About Us
We are a financial literacy business
that helps you define what wealth means to you
and implement a strategic plan to get you there...
Our Mission
Our mission is to help families like yours experience less financial anxiety and feel empowered in your financial decision-making by:
1. Connecting you with easy-to-understand financial information
2. Providing you with a free financial plan and transparent advice that takes into account your unique values and goals for wealth
3. Helping you implement your personalized plan through our services, getting you one step closer to your goals.
Our Values
At Obsidian Financial, our values are the compass that guides us in our mission to empower families with a mindful approach to finances. They're what fills up our cup. We centre our efforts around the following core principles:
1. Mindful Financial Freedom:
We champion a mindful approach to finances that is not about restriction. For us, it's about understanding your values and aligning your spending with what truly matters to you. Financial freedom is not about limitations; it's about intentional choices that enhance your quality of life.
2. Unwavering Transparency:
Transparency is the cornerstone of our relationship with you. We commit to providing clear, honest, and understandable explanations for every financial decision. In a complex financial landscape, we strive to demystify concepts, ensuring you comprehend the "why" and "how" behind your financial strategy.
3. Family-Centric Focus:
Family is at the heart of everything we do. We recognize the profound impact of financial planning on the well-being of your loved ones. Our commitment to family goes beyond numbers, driving us to tailor financial plans that safeguard your family's future and provide the quality of life they deserve.
4. Environmental Stewardship:
We are dedicated to the well-being of not only families but also our planet. We pledge to donate at least 1% of our profits to the Nature Conservancy of Canada. This reflects our deep love for nature and our responsibility to contribute to the preservation of our planet for future generations.
Meet the Team
Cody Boekestyn PFP,
Financial Advisor & Owner
Have you ever lost sleep thinking about an unexpected expense? Or do you wish for a swift escape every time the conversation turns to money among friends? Life is busy and the future is unpredictable. When the world of finance often feels like an intentionally misleading maze, we can feel paralyzed by indecision, not knowing if we're moving in the right direction, getting closer to our goals. If you've experienced any of these, you're not alone.
I joined the financial industry in 2016 and quickly realized that money anxiety is far more common than you would expect. Completing coursework in 2018, I currently hold my Personal Financial Planning (PFP) designation with the Canadian Securities Institute. A now longtime passion of mine is breaking down and simplifying finance through education. My mission is to make sure that you understand your own finances, empower you to make the right decisions for you and your family, and to feel confident about where you are and where you're headed.
With a focus on insurance, I specialize in crafting personalized financial strategies that will get you closer to your goals. Whether you're working towards a milestone, want piece of mind with your financial situation, or an advisor for building and funding your retirement lifestyle, my job is to provide you with a comprehensive plan that will meet your unique needs. Getting you what you want out of life is a big part of how I get the most out of mine.
Outside of the world of finance, you'll likely find me on the golf course or tackling weekend warrior endurance challenges around the sunny Okanagan. My passion for golf, fitness and adventure mirrors my dedication to helping you navigate the financial landscape. Much like mastering a golf swing or conquering an ultra-marathon, financial success is about mastering anxieties, making calculated decisions, and adopting a long-term perspective.
Let's get the conversation started today. Contact me for a quick conversation about your goals, and let's chat about how I might be able to help you achieve them.
Obsidian Financial partners with Serenia Life Canada to provide you with financial solutions. For more information about Serenia Life
cody@obsidianfinancial.ca |
Ayla De Grandpré
Marketing and Communications Specialist
I’m not your typical marketing and communications specialist. With multiple diverse degrees in literature, sustainability, and community engagement, I have crafted a unique skillset that allows me to distill complex concepts (like the ones we find in the financial industry) into bite-sized and understandable morsels, just for you.
My role here at Obsidian Financial is not just about disseminating information. It’s about crafting compelling narratives that resonate and are helpful in propelling you on your unique financial journey. Whether it’s curating compelling and helpful financial literacy content for you on our ever-growing blog, or connecting you with financial experts like Cody, I am here to help you demystify the nuances of the financial industry, and help you feel inspired to take informed action towards your goals.
In essence, my role is all about fostering a sense of clarity, confidence, and connection in your financial decision-making process.
When not behind my keyboard delivering these messages to you, you might find me teaching yoga at my local studio, taking photos of the beautiful Okanagan landscape, or experimenting with new recipes to feed my loved ones.
Feel free to reach out to me for any questions, insights, or to explore resources that may or may not exist on our website!
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.
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