Sapling Financial Planning

Objective Financial Advice

Our Team

Lena

Lena Keshysheva, BCom, CFP®, CIM®

Financial Planning Director

With over thirteen years of experience in the financial service industry as an investment advisor, I have had the opportunity to wear multiple hats, including that of a financial advisor and insurance broker. Over the years, I worked with a few large Canadian brokerage firms. However, when providing financial planning services under large companies, there are several challenges that one may encounter, including conflicts of interest, sales-driven compensation structure/environment, and doubts about the objectivity of advice. I’ve had difficulties fitting in with these corporate cultures and in 2024, Sapling Financial Planning was formed.

As an industry expert, I believe fee-based or commission-based compensation structures, where you co-mingle investment planning and financial planning fees, are frequently not ideal. Under such old-school models, many clients overpay and receive minimal services. After much contemplation, I decided to switch to a professional fee compensation structure, primarily driven by my values of fairness, honesty, integrity, and complete transparency.

In 2020, I completed my Certified Financial Planner (CFP®) designation, followed by my Chartered Investment Manager (CIM®) designation in 2023. I have garnered vast experience in financial planning and investment management, which I strive to utilize to help my clients transition seamlessly through different life stages.

My passion for studying human behaviour led me to enroll in the Master of Arts in Counselling Psychology program at Yorkville University. It has allowed me to better serve my clients by understanding their values and motivations. During my bachelor’s degree program at UBC, I completed two options, Finance and Human Resource Management.

On a personal note, my other role is motherhood. I have three children: a boy and two girls. We like to hike, boat, travel, and sing karaoke. We moved to the beautiful qathet region, BC to reconnect with each other and nature. We still return to our community where we moved from, in Tri-Cities, every few weeks to visit our friends and family.

Chantal Rodrigue

Chantal Rodrigue

Financial Planning Associate

As a financial planning associate, I bring a wealth of experience and expertise to the team, specializing in the development of efficient systems and exceptional customer service. My primary focus is on streamlining operations in the backend, handling emails, and providing crucial support to ensure seamless client interactions. By managing these essential tasks, I help Lena dedicate her full attention to guiding clients through their financial journey with confidence and care.

With over 15 years of hands-on experience in customer service, I have honed my skills in communication, problem-solving, and client relations. This extensive background equips me with the ability to anticipate and address the needs of our clients effectively, fostering lasting relationships built on trust and reliability.

My academic background in biology and ecology, coupled with my previous role as a fossil preparator and scientific illustrator, underscores my versatility and adaptability. It reflects my commitment to continuous learning and growth, as evidenced by my recent completion of a data science bootcamp. Embracing challenges head-on, I am driven by a passion for acquiring new skills and leveraging them to drive meaningful outcomes.

Beyond the professional realm, I find joy and fulfillment in various outdoor activities. Whether it’s exploring the scenic trails on a mountain bike, going for a run with my wife and dogs, or immersing myself in the rejuvenating embrace of the ocean, I am deeply connected to the natural world. Living in qathet, surrounded by the breathtaking beauty of the ocean and mountains, provides the perfect backdrop for pursuing my passions and finding balance in life.”

Let's Talk

Everyone has a different goal and need, that’s why there is no one-size-fits-all! We are happy to discuss your goals and help you reach them. We offer a complimentary 15-minute consultation call as well as a one hour discovery call, at no cost to you.