“The Wela Way is really all about bringing together information and sharing it in a way that people can create really abundant, extraordinary lives that have meaning. They’re going to be happy at the end of their life; they’re not going to have regrets.” – Nancy Phillips

Nancy Phillips hails from Toronto, Ontario where she grew up in a family of six, with a healthy understanding of money and saving for the future. She was managing her money (her allowance) at the young age of seven, started working for her father at fourteen and had two additional jobs by time she was sixteen. After a life-changing motorcycle accident at the age of eighteen, Nancy’s competitive sports ambitions were set aside, and bigger questions emerged about how she could contribute to the world.

For over twenty-five years, Nancy worked in the sports medicine and international corporate medical world. She became a financial health author and speaker after a series of major life events left her questioning what exactly she needed to teach her children for them to lead meaningful, happy and successful lives. She wanted a comprehensive and simple program that combined personal values and success concepts with basic financial skills and could not find what she was looking for. Nancy has combined her global research, personal experience, and desire for simplicity and relevance to develop effective methods which help people create a life of meaning and financial well-being.

Nancy’s Wela Way resources are for both adults and youth. Her Steps to Success guides for young adults and parents have been successfully reviewed by the Financial Industry Regulatory Authority (FINRA) and are used internationally by families and financial professionals with their clients. She also developed a series of Zela Wela Kids financial storybooks which have been successfully piloted with over 1,900 elementary school children. Nancy’s work has been featured in media outlets such as ABC news, CBC news, Yahoo Finance, the Chicago Tribune and CNN.

Nancy’s passion is fueled by her adamant belief that early financial education should be accessible to all families and her motivation is fueled by the positive impact her resources create.