Providing you with transparent financial advice to fund your life...
At Obsidian Financial, we’re here for families like yours - making the world of money more approachable and empowering you to start crafting your unique way to wealth, today.
Services Tailored to Your Needs
Financial Consultations
A Financial Needs Analysis (FNA) is a complimentary service that shows you where you are financially, what you are doing well, and where you could use help. This is the first step to achieving your definition of wealth.
Make sure you have your financial "ducks in a row"
Uncover or discuss your financial goals
Create a tailored plan to take action to achieve your goals
Family/Income Protection
Based on your Financial Needs Analysis, we may find that your family and/or personal income needs protection, otherwise known as insurance. Insurance strategies will ensure that your household is protected against life's unexpected events.
Term life insurance
Whole life insurance
More...
Investing
We offer 2 main ways to invest: (1) Wealth Building and (2) Cashflow-planning
Wealth Building Strategies get you set up with registered account and investment vehicles to systematically build your wealth over time in a way that fits your personal goals. These products are great for families earlier in life.
Cash Flow Planning is typically best for those of you who are closer to retirement or have experienced a life event (like selling a business) that requires you to look at how the next chapter of your life will be funded.
What will working with us mean for you?
Confidence that you’re working towards your wealth goals
No more money anxiety keeping you up at night. We’ll cut through confusing financial terms and concepts, making sure that you understand and feel empowered in your financial decisions.
A tailored financial plan made just for you and your family
We’ll work through what wealth means to you and show you steps that can be taken to get you there. We understand your definition of wealth is unique, and so should your plan.
On-going support to adapt to the changes in your life
We’re here to support you over the long term. As your life changes, so do your financial needs.
Secure your financial future.
Click below to book your FREE consultation.
Meet Our Team
Cody Boekestyn,
Financial Advisor
Ayla De Grandpré, Communications & Marketing Specialist
"Working with Cody has been nothing short of fantastic. He's down to earth, knowledgeable, and explains concepts in a way that I can understand. Unlike previous experiences with financial advisors, I can genuinely say I feel more comfortable and confident in my retirement future ever since I started working with him..."
- Mark, Obsidian Financial Client
Our Location and Where We Work with our Clients
We’re currently situated in the beautiful city of Kelowna, British Columbia. We work with people like you who live in British Columbia, and Ontario, Canada. Most of our appointments take place virtually, however we may be able to meet with you in person if you live in the Kelowna area.
Our Blog
How Much Does Life Insurance Cost in Canada?
Answers to your burning question "how much is life insurance?" without all the high-pressure sales pitch. Learn about 3 common types of life insurance, and how companies are calculating your insurance... ...more
Finances 101
April 01, 2024•6 min read
Should I Manage my Own Money? 3 Considerations to Decide if You Should Manage Your Own Money
3 considerations to decide if you should manage your own money: lifestyle and goals, liability, and your emotional response to money. ...more
Mindful Money
March 01, 2024•6 min read
Can I Afford That? 3 Principles for Spending and Saving
Discover your money values, why you're not spending on the things that matter, and easy guiding principles for reprogramming your “money responsibility” dialogue ...more
Mindful Money
February 24, 2024•8 min read
Do I Really Need Life Insurance? Understanding Your Insurable Interests
What’s an insurable interest? 4 Common Types of Insurance Interests and how to tell if you have one. ...more
Finances 101
February 12, 2024•8 min read
Do RRSPs Get Good Returns?
Do RRSPs get good returns? Do RRSPs gain interest? What is an RRSP, anyway? How do you choose the right component for your RRSP? ...more
Finances 101
January 31, 2024•5 min read
How Thinking About Your Death Can Make Your Life Better: 3 Ways to Practice Memento Mori in Your Finances
Understanding Memento Mori, Practicing Memento Mori: Life as if you have One Week Left To Live, Practicing Memento Mori in Life, 3 Ways to Practice Memento Mori in your Finances ...more
Mindful Money
January 24, 2024•8 min read
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