Apple a Day Financial is a financial planning firm specializing in insurance solutions and coaching for small business owners.
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. Read more about how we believe in raising the industry and not selling (Globe and Mail, July 25th, 2019).
As a CFP (Certified Financial Planner) Professional, 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. In addition to the CFP designation, Alyx is a CLU (Chartered Life Underwriter -to help clients dialogue with their other professionals regarding Estate planning), and CHS (Certified Health Specialist - to ensure clients understand and choose the correct living benefits for their situation, such as disability and critical illness insurance).