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 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

Associate Advisor

Ben is new to the industry, but his enthusiasm and dedication to excellence are already clearly evident, making him a delight to have around the office. He is currently working towards achieving the C...
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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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Our Consultants

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Corrado Tiralongo

Chief Investment Officer, Counsel Portfolio Services

Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services
CIM
 

Supporting the communities within which we work

 

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.

 

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.

 

Along with the national office, eight regional chapters grant magical wishes to children in need from coast-to-coast. Make-A-Wish Canada is an affiliate of Make-A-Wish® International, the largest wish-granting organization in the world, making dreams and wishes come true for more than 480,000 children since 1980.​​​​​​​