Erika Morey

Financial Planner

Create clarity. Build trust. Cultivate a lasting relationship with your money.
Erika is a financial planner who combines strategic expertise with emotional intelligence to support ambitious women — professionals, entrepreneurs — as well as families through major life and wealth decisions. A finance graduate from Concordia University and a CERTIFIED FINANCIAL PLANNER (CFP) professional, she offers a human-centered, rigorous, and deeply personalized approach.

As co-founder of the She Invests in Her initiative, Erika has developed a unique support framework that connects financial autonomy to physical and mental well-being. Her approach fosters clear conversations grounded in her clients’ values, transforming complexity into accessible and aligned strategy.

What Erika values most: authentic relationships, long-term trust, and co-creating a plan that grows with you.

Passionate about swimming and all forms of movement, personal growth, and long walks in nature with her golden retriever Bo, Erika believes that our relationship with money mirrors our relationship with ourselves. She’s also actively involved in initiatives that promote financial literacy, sports, and self-confidence among women and youth.


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