Meet the Team Behind Parallax
At Parallax Planning & Wealth, we believe financial confidence comes from understanding people—not just numbers. We combine technical expertise with behavioural financial planning to create strategies that fit your goals, values, and real life. Our mission is simple: help people build financial confidence through practical advice they can actually follow.
Our Values
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Human First
Every recommendation begins with understanding your goals, values, and circumstances.
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Curious & Collaborative
We ask thoughtful questions, challenge assumptions, and work alongside you to find the right solutions.
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Practical Progress
Financial plans should be realistic, sustainable, and built for real life—not perfection.
Ready to Build Financial Confidence?
Every financial journey starts with a conversation. Whether you're navigating a major life decision, planning for retirement, managing a growing business, or looking for a strategy that actually fits your life, we're here to help.
Meet Jodie Stauffer, CFP®
Founder & Financial Planner
Jodie created Parallax because she saw too many people receiving financial advice that looked great on paper but didn't work in real life.
With more than 20 years of experience, she combines technical planning with behavioural finance to help professionals, entrepreneurs, families, and neurodivergent individuals create financial systems they can actually maintain.
She believes financial planning should create freedom—not friction.
CFP® Professional
Behavioural Finance Specialist
ADHD Advocate & Coach
Speaker & Podcast Host
Why Clients Trust Parallax
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20+ Years of Experience
Helping Canadians navigate life's financial decisions.
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Behavioural Financial Planning
Planning that works with how people actually think, feel, and make decisions.
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Client-Centred Guidance
Every recommendation is tailored to your goals, values, and real life.