Take the Journey To Your First 100K and Beyond.
Welcome to Your
Time Freedom.
Hi, I'm Sarah, and I'm on a mission to get 100K people to their first $100K through financial coaching and entrepreneurship.
If you're starting with $0 with no connections and no intergenerational wealth, your first $100K is the toughest to earn—but the most important for building wealth.
Even people earning a $100,000 yearly salary don’t guarantee financial success; it takes self-control, plenty of sacrifices, determination, and the right mindset.
If you're ready to do what it takes to hit your first six figures, you've come to the right place.
I don’t care what you have to do—if it means walking everywhere and not eating anything that wasn’t purchased with a coupon, find a way to get your hands on $100,000. After that, you can ease off the gas a little bit.
- Charlie Munger
How Do You Want to Get Your First $100,000?
Learn How Money Works
By learning how to manage money, build income streams, and invest wisely, you gain the tools to take control of your finances and create lasting wealth.
Save & Invest
Saving provides the foundation, while investing allows your money to grow and generate more wealth, leading to the independence and lifestyle you desire.
Be an Entrepreneur
Through entrepreneurship, you gain the opportunity to generate wealth
control your financial future and create scalable income streams.
From expensive life insurance to home ownership in three months
Raquel had been overpaying for life insurance for years. Her ultimate goal is to buy their first home.
After our financial review, we reduced her premiums, increased her coverage, and unlocked $36,000 in cash value from her policy.
She transferred that to her FHSA, giving her a ready-down payment and access to tax refunds she hadn’t expected—all within three months from our first conversation.
Paying over $1,000 a month in premiums but still underinsured
Jess is a high-income earner and owner of multiple real estate properties. She pays over $1K to her mortgage insurance, which does not cover the entirety of her debts left across her portfolio.
After our financial review, we were able to increase her coverage by 40% and decrease her premiums by over 50%.
Now she has more money that she can put into her RRSP to save on income taxes.
From having a $5000 monthly income to solid estate planning.
Allan spent his life building a great career but wasn’t sure how his money would last for the rest of his retirement.
He had a large amount of money in a non-registered account that was being taxed every year. He wanted to leave it to his wife and son.
After we went through his finances, not only Allan did get a robust retirement plan but also a solid estate plan. He knows which accounts to use first to save on taxes and has everything in place to ensure his wife and son get his inheritance in the most tax-efficient way
From investing with very little returns to getting 10% return on investments
Sherry always kept her money in a savings account, earning very little and paying full taxes on the interest.
She was worried that at this rate, she and her husband wouldn’t have enough money for retirement in 20 years.
After we reviewed her finances, Sherry and her husband now have a clear retirement plan. They’ve invested their money in funds that made 10% last year, and we used a registered account to help them save on taxes and reinvest more.
Join Sarah on The Wealth Whiz Podcast, where she talks about anything and everything about money in its simplest form.
With her laid-back attitude and wealth of experience, Sarah will take you through the core concepts of wealth-building, mindset, and entrepreneurship so you can have the absolute golden nuggets on the go.
5 Star Apple Podcast Reviews
Lilypilytree
I love listening to her motherly voice
Sarah has such a great speaking voice, which makes learning about money a somewhat stressful topic much easier to listen to. I really appreciate tuning in and getting a whole bunch of new knowledge based on her background research that I may not have done myself. Looking forward to the next episode.
Luz Torda
All Episodes
So inspiring!!! Sarah is very knowledgeable about financial skills. She explained each topic properly in a detailed manner with a nice and clear tone of voice that all listeners can understand very well. Thank you for sharing your good thoughts about money matters. So much appreciated. Love it and Godbless.
Mila Sulano
True Inspiration
More than thrilled to grade Sarah a 5-star review. Her knowledge and in-depth analysis of the subjects presented are very inspiring and relatable. She broadly discusses it in a relatable way that listeners can easily comprehend and stay inspired after each talk. Very encouraging and inspiring indeed to tune in. Salute.
Grant Q.
A Must-Listen for Aspiring Entrepreneur
I can't recommend The Wealth Whiz enough! Sarah's laid-back style makes complex financial concepts so accessible and enjoyable. Each episode is packed with practical insights that genuinely transformed my understanding of money and wealth-building. I've always walked away with nuggets! Thank you
From Zero to Hero Mentorship
Build A Business that Lasts a Generation
powered by
Creating leaders from everyday individuals.
I was never a leader by definition before. In fact, I was always a lone wolf, believing that true success meant becoming independent—no one to rely on, no one to get in my way.
But my mindset shifted when I met people who saw more in me than I saw in myself. They showed me that leadership isn’t about being in charge but being able to inspire and empower others to reach their fullest potential while guiding them toward a vision.
Now, my mission is to help everyday individuals discover their true potential and build their businesses. As they achieve their goals, I am committed to helping them inspire and lead others to do the same.
The first step to accumulating wealth is to have a true desire to do it.
Become Part of Our Team on the Fastest-Growing MGA/IMO in North America
Join a team with a solid track record, backed by a proven system that delivers results, and mentors who don’t just teach but lead by example through their own success.
Private Mastermind Group to Get Bigger and Faster Results
What You'll Learn Inside:
Key ingredients to success in the insurance industry
How to pick your niche to perform targeted prospecting
How to boost your income: systems, handling objections & closing
Learn how to create a lead generation funnel system based on
your strengths, style and budget
How to create an effective, sustainable personal brand
How to leverage AI, tools and resources to broaden your reach
Proven digital templates and downloadables that you can use to
get started right away
Weekly coaching calls, Q&A with field trainers and so much more
Your Roadmap To Building a Business
That Lasts a Generation
Get Your First 100K
Active Income
This is your opportunity to create an additional stream of income. This can complement or replace your primary income.
Build An Agency
Passive Income
Gives you the opportunity to follow a proven system where you lead other associates to build their own businesses.
Design Your Life
Live On Your Terms
A combination of active and passive income supports your dreams while building a lasting legacy for future generations.
Hundreds
Financially Educated
Thousands
Savings Found
Industry Leaders
In the Making
What people are saying.
Saving people money is my passion, and I start doing it from the very first meeting. I help them not only recover hidden dollars but also build strategies to grow their wealth over time.
Edwin G.
Thank you for your time, and it was mind-blowing what I missed towards the financial aspect. It was why I never stopped learning. It's a blessing that I came across you. I am confident that with your guidance, I can achieve the financial freedom I've been seeking. Your unique approach and knowledge in the industry are aligned with my goals.
Aila C.
I’m very satisfied with my experience with Sarah. She explained to me every detail I needed to know and even answered my random questions about setting up a retirement plan and also life insurance. With Sarah’s help, I am now aware of my situation and what I can do to help myself to have better financial planning. I am very thankful for Sarah’s patience with all of my questions.
Minnchu T.
You helped Kevin and me plan for our future in terms of retirement savings plans and investments. My favourite part about working with you is that you took the time to get to know us to help figure out and prioritize our needs. I’m looking forward to working with you more in the future!
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