OUR TEAM
“While we are centred on a planning-first approach, we believe in putting plans into motion for our clients. That's why our financial services also include plan execution while separating the advice you receive from your investment products. Ultimately, we live at the crossroads of experience, integrity, and trust, putting the clarity you and your family need within reach.”
For a tailored look at your financial picture, we invite you to contact us today.
ABOUT THE TEAM
As an advice-only financial planning firm in Canada, our dedicated team builds lifelong relationships backed by personalized advice. We are driven by our passion for helping our neighbours and their families lead fuller lives with the peace of mind that comes from financial security. Our namesake Parallax is a testament to our diverse team. Our financial professionals provide a mosaic of expert opinions. In turn, we consider every detail, ensuring the optimal financial plan for our clients.
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Jodie L. Stauffer CFP®
FOUNDER/LEAD PLANNER
Jodie is a Certified Financial Planning and entrepreneur at heart. Over the last 22+ years, she has held several management-level financial positions, which include Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Branch Manager, Investment Specialist and Financial Planner. As a businesswoman, mother and wife who has always juggled it all, she knows clients' pressure around money. When it comes to understanding and planning for clients, her life and career experience offer a unique advantage to clients. As an unbiased advice-only financial planner firm, the only product her team sell is their time, their experience and a great relationship.
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Taylor Mitchell
EXECUTIVE RELATIONSHIP MANGER
Parallax welcomes Taylor as our new Executive Relationship Manager. She is enthusiastic about working with the executive team and clients. Taylor brings a wealth of experience in client and paralegal administration from her previous employment at a local law firm. Taylor is dedicated to providing the highest level of service possible. She is exceptionally understanding of individual client needs and understands the adaptability required to contribute to Parallax's client-centered approach. Outside of work, she enjoys going on camping trips with her friends and boyfriend or taking her fur baby to the dog park. She loves traveling the world and has visited countries like Japan, Greece, and Turkey. Currently, she is hoping to visit Hungary next.
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Cory Knott
ASSOCIATE PLANNER
Cory is an Accredited Financial Counsellor and is working towards his QAFP designation. He has over 10 years of experience in real estate and holds his Mortgage Broker license. With his unique and in-depth perspective on the different facets of the industry, Cory chose to continue his interests in finances through financial planning. He's a strong believer in the fee-only approach and providing unbiased and meaningful advice. With a focus on customer experience, he is always searching for the best solutions for his clients. Cory loves to travel and when he’s not working you can find him spending time with his wife and dog or playing sports!
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Kadie Mitchell
NEURODIVERSITY CONSULTANT
Kadie recently joined Parallax as a neurodiversity consultant, bringing a fresh perspective and a deep commitment to fostering inclusive environments and learning for our team and clients. She recently graduated with a diploma in Disability Studies and specialized training in neurodiversity; Kadie is dedicated to implementing strategies that enhance understanding and support among varied neurological profiles. When she is not studying or working, you can find Kadie cuddling with her fur family and spending time with family.
clients@parallaxplaning.ca
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TBA
MARKETING COORDINATOR
Join the team
We are looking for partners to join our growing planning team. If you are looking for a different approach for your clients or a career in Advice- Only Financial Planning, then we should chat.
