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 their three children all year round. He is an active member of his community, involved in several volunteer roles. For over 20 years Arnold and Sharon have attended Gracepoint Community Church.
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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 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 (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.
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 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.