Apple a Day Financial is a financial planning firm specializing in insurance solutions and coaching for small business owners.
Ready to give your financial health a boost?
Apple a Day Financial is a financial planning firm committed to increasing financial literacy for Canadians. We specializing in insurance solutions and coaching for small business owners via our trade name Iron and Pearl Financial.
What we do
Financial literacy workshops (by request)
Life and health insurance
Fee-for-service reviews & coaching
Group Benefits (via Gilgunn Benefit Management)
How are we different?
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.
Our senior advisor
As a CERTIFIED FINANCIAL PLANNER® or CFP practitioner, 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. Read Our Blog »
CFP® professional
Our CERTIFIED FINANCIAL PLANNER® Professional, Alexandra (Alyx) Valdal, is here to guide you through your financial and insurance questions.
We take the stress out of financial planning
Ready to go?
If you’re all ready to take control of your finances, let’s go!