You follow me for money tips. Let's build an actual plan.
I'm Aileen Dasalla.
I help clients build financial plans that fit their actual goals, whatever stage you're starting from.
Aileen Dasalla
I earned my BBA from Simon Fraser University with concentrations in Finance and Management Information Systems. I focus on building customized financial plans that make planning feel approachable, not overwhelming, so you feel confident about where you’re headed.
Who We Help
Building a Business
You’ve built wealth inside your company and want to turn business success into personal financial independence.
Building a Family
You’re earning well but balancing investing, housing, children, insurance and long-term goals.
Approaching Retirement
You’ve accumulated wealth and need a coordinated strategy for turning it into income and enjoying what you’ve built.
See Yourself in a Real Planning Situation
What's Next?
STEP 1
STEP 2
STEP 3
Complete the Booking Form
Meet for 30 Minutes
Decide if There's a Fit
Tell us a bit about your situation so we can prepare for our conversation.
We’ll talk through what’s going on and what you’re trying to accomplish.
No pressure or obligation to move forward.
Frequently Asked Questions
We specialize in working with founders and tech entrepreneurs, so our advice is built around the specific challenges of running a tech business, not generic financial planning. You also get access to a full ecosystem of vetted partners in law, tax, and mortgages, not just an advisor.
If you’re a founder or tech entrepreneur with wealth tied up in your business, and you’re looking for a financial partner who understands that world firsthand, we’re likely a strong fit. If you’re not sure, that’s exactly what the intro call is for. There’s no pressure and no obligation.
No. We start with a short survey to understand your situation, followed by a free 30-minute call to see if we’re the right fit.
No formal preparation is required, just complete the short form beforehand so we have some context on your situation. That way, we can make the most of our time together on the call.
Yes. While our team is based in Vancouver, we work with founders and entrepreneurs across all of Canada.