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

Learn More

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...

Learn 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.

Learn More

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.

BOOK A FREE CONSULTATION

Meet Our Team

Cody Boekestyn,

Financial Advisor

Ayla De Grandpré, Communications & Marketing Specialist

Learn More

"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.