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 fin...
Ben has been a valued member of the Visionvest team since 2016, bringing a strategic and forward-thinking approach to financial planning. As a Chartered Financial Analyst (CFA...
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 i...
Lorrainne joined our Visionvest team in 2011 as Executive Assistant and has over 25 years of experience in financial services in positions such as Licensed Assistant and Branc...
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 story (in his own words) of how he came to be in the industry can be read by clicking here.
Arnold holds the internationally recognized designation of Certified Financial Planner (CFP®), is a well-respected public speaker and a columnist with the Light Christian Magazine. With many years’ experience, he has both the qualifications and the expertise to help you achieve your financial goals. He is well equipped to advise in a large array of areas including insurance, investment needs, gift planning, retirement income planning and much more.
When he’s not working, Arnold enjoys skiing in the winter, touring on his motorcycle in the summer, and spending time with his wife Sharon and keeping in touch with their three adult children. He is an active member of his community, involved in several volunteer roles, including his current involvement as a director at Abundance Canada (formerly the Mennonite Foundation of Canada). He has sat on many boards often in a treasurer role. For the past several years Arnold and Sharon have attended White Rock Community Church.
For a list of recent Light Magazine articles written by Arnold click here.
*Insurance products available through Visionvest Financial Planning & Services Inc.
Ben has been a valued member of the Visionvest team since 2016, bringing a strategic and forward-thinking approach to financial planning. As a Chartered Financial Analyst (CFA®) charterholder, Ben holds the most respected designation in the investment industry globally - demonstrating expertise in advanced portfolio management, wealth planning, and investment analysis. This credential, combined with his hands-on approach, allows him to help clients develop tailored solutions that meet their financial goals and navigate complex decisions with confidence. Ben also holds the internationally esteemed Certified Financial Planner (CFP®) designation.
Ben specializes in working with families to build financial security, accumulate wealth, and protect against unexpected risks. Whether it’s setting up an education or disability savings plan, optimizing investment portfolios, or creating a comprehensive retirement strategy, Ben ensures his clients are supported every step of the way with clear, personalized guidance.
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 manage your money and your experience with us.
Sharon is an avid reader and enjoys skiing in the winter. She is also an active volunteer in several organizations in the community.
Lorrainne joined our Visionvest team in 2011 as Executive Assistant and has over 25 years of experience in financial services in positions such as Licensed Assistant and Branch Administrator.
In addition to keeping up on all new procedures and best practices, she also effectively manages client inquiries, administration on portfolios, meeting preparation, and scheduling. Her dedication and genuine care ensure that she provides exceptional service and an inviting atmosphere for every one of our clients.
Lorrainne likes to spend her free time with her husband and two children.
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.
Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.
Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!
We also made 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 are always rewarding.