About Us

Dr. Moira Somers is a psychologist, consultant and family enterprise advisor. She specializes in the psychology of money and in the many ways it influences people's decision-making, relationships and well-being. Her clients include individuals, family businesses, financial firms and community agencies.

In her consulting practice, Dr. Somers trains advisors on matters pertaining to the personal side of money.

Her teaching and research interests include broader design and structural issues affecting investing, financial follow-through and equitable access to capital. Although Canada is her home, her client base is international. She is the Chair of the Family Advisor Relationships Domain for the Ultra High Net Worth Institute, and a faculty member at the Financial Transitionist® Institute.​

Dr. Somers is a keynote speaker and writer for many conferences, podcasts and publications. She is the author of two books: Advice that Sticks: How to Give Financial Advice that People Will Follow and the forthcoming The Fault Lines of Finance: Understanding and Preventing Financial Misconduct.

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To learn more about her services, check out the websites Money, Mind and Meaning and Blackwood Family Enterprise Services.

Philippa Hann is an author, keynote speaker and a leading voice on ethics, integrity and decision-making in financial services.

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Before becoming CEO of award-winning, employee-owned Paradigm Norton Financial Planning, Philippa spent 20 years at the forefront of financial services litigation. As an equity partner and Head of Litigation at a major law firm, she acted both for and against financial institutions, leading complex claims arising from fraud, negligence and systemic misconduct. Her work representing British Steel pensioners took her to the UK Parliament, where she gave evidence to the Public Accounts Committee about the regulation of financial advice and contributed to the UK’s All Party Parliamentary Group on Fair Business Banking’s report into compensation and redress schemes.

Those experiences left Philippa with a compelling question: why do good people do bad things—particularly with other people’s money?

That question inspired The Fault Lines of Finance, co-authored with neuropsychologist Dr Moira Somers. Drawing on gripping real-life cases, behavioural science and decades of professional experience, the book explores the hidden psychological pressures and organizational forces that can pull decent people away from their values.