Alexandra Van Tassell - Investment Fund Advisor

04/02/2026

Most people think their problem is budgeting. It’s not.

By the time someone books a call, they’ve usually already tried tracking everything, cutting back, and “being more disciplined” and it still doesn’t stick.

Not because they’re bad with money, but because no one ever showed them what to actually do.

The first thing we don’t do? Talk about your numbers.

We start with what’s been weighing on you, what’s not working, and what you actually want to change. Because until that’s clear, the rest doesn’t matter.

Most advice skips that and that’s why it doesn’t last.

If you’ve ever felt like you should have this figured out by now, you’re not behind, you’ve just never been shown how this actually works 📊

03/03/2026

Before the portfolios, projections, and planning meetings… there were school photos, scraped knees, and big dreams ✨

Want to work together on your goals? DM or email me! 📥 I’ll be waiting 🙂‍↔️

02/26/2026

So grateful for the wisdom shared, the conversations sparked, and the opportunity to connect with so many strong, driven women in business 🤍 There is something powerful about being in a room full of women who are building, leading, and dreaming big.

Thank you to the .sbec for hosting such an incredible evening. I’m leaving inspired, energized, and excited for what’s ahead 💫

Community matters. Growth matters. The room matters. 🙏





FemaleEntrepreneurs

02/10/2026

More than just spreadsheets and savings plans over here 👋 (but we still love spreadsheets)

Cat mom. 📚
Gym lover. 💪
Finance nerd. 📊
Forever learning.

I’ve been keeping things pretty “business” on this page, but I want to show up more as me, because your finances are personal, and your advisor should be too.

Thanks for being part of this community. 🤍

01/18/2026

✨ Still in shock from last night 🎉 Winning the
Top DI Investment award for DFSIN | Ontario Central was such an unexpected and emotional moment for me.

Here's to hard work paying off and to the many chapters ahead. Trust me... I'm just getting started.

To everyone who has supported me since I started this journey - clients, colleagues, mentors, friends, family, thank you. Thank you for lifting me, challenging me, referring me, cheering for me, and trusting me. I wouldn't be here without you. You've helped me grow into the person and advisor I am today, and I'm so grateful for all of you!

And major love to for the last minute miracle dress that made me feel unstoppable walking up on that stage 😍

11/13/2025

💡 If you’ve ever wondered why “just budgeting harder” doesn’t work, this is for you.
In my latest edition of The Emotionally Wealthy, I dive into insights from Dr. Joe Dispenza’s book Breaking the Habit of Being Yourself and show how these principles can help you break deeply ingrained financial habits and create lasting change.

💌 Want more strategies for aligning your money mindset with your goals? Just follow my newsletter, The Emotionally Wealthy, for monthly insights that combine emotional intelligence with financial planning.

Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7369737603438329858

Where emotional intelligence meets financial strategy.

09/30/2025

Ever wonder why you freeze 🥶 when it’s time to budget, or splurge 🤑 when you’re stressed?

This new edition of athe Emotionally Wealthy dives deep into how childhood trauma wounds can quietly shape our financial habits as adults.

📊 Backed by research and real-life examples, I’ve included a free worksheet to help you reflect and reset your habits with compassion and clarity.

👉 Download the worksheet (link in newsletter)
📲 Follow me on Instagram for more: https://lnkd.in/dYfH-gCK
💬 Join the conversation in my Skool community: https://lnkd.in/exCAJRDc

Let’s make your money feel safe again, together 🤲

09/05/2025

🚨 Exciting News! 🚨 I’ve just launched my new newsletter on LinkedIn:🧠💰 The Emotionally Wealthy — Where emotional intelligence meets financial strategy. You can read my first edition here: https://www.linkedin.com/pulse/welcome-emotionally-wealthy-alexandra-van-tassell-ogp9f

In each monthly edition, I’ll explore how self-awareness, empathy, and emotional regulation shape our money decisions—and how mastering your emotions can help you master your finances.

Whether you're a business owner, professional, or simply someone striving for financial peace, this newsletter is designed to help you build both emotional and financial capital.

👉 Connect with me on LinkedIn to subscribe and join the conversation:
🔗 https://www.linkedin.com/in/alexandravantassell/

💌 New editions drop the first Friday of every month.
Let’s redefine what it means to be truly wealthy—starting from the inside out.

09/04/2025

🗓️💸 Want to stress less about money? Start with your calendar.

One of the most powerful (and underrated) budgeting tools I’ve used over the last 3 years is a simple monthly calendar. Why? Because when you see your money laid out visually, everything becomes clearer—and way less stressful.

✨ With this method, you can:
✅ Stop overthinking bills
✅ Always pay on time (your credit score will thank you!)
✅ Clearly see your disposable income
✅ Budget for the fun stuff without guilt

This isn’t just a system—it’s a stress-reducing, confidence-boosting, foolproof way to stay on top of your finances. Tested, perfected, and now shared with you. 💕

Your money should work for you—not stress you out.
Let’s make budgeting feel calm, clear, and empowering💡

📲 Save this post & try it out this month!

09/02/2025

💸 Book Review: The Psychology of Money
Morgan Housel dives deep into how our mindset shapes financial success more than math ever could. A must-read for anyone who wants to build wealth with wisdom, not just numbers.

08/27/2025

📊 What is TDSR & Why It Matters? 💡

TDSR (Total Debt Service Ratio) is a key number that shows how much of your income goes toward paying debts — like your mortgage, car loan, credit cards, etc.

👉 Formula:
TDSR = (Total Monthly Debt Payments ÷ Gross Monthly Income) × 100

🔍 Why You Should Know Your TDSR:

• 🏡 Helps lenders decide if you can afford a mortgage
• 💳 Shows if you’re managing debt wisely
• 🚨 High TDSR = Risk of financial stress
• ✅ Low TDSR = More room to save, invest, and breathe easy

💬 Tip: Keep your TDSR below 40% to stay financially healthy! Know your number. Stay financially strong. 💪🏼