Certified Financial Planner Services

At Sapling Wealth & Wellness, our services are structured to lay the groundwork for long-term financial and personal wellness, stability, and growth.

We serve individuals, families, and business owners across Canada (excluding the province of Quebec.)

Olena Keshysheva, CFP®, CIM® | Certified Financial Behavior Specialist® | 14 Years Experience | Serving Clients Across Canada

WELLNESS & COACHING

Financial Wellness & Coaching Sessions

Financial wellness and coaching sessions help you navigate life transitions and big financial decisions by addressing emotional barriers and mental fog, so you can align your choices with your values. By clearing the clutter first, we ensure your financial plan is practical, focused, and tailored to your goals. This approach improves your relationship with money, empowering you to make confident, informed decisions for your future.

SUPPORT TAILORED TO YOU

Fee Only Wealth Planning Services

Personal

Individual

Are you an individual looking to identify and work towards financial goals while improving your relationship with money?

Family

Are you a couple with or without children looking to identify and work towards financial goals while improving communication and your relationship with money?

Retirement

Are you approaching retirement or just looking ahead to make sure your golden years are meaningful, fulfilling, and financially stress-free?

Business

Business Owner

As a business owner, your personal financial goals are tied to the success of your business. We create financial plans that support both your business growth and your personal wealth.

FEE-FOR-SERVICE WEALTH PLANNING

Integrated Wealth Management Services

Stay on track with your financial goals through a strong, supportive relationship and seamless collaboration between us and trusted investment managers, focused on your long-term success.

PROTECTION & PEACE OF MIND

Insurance

Life, Critical Illness, and Disability Insurance

Protect your future with comprehensive Life, Disability, and Critical Illness Insurance tailored to support you and your loved ones when it matters most. Explore flexible coverage options that offer peace of mind and financial security during life’s unexpected challenges.

Have more questions?

Book a 15-min intro call with Olena to find out more about what this work could mean for your relationship with money.