops and seminars and work with clients one-on-one.

Building authentic relationships and giving back to the community are key
tenants of Apple a Day’s mission.

About us »


OUR SENIOR ADVISOR

As a CERTIFIED FINANCIAL PLANNER® or CFP practitioner, Alyx accepts new clients
looking for financial guidance and can also offer support with obtaining life
and health (disability/critical illness/health and dental) insurance. Read Our
Blog »

 

CFP® professional

Our CERTIFIED FINANCIAL PLANNER® Professional, Alexandra (Alyx) Valdal, is here
to guide you through your financial and insurance questions.

About Alyx
 


WE TAKE THE STRESS OUT OF FINANCIAL PLANNING

 

Ready to go?

If you’re all ready to take control of your finances, let’s go!

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