Financial services for women who mean business. We help you optimize your financial health because
Wellness + Wealth = Life Lived Well
Financial services for women who mean business. We help you optimize your financial health because
Wellness + Wealth = Life Lived Well
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What is
WELLTH?noun
1. a state of synergy between financial wealth and personal wellbeing.
2. the feeling of pure bliss when your finances confidently support you in living out your life dreams.
3. a balanced blend of health, wealth and happiness.
Work
WELLTHY
BUSINESS SERVICES
From full scale services like The Wellthy Business Startup Package to fee-based consulting for your quick questions, our outsourced CFO services help business owners to better manage their money.
CFO Advisory Services
profit improvement
cost optimization
Bookkeeping & Document Management
data entry & bank reconciliations
financial report preparation
Tax Preparation & Compliance
HST & payroll returns
incorporation support
Be
WELLTHY
PERSONAL FINANCIAL PLANNING
For women ready to level-up and empower themselves with more financial choices – and freedom. Our services are intentionally designed and specifically customized to help you truly BE wellthy.
WE CAN HELP YOU:
Plan For Retirement
Manage Cash Flow
Say Goodbye To Debt
Buy Your First Home
Learn How To Invest
Be
WELLTHY
PERSONAL FINANCIAL PLANNING
For women ready to level-up and empower themselves with more financial choices – and freedom. Our services are intentionally designed and specifically customized to help you truly BE wellthy.
WE CAN HELP YOU:
Plan For Retirement
Manage Cash Flow
Say Goodbye To Debt
Buy Your First Home
Learn How To Invest
Learn
WELLTHY
WORKSHOPS & EVENTS
Build Your Know-How & Confidence in Finance and Wealth Management
Our fun, welcoming workshops and trainings help support you in your financial goals. You’ll deepen your understanding of relevant financial strategies and also get to network with other wellth-builders like you!
Get your receipts out of the shoebox and into a bookkeeping system with our next workshop,
Bookkeeping & Bubbly!
Simple Personalized
Start with
Then get
Finally
Wealth.
It’s a loaded word that needs a new definition. It’s no longer just a bank statement; it’s a state of being. It’s not about capital gains, it’s about gaining a broader perspective on what success truly means to your bottom line. While money is the means, it’s really about planning your finances to get you what money can’t buy. Experiences. Freedom. Wellness.
It’s time to get financially healthy. Turn your business dreams into a reality worth investing in. Personally understand your personal finances. Learn to save for the future, or a five-star getaway. Or both!
That’s wellthy living. And we are the Wellth Company.
As team of female CPAs, bookkeepers and financial planners, we designed our financial advisory services for the way women work and communicate. We talk with you, not at you. We work beside you, not over you. And most importantly, we measure success by how much fun we’re having.
We can’t wait to meet you!
Wealth.
It’s a loaded word that needs a new definition. It’s no longer just a bank statement; it’s a state of being. It’s not about capital gains, it’s about gaining a broader perspective on what success truly means to your bottom line. While money is the means, it’s really about planning your finances to get you what money can’t buy.
Experiences. Freedom. Wellness.
It’s time to get financially healthy. Turn your business dreams into a reality worth investing in. Personally understand your personal finances. Learn to save for the future, or a five-star getaway. Or both!
That’s wellthy living. And we are the Wellth Company.
Lisa Zamparo
Founder. Finance Wiz. Freedom Guide.
Lisa Zamparo, CPA is the founder of The Wellth Company – a financial advisory firm for female led startups, small businesses and self-employed women. Lisa combines her 10+ years of Bay Street finance experience with a passion for personal growth and well-being in a way that is revolutionizing the business community. Lisa thrives on helping women understand the language of finance, develop systems and processes to manage their money, and feel confident and wellthy!
Wise Words
“Our next economic revolution will be centered on creativity and empathy, and it will be dominated by women.”
JACK MA – FOUNDER, ALIBABA
Make Your Money
WORK
326 Adelaide St W, Suite 600
Toronto, ON, M5V 1R
Email: hello@thewellthcompany.com
Phone: 1-855-WELLTHY