Finance
(Accounting, Bookkeeping, Investment, Insurance, Mortgages, Taxes)
Finance
(Accounting, Bookkeeping, Investment, Insurance, Mortgages, Taxes)
Fariba Ranjgari
As a financial advisor, I focus on helping clients protect what matters most to them financially. I’m motivated by the opportunity to provide peace of mind, ensuring that individuals and families have the coverage they need in times of uncertainty. I enjoy educating clients about their options, tailoring policies to fit their unique situations, and being a trusted resource when they face challenges. It’s fulfilling to know that my work helps safeguard their financial well-being and future security.
Tracy Pequin
Website:
Pequin & Origin
My name is Tracy Pequin and I have been a financial coach since 2006 after leaving Telus after 20 years as a single mom. I did not grow up with any financial security, so the reality that I can help others achieve that resonates with my heart and my desire to Create a positive impact on others. My Nickname is Tenacious Tracy because I continue to improve my skills and access to resources, so imagine having someone like that working hard to help your family create financial independence and creating a new relationship with money?
Naureen Ali
Website:
Whiz Accounting
I love helping businesses grow by making sense of their finances and setting them up for success. With 20 years of experience and a CPA designation, I have helped companies scale through accurate bookkeeping, tax returns, budgets, forecasts, and profitability analysis. I take the stress out of managing the numbers so business owners can focus on what they do best. Nothing makes me happier than seeing my clients succeed and knowing I have played a part in their journey.
Kuljit Lalari, CAIB
Website:
HSM Insurance
I became an insurance broker to help businesses protect what they’ve worked so hard to build, ensuring they have the right coverage for their unique risks. Building strong relationships with my clients is at the heart of what I do—I take the time to understand their needs, provide trusted advice, and be a reliable partner in their success. I offer various types of insurance, including commercial property, liability, and specialty coverage, to provide tailored solutions that support their growth and stability. Helping businesses navigate their insurance needs and find the right protection is what drives me every day.
Gauri Ratna
I truly love what I do- listening to my clients, understanding what matters to them, and identifying their non-negotiable goals. I work in partnership with my clients to help them achieve those goals. Edward Jones provides me with the platform, resources, and tools to make that possible. If you'd like to connect, I'd be honored to help.
Connie Kang
Website:
Connie K Solutions
To challenge myself to make connections, find solutions for other organizations and continue to learn. On my journey of self-improvement and fulfillment of my purpose in life, I live with the intention to help others to build systems to achieve peace of mind. Sharing my journey of problem solving, business process development and continuous improvement, I hope to provide insights, inspiration and solutions for others in finding their personal alignment and build strong processes to bullet proof their organizational growth.
Joyce Ingram
Website:
Evolution Financial
Facebook:
Ingram Financials
I am dedicated to empowering individuals, particularly women, to take charge of their financial futures through education and personalized guidance. By simplifying the complexities of money, debt, and asset management, I help alleviate the overwhelm of balancing career, family, and financial goals. My holistic approach provides women with clear financial strategies designed to achieve their dreams and foster generational wealth. I inspire women who crave empowered wealth, time, energy, and freedom!
Tracy Pequin
Website:
Pequin & Origin
My name is Tracy Pequin and I have been a financial coach since 2006 after leaving Telus after 20 years as a single mom. I did not grow up with any financial security, so the reality that I can help others achieve that resonates with my heart and my desire to Create a positive impact on others. My Nickname is Tenacious Tracy because I continue to improve my skills and access to resources, so imagine having someone like that working hard to help your family create financial independence and creating a new relationship with money?
Fariba Ranjgari
As a financial advisor, I focus on helping clients protect what matters most to them financially. I’m motivated by the opportunity to provide peace of mind, ensuring that individuals and families have the coverage they need in times of uncertainty. I enjoy educating clients about their options, tailoring policies to fit their unique situations, and being a trusted resource when they face challenges. It’s fulfilling to know that my work helps safeguard their financial well-being and future security.
Naureen Ali
Website:
Whiz Accounting
I love helping businesses grow by making sense of their finances and setting them up for success. With 20 years of experience and a CPA designation, I have helped companies scale through accurate bookkeeping, tax returns, budgets, forecasts, and profitability analysis. I take the stress out of managing the numbers so business owners can focus on what they do best. Nothing makes me happier than seeing my clients succeed and knowing I have played a part in their journey.
Kuljit Lalari, CAIB
Website:
HSM Insurance
I became an insurance broker to help businesses protect what they’ve worked so hard to build, ensuring they have the right coverage for their unique risks. Building strong relationships with my clients is at the heart of what I do—I take the time to understand their needs, provide trusted advice, and be a reliable partner in their success. I offer various types of insurance, including commercial property, liability, and specialty coverage, to provide tailored solutions that support their growth and stability. Helping businesses navigate their insurance needs and find the right protection is what drives me every day.
Gauri Ratna
I truly love what I do- listening to my clients, understanding what matters to them, and identifying their non- negotiable goals. I work in partnership with my clients to help them achieve those goals. Edward Jones provides me with the platform, resources, and tools to make that possible. If you'd like to connect, I'd be honored to help.
Connie Kang
Website:
Connie K Solutions
To challenge myself to make connections, find solutions for other organizations and continue to learn. On my journey of self-improvement and fulfillment of my purpose in life, I live with the intention to help others to build systems to achieve peace of mind. Sharing my journey of problem solving, business process development and continuous improvement, I hope to provide insights, inspiration and solutions for others in finding their personal alignment and build strong processes to bullet proof their organizational growth.
Joyce Ingram
Website:
Evolution Financial
Facebook:
Ingram Financials
I am dedicated to empowering individuals, particularly women, to take charge of their financial futures through education and personalized guidance. By simplifying the complexities of money, debt, and asset management, I help alleviate the overwhelm of balancing career, family, and financial goals. My holistic approach provides women with clear financial strategies designed to achieve their dreams and foster generational wealth. I inspire women who crave empowered wealth, time, energy, and freedom!
What client say about us
More than doubled my income!
I have been working with Cheryl since March 2020. Since meeting Cheryl and implementing her weekly instruction, my income has more than doubled. Her accountability groups have helped me set goals, then break those goals into weekly “must dos”. Because we meet as a group, I am held accountable to do the work, and this has taken my business to a place it has never been. I will be forever grateful to Cheryl for her continuous encouragement and spurring on. My life will never be the same.
~ Larina Bouwman
Grateful!
Feb 2018 I was connected with RWIB and Cheryl. It has been great connecting and reconnecting and building friendships with other amazing women in business.
Lots of times we think we are in the right spot/time in our lives not realizing that there is more growth to complete before becoming an even better you. The last 2 years have been exactly that for me. As a result of RWIB and Cheryl, I have experienced such growth making a more secure and confident woman. I have seen this effect on multiple women.
Cheryl comes from a place of love and you feel it. No judgment, serving you where you are at. I feel beyond blessed to have met Cheryl and to be a part of RWIB.
~ Shannen Rispin Baker
What client say about us
More than doubled my income!
I have been working with Cheryl since March 2020. Since meeting Cheryl and implementing her weekly instruction, my income has more than doubled. Her accountability groups have helped me set goals, then break those goals into weekly “must dos”. Because we meet as a group, I am held accountable to do the work, and this has taken my business to a place it has never been. I will be forever grateful to Cheryl for her continuous encouragement and spurring on. My life will never be the same.
~ Larina Bouwman
Grateful!
Feb 2018 I was connected with RWIB and Cheryl. It has been great connecting and reconnecting and building friendships with other amazing women in business.
Lots of times we think we are in the right spot/time in our lives not realizing that there is more growth to complete before becoming an even better you. The last 2 years have been exactly that for me. As a result of RWIB and Cheryl, I have experienced such growth making a more secure and confident woman. I have seen this effect on multiple women.
Cheryl comes from a place of love and you feel it. No judgment, serving you where you are at. I feel beyond blessed to have met Cheryl and to be a part of RWIB.
~ Shannen Rispin Baker
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