About
Independent Canadian Fee-For-Service Financial Planning & Wealth Coaching
Money and well-being are deeply connected. Let’s work together to bring yours into alignment.
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 Advice
We are committed to providing financial planning and guidance that is rooted in integrity and free from institutional bias.
Our advice is always guided by your best interests, not sales quotas or external pressure. Our priority is to ensure your financial plan aligns with your values, goals, and long-term well-being.
We serve clients across Canada through a fully virtual approach, making expert guidance accessible and convenient, no matter where you are.
Meet Our Financial Planning Team
Olena Keshysheva
BCom, CFP®, CIM®
Founder & Financial Planning Director
Olena 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.
Olena at a Glance
- Founder of Sapling Wealth & Wellness
- Holds both CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Investment Manager® (CIM) designations
- Extensive background across multiple wealth 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 or a fee-for-service 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
Andrew Cisakowski
MSc Economics
Operations and Client Services
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 who will greatly benefit from 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.
