Meet your Visual Planning Team

Why we value visuals?

We are clients ourselves and we struggle with other companies who use too many words, too many pages and too little graphics. Why are most companies oblivious to the needs and wants of their customers?

People are primarily visual learners. There is nothing like a visual plan we can see, touch, and reorganize. In a meeting with a shared visual, there is less misinterpretation of the goals and quicker attention to items that do not work or are not understood. We also have found that these visuals used in follow up meetings bring everyone up to speed much more quickly. We are determined to combine all the important elements into a one-page visual for you!


Stefan

Financial Coach, B.A. Psych., B.E.S. Architecture, Gallup - Certified Strengths Coach
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Stop beating yourself up about money, as I once did! I take the time to redesign something I don't understand into something everyone can understand. That is my passion! My education in psychology, architecture/design, & computer tech has inspired me to shake up the industry with simple, visual creative plans.

FUN FACT: From lego to my own house, I am an avid builder of things.

Russell

Financial Coach, CFP, B.Sc., M.Ed
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I help people make more money while living the life they want and I want you to achieve this success with less worry! I have 30 years of financial planning experience and 20 years of entrepreneurial coaching experience. I find great satisfaction in being a part of a client's growth both financially and personally.

FUN FACT: aka Mr. Happy Heart! I wrote my first book about personal fulfillment: "Twenty One days to a Happy Heart"

Chantal

Visual Planner and Project Facilitator
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I'm an up and coming Financial Planner. I graduated from Sheridan College and am currently writing my exams to fulfill my financial qualifications for Certified Financial Planner and Insurance License LLQP.

FUN FACT: I am also a crafter, cat-mom and the best aunt ever!

Erin

Graphic Designer
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I have a passion for making communication simple and comprehensive. I had an ‘aha, I finally get it’ moment when I received my first ‘visual’ plan, and I now work with the Visual Wealth team to build and enhance these visual plans to help you understand your finances. Pass it on!

FUN FACT: I am always looking for adventure through travelling, fostering rescue dogs and developing new business ideas.