About Us

Our Team

 

 

Visionvest Financial Planning & Services Inc. is a White Rock-based financial advisory firm owned and operated by Arnold Machel since 1995. At Visionvest Financial Planning & Services Inc. it is our commitment to provide sound financial planning and investment advice you can trust. At Visionvest our mission is simple: to effect positive change in the financial lives of our clients.

 

Our Commitment to You

  • We will invest your money as carefully as we do our own.
  • We will care about your hopes and dreams and will help you make them come true.
  • We will tell you the plain unvarnished truth all the time, even when you don’t want to hear it.
  • We will take great pride and will value the trust you place in us.
  • We will help you “Invest with Vision”, by planning and investing in a purposeful manner, rather than reacting to short term market noise
  • We will use sound, creative strategies as appropriate to effect positive financial change in your life.

 

 

 

Arnold Machel

Certified Financial Planner

When Arnold entered the financial industry in 1995 it became his goal to “effect positive financial change in the lives of his clients”. Arnold’s Core Beliefs (relating to financial matters) and his s...
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Ben MachelQAFP

Financial Advisor

When Arnold entered the financial industry in 1995 it became his goal to “effect positive financial change in the lives of his clients”. Arnold’s Core Beliefs (relating to financial matters) and his s...
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Sharon Machel

Office Manager

Sharon’s accounting experience and her studies in the Certified General Accounting (CGA) program make her the ideal candidate to set up and maintain the many systems we have in place to monitor and ma...
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Lorrainne Kennedy

Executive Assistant

Lorrainne has over 20 years of experience in the banking and financial services industry in many roles from client service to branch management. She is a long term member of our team. Her exceptional ...
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Supporting the communities within which we work

At Visionvest, we believe in the value of philanthropy. Whether the need is at home or abroad we understand the value of thankfulness, appreciation, and giving back. All of us living here in Canada are blessed to live in one of the most stable, safe, and wealthy countries on the planet during one of the most stable, safe, and wealthy times in history. There are very few who have (or have had) it better than us. Ever! And so, we give back and we encourage you to do so as well. Below are some of our favourite charities…

 

The Machel Family Charity Fund

The Machel Family Charity Fund (administered by two Donor Advised Funds: Abundance Canada and the Strategic Charitable Giving Foundation) is a charitable fund dedicated to providing opportunities to the under-privileged in all walks of life, by using the following 5 guiding principles…

  1. Teach a man to fish, then leave a legacy by teaching his kids to fish. While funds may be provided for relief from time to time, it is preferred to fund organizations that we believe will have a significantly long-term and sustainable impact towards the elimination of poverty and homelessness.
  2. Get a great bang for our charitable bucks. Fund programs and organizations that make their funding dollars stretch. Where appropriate, strive to take advantage of matching programs.
  3. Think long term. Don’t use band-aid solutions but get to the core and put the focus on working with the younger generation wherever possible.
  4. Focus on relative need. For example, we believe that employment-skills training has greater value for under-privileged kids than dance lessons. Not that there’s anything wrong with dance lessons. That’s just not our focus.
  5. Aim for perpetuity. While the foundation may elect to make payments of principal from time to time under certain circumstances, the intent is to provide funding on a perpetual basis and at the very least for no less than 10 years.
 

Strategic Charitable Giving Foundation A Donor Advised Fund (DAF), the Strategic Charitable Giving Foundation was created to seek sources of gifts to fund a program of grant-making to qualified donees, other than private foundations. It is dedicated to helping donors increase and sustain their charitable giving to qualified organizations across the country.

abundance canada

Abundance Canada is a faith-based public foundation. Since 1974, they have helped Canadians to fulfill their philanthropic goals at every stage of life with a customized Generosity Plan™.

Ratanak International As a Christian Charity, we believe that there is hope, even amidst the darkness of human trafficking and exploitation in Cambodia. We are working with Cambodians to restore those robbed of freedom and protect the vulnerable. Together, we see a future where every Cambodian can live in hope, freedom, and dignity.

Hope International Development Agency

Hope International Development Agency exists to improve the supply of basic human necessities for the neediest of the developing world through self-help activities, and to challenge, educate, and involve North Americans regarding development issues.

 

effect: hope is a Christian mission that connects like-minded Canadians to people suffering in isolation from debilitating diseases. Through this connection, supporters are able to bring the cure and ongoing care to people struggling with disability and stigma. effect: hope’s work restores those affected to a welcome place in their community.  

 

Plan International Canada is a member of a global organization dedicated to advancing children’s rights and equality for girls. We have been building powerful partnerships for children for over 80 years and are now active in more than 70 countries.

 

Food for Hungry is a Christian non-profit organization dedicated to ending poverty - one community at a time. With partners like you, FH walks alongside the most vulnerable communities throughout the developing world as they strive toward sustainability. Recognizing that each community faces unique challenges as well as advantages, FH is committed to an integrated, holistic approach to development including priorities such as agriculture, education, health, and gender equality.

 

Huntington Society of Canada: Family is at the heart of our community. Our families and volunteers tell a powerful story of caring people who pull together to improve the quality of life for Canadians impacted by Huntington disease (HD). HD is a fatal hereditary brain disorder with devastating effects on both the mind and body. It is like having the symptoms of Alzheimer’s, Parkinson’s, and ALS all in one disease.

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Perhaps the most significant effort we undertake is the community development project in Honduras with The Carpenteros & Friends.

We also make countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts is always rewarding.