


"What I admire most is Jessica's relentless driveββnoβ is simply not in her vocabulary when it comes to helping her clients succeed. Whether itβs finding solutions, restructuring financial plans, or simply offering sound advice, she makes things happen.
I trust her fully, and I would recommend her with my eyes closed to anyone looking for real financial guidance. She is not only an expert in her field but also a kind, reliable, and an incredibly trustworthy person."
βJen Turcious, Client
"As a retired lawyer and real estate investor I am always watching for attention to the importance of not just detail, everyone talks about that; I pay attention to the substance, depth, and quality of execution of the tasks at hand. Jessica does all three with brilliance."
βArnold Fine, B. Comm JD
Whether you're building your team or becoming the next one in the chair, The Box was made for you β with real experience, real structure, and a whole lot of heart.
A Finance Manager is responsible for structuring deals, securing loan approvals, presenting finance and insurance products, and ensuring all paperwork is legally compliant and accurate. They're the closer β working directly with customers and lenders to finalize vehicle purchases and boost dealership profitability.
Top-performing Finance Managers in Canada routinely earn $150,000 to $200,000+ per year, depending on dealership volume and skill. The position is one of the most profitable roles in the store β and The Box Method is built to help you step into that seat.
Yes! The Box Method is designed for beginners and experienced dealership staff alike. If youβre new to the industry, weβll walk you through everything from credit basics to deal structuring. If you already work in sales or support, this is your next step forward.
Youβll be trained on real industry platforms, including:
Dealertrack (Canadaβs leading finance portal)
Equifax & TransUnion (the two national credit bureaus)
Plus, you'll learn how to navigate lender guidelines, present product menus, and build strong bank relationships.
To start, The Box Method will be offered as a live cohort program with virtual sessions led by Jessica Ward. This allows you to get real-time feedback, ask questions, and simulate actual deal scenarios.
Recordings and resources will also be available for review at your pace.
This program is built to fill the gap between where you are and where you want to go. If you're a Sales Consultant, BDC Rep, or Receptionist whoβs been eyeing the finance office, this course will give you the skills and confidence to transition into the role β and show your leaders you're ready.
Yes. Graduates will receive a certificate of completion, which you can present to potential employers or dealership leadership. We also provide coaching on how to position your new skills during interviews or internal promotions.
Absolutely. Dealer Principals and GMs are encouraged to use The Box Method as a streamlined way to develop internal talent without pulling current Finance Managers off the desk to train others.
The investment for The Box Method will be announced on launch day β but know this: for a role that pays six figures, the training will be priced as an accessible, high-value career accelerator.
A Finance Manager is responsible for structuring deals, securing loan approvals, presenting finance and insurance products, and ensuring all paperwork is legally compliant and accurate. They're the closer β working directly with customers and lenders to finalize vehicle purchases and boost dealership profitability.
Top-performing Finance Managers in Canada routinely earn $150,000 to $200,000+ per year, depending on dealership volume and skill. The position is one of the most profitable roles in the store β and The Box Method is built to help you step into that seat.
Yes! The Box Method is designed for beginners and experienced dealership staff alike. If youβre new to the industry, weβll walk you through everything from credit basics to deal structuring. If you already work in sales or support, this is your next step forward.
Youβll be trained on real industry platforms, including:
Dealertrack (Canadaβs leading finance portal)
Equifax & TransUnion (the two national credit bureaus)
Plus, you'll learn how to navigate lender guidelines, present product menus, and build strong bank relationships.
To start, The Box Method will be offered as a live cohort program with virtual sessions led by Jessica Ward. This allows you to get real-time feedback, ask questions, and simulate actual deal scenarios.
Recordings and resources will also be available for review at your pace.
This program is built to fill the gap between where you are and where you want to go. If you're a Sales Consultant, BDC Rep, or Receptionist whoβs been eyeing the finance office, this course will give you the skills and confidence to transition into the role β and show your leaders you're ready.
Yes. Graduates will receive a certificate of completion, which you can present to potential employers or dealership leadership. We also provide coaching on how to position your new skills during interviews or internal promotions.
Absolutely. Dealer Principals and GMs are encouraged to use The Box Method as a streamlined way to develop internal talent without pulling current Finance Managers off the desk to train others.
The investment for The Box Method will be announced on launch day β but know this: for a role that pays six figures, the training will be priced as an accessible, high-value career accelerator.