OUR WHY
“When it comes to understanding and planning for clients, our team of business professionals can offer a more specialized experience; giving us a unique advantage.” - Parallax
"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results." – Andrew Carnegie
Why I founded Parallax Planning & Wealth for clients?
With over 22 years of experience in financial management, sales, and leadership, I'm dedicated to providing unbiased financial planning and consulting services to women like myself, their families, and fellow business professionals. My unique blend of expertise and passion, coupled with my ADHD superpowers, enables me to think differently and drive change.
Prior to starting Parallx Planning, I spent four years at the helm of JLS Financial, my original financial planning firm. I gained invaluable insights into our clients' genuine wants and needs. As a financial planner, I view my role as pivotal in helping you chart your financial course and navigate it successfully. I firmly believe that our guidance transcends conventional investment and insurance advice. It's a comprehensive roadmap that weaves together every facet of your financial journey, offering you and your family enduring direction and security for as long as you rely on our expertise.
While Parallax is centred on a planning-first approach, we believe that putting plans into motion for our clients is what sets us apart. Our ongoing and long-term financial services always include plan execution while keeping the advice you receive independent of the investment products you need. Ultimately, we live at the crossroads of experience, integrity, and trust, putting the clarity you and your family need within reach.
"At our core, we're fueled by a burning passion for empowering our neighbours and their families, guiding them toward a life filled with abundance and the rock-solid confidence that comes with financial security.
Just as our name, Parallax, suggests, we're not your typical financial team. Our diverse array of top-notch professionals brings together a kaleidoscope of expertise and viewpoints. We leave no stone unturned, meticulously examining every detail to craft the perfect financial plan for each and every one of our valued clients. Your financial dreams, our dedicated mission!"
Why I joined Parallax Planning & Wealth?
As someone who has ADHD myself, I know firsthand how hard navigating what we ADHDers would consider a ‘normal life’, especially when it comes to money and financial responsibility.
When Jodie explained how Parallax does things differently and tailors its strategies to align with how individuals process information differently and make decisions, it clicked on why someone like myself would want to be a part of a company like this. We know it can be challenging to stay consistent and motivated, so we provide empathetic guidance while empowering you to make informed decisions about your money in a way that makes sense for you. For me, this is more than just a job in the world of finance; it's about partnering with a team that understands the unique challenges of ADHD and uses that knowledge to help ADHDers who need help but may not know where to begin. For anyone struggling to navigate the complexities of personal finance due to their own personal struggles with ADHD, Parallax is the place for you.
While we are centered on a planning-first approach, we believe in putting plans into motion for our clients. That's why our financial services also include plan execution while separating the advice you receive from your investment products. Ultimately, we live at the crossroads of experience, integrity, and trust, putting the clarity you and your family need within reach.
For a tailored look at your financial picture, we invite you to contact us today.