Guidance by Invitation. Clarity by Design.

When you’re ready for holistic, heart-centered financial guidance, I’m here to walk alongside you—offering support that honors your unique journey.

Portrait of Fanny Samaniego, Toronto Financial Advisor and Mortgage Agent

Invited Wisdom, Shared with Heart

I’m Fanny Samaniego—a bilingual Financial Advisor, Holistic Financial Coach, and licensed Mortgage Agent based in Toronto. My deepest work happens in true partnership with those who are ready for change—not just in their finances, but in their entire approach to abundance.

Over the years, I’ve learned that real prosperity is about aligning your numbers with your heart, your values, and your vision for the future. I work with a limited number of clients at a time, so each receives focused, present guidance and genuine support.

Why I Work by Invitation

After years of experience, I’ve found that the most meaningful results happen when there’s genuine connection and trust. That’s why I work by invitation: every client relationship begins with a real conversation, so we can both feel if it’s the right fit.

(My approach is inspired by a philosophy that values deep recognition and the right timing. If you’re curious, feel free to ask me more!)

Ways I Can Guide You

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Financial Guidance

Find clarity and confidence through honest, heart-centered conversations—no formulas, no pressure, just support for your unique path.

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Holistic Tax Planning

Explore practical strategies rooted in your values. Together, we’ll co-create a plan that brings you lasting peace of mind.

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Mortgage Guidance

Guidance for every kind of mortgage journey—including investment and multi-unit properties—always with holistic, personalized care.

Kitchen Table Conversations

Join a small group session—just like gathering around a kitchen table—where we share stories, answer questions, and support each other’s journeys. If you’d like to be invited to a future circle, reach out below.

Tools to Nourish Your Financial Journey

Holistic Budget Planner

Create a budget that feels nourishing, not restrictive—aligned with your values and unique life.

Mortgage Insights

Estimate your payments and explore holistic strategies for your property journey—whether buying, refinancing, or investing.

“Being invited to work with Fanny brought me so much more than numbers—it brought me a sense of peace, security, and trust in my path. She listens, guides, and sees what you need, even before you do.”
– Maria & Carlos, Toronto