Jodie L Stauffer, CFP®

Wealth Planner & CEO

At just  23 years old, Jodie was recruited from her retail sales jobs to work for one of today’s largest Wealth Management firms. At the time, she was newly married, had a young daughter to support and knew very little about financial planning, mutual funds, stocks, bonds, insurance and risk management. She quickly discovered her love of working with money and finance, but what she loved most was educating clients, getting to know them and their families and their long term goals.  Over the last 22 years, Jodie has strived to find the balance between what clients want in financial advice and how the industry delivers the advice. She has held a number of management level financial positions which include Financial Advisor, Regional Sales & Training Manager, Insurance Advisor,  Bank Branch Manager, Investment Specialist and Financial Planner.  

 ​When it comes to understanding and planning for clients and business partners, Jodie’s vast financial industry experience offers a unique insider’s advantage of how traditional financial and wealth planning is delivered. As an unbiased financial planning specialist, Jodie takes her fiduciary duties very seriously, which is evident in the fact that her focus and loyalty always remains with her clients regardless of the financial vehicles they use to build wealth.  She currently holds a Certified Financial Planner® Designation from FP Canada and adheres to FP Canada Standards Council’s Standards of Professional Responsibility, including a Code of Ethics, which mandates that CFP professionals always place their clients’ interests first.    

 Despite her passion for everything business and financial planning, Jodie loves to be spontaneous and travel without any plans in place. Her ideal vacation is a road trip with her husband, their two dogs and an old school map in hand. She enjoys spending time with her adult daughters, hiking with her family in the rocky mountains where she grew up and playing roller derby.

Jodie L Stauffer, CFP®

Jodie L Stauffer, CFP®

Wealth Planner & CEO

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