Financial By Design Inc.- Jodi Dark, CFP

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Financial By Design Inc.- Jodi Dark, CFP I am President -CERTIFIED FINANCIAL PLANNER® at Financial By Design Inc. We make it easy. Financial matters are often seen as overwhelming or confusing.

We take pride in making the complicated easier to understand. Mutual Funds available through IPC Wealth Inc. Insurance products are available through IPC Wealth Estate Services Inc. & Financial By Horizons.

Happy Birthday to this Gem!⁠⁠Michelle is the life force behind our office, and we cherish her like the diamond she is!⁠⁠...
10/15/2026

Happy Birthday to this Gem!⁠
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Michelle is the life force behind our office, and we cherish her like the diamond she is!⁠
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Today on her birthday, we are wishing her all the best things that she could wish for this year, and hoping she has the perfect day off celebrating!

Happy Thanksgiving from all of us at Financial By Design. 🍂⁠⁠Today, we’re especially grateful for our wonderful clients,...
10/12/2026

Happy Thanksgiving from all of us at Financial By Design. 🍂⁠
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Today, we’re especially grateful for our wonderful clients, our community, and the trust you place in us throughout the year.⁠
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Wishing you a beautiful Thanksgiving filled with good food, great company and plenty to be thankful for.⁠
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From our FBD family to yours, Happy Thanksgiving! 🧡

What am I reading lately? 📖⁠⁠Unreasonable Hospitality by Will Guidara  - and this one has me thinking.⁠⁠At its heart, th...
10/07/2026

What am I reading lately? 📖⁠
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Unreasonable Hospitality by Will Guidara - and this one has me thinking.⁠
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At its heart, this book is about something incredibly simple: making people feel seen, valued and cared for.⁠
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Will Guidara shares how going beyond what is expected - sometimes in surprisingly small ways - can turn an ordinary experience into something people remember.⁠
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And while the stories come from the hospitality industry, the message applies to almost any business.⁠
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Especially ours.⁠
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Financial planning is obviously about numbers, strategies and making informed decisions. But behind every financial plan is a person. A family. A goal. A worry. A dream for the future.⁠
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The reminder I’m taking from this book is that doing your job well is important - but how you make people feel while you’re doing it matters too.⁠
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If you own a business, work with clients, lead a team or simply believe in taking really good care of people, I’d definitely recommend adding Unreasonable Hospitality to your reading list.⁠
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Because exceptional service isn’t always about doing something big.⁠
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Sometimes, it’s about caring enough to notice the little things. 🩵

The numbers matter. But what you want those numbers to make possible matters even more. 🤍⁠⁠Financial planning is about m...
10/05/2026

The numbers matter. But what you want those numbers to make possible matters even more. 🤍⁠
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Financial planning is about more than account balances, investments and rates of return.⁠
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It’s about the life behind those numbers.⁠
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Maybe it’s having the freedom to retire when you’re ready. Helping your children get started. Travelling more. Buying the cottage. Starting a business. Working a little less. Or simply knowing that if life changes unexpectedly, you have options.⁠
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Everyone’s version of financial success looks different, and that’s exactly why your financial plan should be personal to you.⁠
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The numbers help us build the plan.⁠
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But your life is the reason for it.

Hello, October. 🍂⁠⁠A new month, a fresh season, and a little reminder that there’s still plenty of time to make meaningf...
10/01/2026

Hello, October. 🍂⁠
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A new month, a fresh season, and a little reminder that there’s still plenty of time to make meaningful progress on the goals you set for yourself this year.⁠
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Small steps still count. Here’s to making October a good one. 🩵⁠
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Happy Birthday to me!! I believe birthdays require celebration. Too often we say, "it's not a big deal.... don't worry a...
09/28/2026

Happy Birthday to me!!

I believe birthdays require celebration.
Too often we say, "it's not a big deal.... don't worry about my birthday". Believe me, I spent many years saying this exact sentence.

With age perhaps comes perspective and finding joy in things worth celebrating. It's important to show yourself some appreciation, after all you survived another trip around the sun!

Me, I'll be walking on the beach, having a slow coffee, meeting friends for lunch and spending time with family.

Can't think of a more perfect day!

As we celebrate Labour Day and say goodbye to another summer, we’re also getting ready for that familiar September tradi...
09/07/2026

As we celebrate Labour Day and say goodbye to another summer, we’re also getting ready for that familiar September tradition… back to school! 📚🍎⁠
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And this year, we have a couple of very special students to celebrate.⁠
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First, a goodbye to our summer student!⁠
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Michelle’s brilliant son Dawson worked with us this summer.⁠
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In addition to some of his many other jobs (lawn care and Foodland), Dawson is a hard worker and a wiz on the computer. He also provided some much-needed muscle around the office!⁠
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Dawson was able to organize our upstairs storage space, giving us a TON more room, and he also revamped many of our digital forms, putting them into a more user-friendly format while creating a style worthy of our branding.⁠
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Now he’s headed back to school in Guelph for his final year, and we want to thank him for all of his hard work this summer.⁠
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Dawson, we wish you so much success in your final year at school.⁠
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You’ve been a superstar! 🌟⁠
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And while one of Michelle’s kids is heading back for his final year, another is about to begin a very exciting FIRST year!⁠
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Michelle’s daughter Michalea is off to McMaster for the ibiomed program, (Integrated Biomedical Engineering and health Sciences.)⁠
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Not only is she smart and beautiful (like her mom 😉), but she is also incredibly artistic.⁠
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In fact, her logo was chosen to represent the Bio Med program at Mac! Swipe over to see her progression in creating this thoughtful logo.⁠
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Watch out world, here she comes!!⁠
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So as Labour Day brings another summer to a close, cheers to all the parents whose kids are heading back to school tomorrow - whether they’re starting kindergarten, heading into another year, moving away to university, or beginning their final year.⁠
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Here’s to new beginnings, exciting adventures and a fantastic school year ahead! 📚⁠
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And to Dawson and Michalea - we can’t wait to see what comes next.⁠
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Here We Grow Again! ✨⁠⁠We’re so excited to introduce the newest member of the Financial by Design team - meet Gina!⁠⁠Gin...
08/26/2026

Here We Grow Again! ✨⁠
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We’re so excited to introduce the newest member of the Financial by Design team - meet Gina!⁠
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Gina joins us with more than a decade of experience in the financial services industry, bringing with her a wealth of knowledge, a strong work ethic, and a genuine commitment to helping others.⁠
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When we welcome someone new to our team, experience matters - but so does finding someone who shares our commitment to exceptional client care. With Gina, we know we’ve found both.⁠
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As Gina settles into her new role, she’ll be another friendly and knowledgeable person you can count on when you need us. Whether you’re looking to arrange or change an appointment, update your name or address, or simply have a question, Gina will be happy to help.⁠
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She’s a true team player, and we already know her perseverance and determination will make her an incredible addition to Financial by Design. Outside of work, Gina’s greatest dedication is to raising her son - something that means the world to her. ❤️⁠
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Alongside Michelle and Susan (when Susan isn’t off travelling the world! 😉), Gina will help us continue providing the thoughtful, personal and exceptional client care our clients have come to know and expect.⁠
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We couldn’t be happier to have her with us.⁠
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Welcome to the team, Gina! We’re so glad you’re here. 🩵⁠
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Address

1315 Michigan Avenue
Sarnia, ON

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