FINANCIAL AND INSURANCE PLANNING

“We have been a client of Roxanne’s for the past couple of years and have enjoyed great professional and timely assistance.  Roxanne has always been quick to provide her outlook and advice on our many questions, which in turn builds great confidence in what she is doing for us.”

– Randy S

At Clarity Financial Services I developed a process to move you from uncertainty and apprehension to anticipation & excitement.

A Job, A Career, A Passion

A wise man once told me the difference between a job, a career and a passion – and that few people ever find their passion.  After working in various jobs during my 8 years of university, first at the University of Winnipeg where I completed a Bachelor of Science in 1990 and then at the University of Waterloo for my Doctor of Optometry 1995, I then embarked on a great optometric career for 17 years.  I ran my own practice for over 15 of those years – learned that I truly working with people and running a business.  When opportunity knocks…I got the chance to find my passion!

I’m truly a numbers geek and love strategizing – so financial planning was the perfect fit.  My career years prepared me to tackle plans for business clients and help them navigate the waters. I get to provide for my clients what no one provided for me.  I thought I had planners in my corner – but I really only had sales people.  And there is so much more to planning than just products.  That lead me to creating the C3© Process where I will take you on the path of financial Clarity to that of Confidence and Control in all your financial matters.

As you can tell, I believe education is critical.  Sales courses are the only base requirement in this business – but let’s face it, they aren’t enough.  So I’ve attained both my CERTIFIED FINANCIAL PLANNER® designation and am a Certified Health Insurance Specialist.  Continuing to expand on my education and partnering with other great professionals helps to ensure I keep current.

I’ve found my passion and I love sharing it with you.

Everyone has a dream, how are you going to make yours happen?

Services we offer

The 3C© process

Clarity

Do you understand your finances?

Confidence

Do you have the knowledge to manage your finances?

cONTROL

Peace, Power and Success

Very pleasant to work with! We felt a real personal connection with her. I would recommend Roxanne to anyone who wants a Financial Advisor they can trust!!

– Sean M