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Connect with Alison Setton,

Building a business that teaches people How Money Works

from Vancouver, Canada

Connect with Alison Setton,

Building a business that teaches people How Money Works

from Vancouver, Canada



Building a business that teaches people How Money Works

I am a(n):

MBA | Licensed Insurance Agent | Mutual Fund Advisor | Investor | Former Engineer | Mother | Ironman Triathlete | Business Owner | Passionate Learner | entrepreneur

I am the go-to for:

Learning How Money Works and how to teach others (and be paid by the financial industry)

What I do:

I am here to help change the way financial services are delivered! I want everyone in North America to have easy access to a trusted person they can go to for financial advice and to learn how money works. I am not alone. I am part of a larger movement of licensed advisors who are using systems and leadership to revolutionize the financial brokerage model.
To fulfill our mission of helping people gain more freedom over their time and money, I attract, retain and train people from all walks of life to work in financial services.
Contact me if you are legally able to work in Canada or the USA and are looking for a viable, proven and meaningful side gig or career change.


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Let's Talk About Money, Wealth & Finances for 30 Minutes


  • Over the phone
  • 30 minutes
  • 4 call(s) remaining this month

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Interested in Exploring a Business?


  • Event
  • 2:00PM, April 25, 2020
  • 1 hour
  • Currently available


My Offer:

I am here to show you how you could potentially start a business as an entrepreneur in financial services.

My ideal target audience:

People with "a fire in the belly" that are looking to build a Plan B career or who are open to exploring a business in financial services. This is NOT your traditional financial company. On the client side, I'm happy to show people who are curious about how to build and protect their wealth using insurance tools, but who don't care to be "sold to".

Reach out if you want to:

  • Transition into a new career
  • Build the skills it takes to be a successful entrepreneur.

Feel free to also book a session if you want to ask me about:

What I am currently working on

Industry trends, insights, observations & opinions

My education, training & qualifications

My biggest challenges, successes, failures & lessons learned

What success means to me

How I got to where I am today

What it is like working for my company & why I chose to work there

Recommendations for anyone entering my career or industry

Recommended books, articles, blogs, conferences, tools, apps, etc.

Whose content do I consume regularly

Daily practices, habits, and strategies

Issues I care most about right now and why

My values, beliefs, philosophies and/or political views


Why me:

> 300 happy clients and counting
> Creative problem solver
> I am SUPER easy to talk to (or so says my dog)
> I am a big believer in sharing the financial strategies and knowledge I have gained with others
> I believe that financial literacy is at the foundation of social sustainability.

A little bit about myself:

I'm a former Environmental Engineer, Queen's MBA Grad, and took the Canadian Securities Course before deciding to build a business in personal financial advising. "Why leave Engineering?" people ask me (all the time). I am including a link to a video explaining my story, if you care to find out the long answer. The short answer is, I wanted a scalable business that offered freedom of time, while also allowing me to make a difference in the world.

What it’s like to work with me:

I love people and getting to know what makes them tick. I love that I am able to help people manage the money they have, which leads to more freedom, but I love the fact that I can help some people earn more money, too. That is something unique to my business platform.

Fun fact about me:

I love to eat healthy foods, run in the trails with my dog, and be a goof with my daughter.

Professional experiences:

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Educational experiences:

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Where else you can find and follow me online:

My portfolio:

My dog, Mars. I'm a dog person.

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I love running in the trails

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My Overall Rating:

(1 Review)

Written Reviews I've received:

Gillian Imhoff
April 27, 2020 | Let's Talk About Money, Wealth & Finances for 30 Minutes

Wow. What an amazing conversation. Thank you Alison for being so easy to talk to; warm, funny, insightful. We dove right in and covered so much ground in a short time. I felt safe to share my issues with money and my dream...

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