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Helping women+ build bridges between the emotional and practical realities of their finances.

Karlee Vukets & Co. is a full-service, boutique financial planning office in Canada helping female professionals, young couples, and wealth inheritors
organize their finances, gain clarity and confidence in their financial decisions, understand the financial tools available to them, and manage their net worth.
Karlee Vukets, CFP
Founder & Lead Planner
Karlee Vukets & Co – Melanie Baynham - New Business & Client Service Associate
Melanie Baynham, M.A.
Associate Advisor

Welcome to the

“...I felt completely lost and unequipped when it came to dealing with my finances...”

Karlee and her team have been incredible in giving me the guidance, habits, and tools to not only understand my finances but feel confident in my financial future.  I’ve enthusiastically referred Karlee to friends and family, especially other women who will also benefit from Karlee’s expertise, warmth, and commitment to her clients.

~Heela O.
karlee-vukets-and-co-client-Heela-Omarkhail

“Karlee has had a very positive impact on mine and Wessal’s life and her help in adding stability to our lives is much appreciated”

~Alex A. & Wessal O.
Karlee Vukets & co-client Alex and Wessal

“Karlee is one of the few financial advisers who embraces both the numbers AND the emotions that come with them”

Karlee Vukets’ financial advice has guided me through many stages of my life: from university graduation to young professional to business owner. Karlee has made sure my transitions in life have always had a solid financial plan attached to them that are manageable yet leave room for some fun. I cannot recommend Karlee enough to help you figure out how to make your money work for you without stressing you out!

~Sabina W.
Karlee Vukets & Co-client Sabina Wex

Do you find it overwhelming to think about finally getting your financial life in order?

We are here to help with a
complementary 30-minute introductory call.
schedule your call
Get in touch to design your Financial Framework
Financial
Planning
Financial Organization
& Coordination
Financial
Education
Holistic Coaching
– Life, Career & Financial
Let us help you choose your Financial Tools
Investments –
Mutual Funds
Life, Critical Illness,
and Disability Insurance
Personal Health,
and Group Insurance
Mortgages:
Referral partner with a mortgage brokerage – Fika Financial

This is where you start your journey

Know your net worth

Your net worth statement is the best indicator of your financial health!  It is a snapshot in time listing everything you OWN minus everything you OWE.  Most people have it in their head, but it's time for you to write it down and start tracking it!

Get the Net Worth Calculator

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We are breaking the mold that says, "You can only work with a financial advisor if you are already rich."

At KV&Co, we are dedicated to building a community of women who are looking to bridge the emotional and practical realities of their finances, and build their wealth. So often this gets discussed in binary terms - you either have an emotional or a practical relationship with your finances. We disagree and create a space for both sides of finances to live together.

Our unique advising practice draws from Karlee’s experience as a Certified Financial Planner and professionally trained life and career coach. In her years as a financial advisor, Karlee has found her niche working primarily with female professionals, young couples, and wealth inheritors.

We could talk about the numeric results we get for our clients all day. We have witnessed amazing results as we have watched our clients grow and achieve their financial and lifestyle goals!

And yet, the compliments we love the most are when our clients leave our meetings with more clarity, confidence, and excitement than when they walked in. We even once had a client say, “Who knew I would ever get excited leaving a budgeting meeting?!?”