I’m an ‘ex’ corporate banker, customer experience manager, senior financial advisor, financial wealth planner turned✨LIBERATED✨ financial literacy advocate.

I’m on a MISSION to bring you a next generation experience in addressing all your personal finance and money related needs.

About Your Shame-Free Financial Planner

Hi, I'm Sam, and I've got your back.

being a human BEing first.

NO SHAME in the money game

living life to the fullest

I believe in:

knowing your numbers

“Financial Sam” Gerber has dedicated her career to transforming lives through financial education and empowerment–making money make sense without confusing jargon or cringey sales vibes.

With a wealth of experience spanning almost a decade, she has guided countless individuals and families toward financial freedom, helping them navigate everything from budgeting to retirement planning while revolutionizing a shame-free approach to modern money management

You deserve champagne-level service, no matter if you're ballin' or just ballin' on a budget.

Financial fairygodmother, strategy queen, systems boss & dog cuddler extraordinaire...

My superpower? helping you actually understand your money so you can build a plan –and a life– that feels damn good.

🎓

Financial Planning
Registered Financial & Retirement Advisor (RFRA®)

Mutual Funds
Canadian Investment Funds 

ETFs / Exchange Traded Funds

Life Insurance 
Life Licensed Qualifying Program (LLQP)

Bachelor of Management

Financial Accreditations & Certifications

KICKASS RETREAT PLANNER

coffee lover

Retired soccer player turned ‘spin & yin’ obsessed

my ladies, Athena and Cleopatra.

“Sam is a literal lifesaver. Finances have always felt like a game no one taught us the rules to, but now we feel like we're winning.”

- meaghan

If you’re navigating something specific — investing, cash flow, retirement, a big life shift — this focused 90-minute call gives you clarity without a long-term commitment.

Let's dive in.

Let’s Get You Unstuck