Small Business Spotlight: Advize Agenci
From a single Hamilton office to a growing digital platform, Helena Ferreira is reshaping how her community approaches money, mindset, and legacy. Her Digital Main Street experience played a key role in building the foundation for that growth.
For founder Helena Ferreira, the inspiration behind Advize Agenci began long before her business opened its doors. Born in São Miguel, Açores and raised in Canada, she witnessed firsthand how challenging it can be for immigrant families to navigate financial systems with confidence. Those early experiences shaped her vision for a business that would become more than a tax office — a community hub where money is aligned with mindset, purpose, and legacy.
Today, Advize Agenci empowers both individuals and businesses through the Advize Alignment Method™, offering education, tax and financial planning, and advocacy. What began as a local Hamilton office has since become a growing digital platform with workshops, webinars, and plans to franchise — all rooted in Helena’s mission to help people create stability, build wealth, and leave a meaningful legacy.
Helena participated in the Digital Main Street program early in her entrepreneurial journey — a time when the digital space felt unfamiliar and overwhelming. “I was new to many digital platforms and wasn’t sure how to establish a strong online presence,” she shared. The support she received helped her build essential skills, from understanding digital tools to crafting a strategy that made sense for her business. “The program helped me overcome the roadblocks of not knowing where to start,” Helena added, noting how impactful it was to learn foundational digital skills at such a crucial stage. It also introduced her to the power of social media as a way to educate, connect, and grow — guidance that gave her the confidence to continue building online with intention.
Through Digital Main Street, Helena also recognized that digital adoption is ultimately about connection. She learned how to use online platforms to share financial education, reach new clients, and make her services more accessible. Today, social media is one of her main communication tools, and her website now acts as a centralized space for sharing her approach, booking services, and soon, hosting digital learning.
Looking ahead, Advize Agenci is entering a new chapter focused on growth and accessibility. Helena is preparing to expand into a franchise model while launching online courses and webinars that allow people to access financial education anytime, from anywhere.
A strong digital strategy will continue to support these goals — helping Advize Agenci reach more communities, deepen trust, and offer meaningful financial guidance both in person and online.
To learn more about Advize Agenci and their services, visit their website.
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