About
Canadian Fee-Only Financial Planner
A healthy relationship with money is synonymous with lasting well-being. We can get you there.
Mental Wealth Meets Financial Stability
We help clients navigate life changes, take control of their financial wellness, and build the foundation for lasting stability and wealth.
Our work starts by looking beyond a client’s current financial situation to examine their strengths, challenges, and overall beliefs, objectives, and life goals, and then charting a customized path to get them there.
This is anchored in the principles of financial therapy, which addresses our attitudes and beliefs about money for lasting changes and long-term fiscal success.
Our Approach: Independent, Client-Centered, Conflict-Free Advice
We are committed to offering planning and guidance that is entirely free from the influence of any financial organization. Our lack of affiliations with external companies ensures that there are no potential conflicts of interest. As a result, our advice is consistently grounded in what benefits you, your financial plan and your investments the most, without any external pressures.
We serve clients throughout Canada, employing a virtual method to enhance convenience and accessibility for all.
Meet Our Financial Planning Team
Lena Keshysheva
BCom, CFP®, CIM®
Founder & Financial Planning Director
Lena brings 13+ years of experience in the financial services industry along with a passion for financial therapy to her work. Her holistic approach and commitment to ethical practices allow her to provide truly client-centered financial planning designed to for mental wealth and wellness.
Lena at a Glance
- Founder of Sapling Financial Planning
- Holds both CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Investment Manager® (CIM) designations
- Extensive background across multiple financial planning areas including investments, retirement planning, estate planning, business planning, and insurance planning
- Currently pursuing a Financial Therapy Graduate Certificate at the University of Kansas
- Trauma-informed approach, shaped by my own healing journey from complex PTSD and recognizing the profound impact mental wellness has on finances and overall quality of life
- Dedicated to providing transparent expert advice ethically through a fee-only payment model
- Passionate about guiding clients through various life stages with personalized strategies
- Based in Port Moody BC and Powell River BC
- Practices the same life balance she recommends to her clients by:
- Spending time with her husband, three amazing kids, and two dogs
- Enjoying outdoor activities like boating and hiking
- Reading — often three books at once
Chantal Rodrigue
BSc
Financial Planning Associate
Chantal brings a wealth of experience and diverse expertise to the team, and specializes in the development of efficient systems and exceptional customer service. Her diverse background and genuine passion for service allow us to focus on what matters most – your financial journey.
Chantal at a Glance
- 15+ years of client-centric experience in professional service environments
- Efficiently and compassionately juggles communications, emails, and operations
- A strong analytical and financial services skill set augmented by recent data science training
- Leverages in-depth attention to detail developed during her previous career as a fossil preparator and scientific illustrator
- Excels at simplifying complex processes for a seamless financial planning experience
- Balances her professional dedication with an active lifestyle including:
- Mountain biking and trail running
- Spending time with her wife and dogs
- Making the most of the adventure and beauty found in qathet’s coastline and mountains
Andrew Cisakowski
MSc Economics
Part-Time Financial Planning Associate
Andrew brings a unique blend of financial expertise, business acumen, and analytical thinking to the team. With experience in financial services, entrepreneurship, and economics, he applies a strategic and data-driven approach to financial planning.
Andrew at a Glance
- Experience in group benefits and financial services, having worked with Manulife Financial and Sales Talent Agency
- Business owner with firsthand knowledge of the financial needs of entrepreneurs and small business owners
- Strong analytical and economic expertise backed by a Master of Science in Economics from the University of Oregon
- Goal-oriented and disciplined, honed through completing multiple marathons, including the Boston Marathon
- Balances his professional focus with an active lifestyle, including:
- Practicing yoga, with extensive training in Mysore, India
- Playing classical piano, combining technical precision with creativity
- Embracing qathet’s natural beauty through endurance sports and outdoor pursuits
- Raising three children
Be the Change: Get Involved with Our Help a Client in Need Program
The Help a Client in Need serves individuals and families that will greatly benefit from Sapling Financial Planning’s financial stability and personal wellness support, but are not able to afford our services.
It may seem like an impossible situation — but it’s not. That’s all thanks to the support of our generous community of clients who choose to donate part of their financial planning fee to those who need it the most. Usually, just 3 to 4 clients, along with our volunteer time, can make an impactful change in someone else’s life.
Our Community
We’re proud to be part of the Financial Planning Association of Canada and to have strong relationships with professional associations, investment managers, counselors, and other complimentary wellness professionals nationwide.
