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 Investment Corporation. Insurance products are available through IPC Estate Services Inc. & PPI Management Inc.

05/10/2026

Happy Mother’s Day to everyone celebrating today. Wishing you a wonderful day filled with love, laughter, and time with those who matter most. 💐

04/27/2026

Today we’re celebrating a very special birthday - happy birthday, Bonnie! 🎉⁠
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It’s hard to believe it’s been nearly a year since she retired from the Financial by Design team. While she may no longer be part of the day-to-day, we’re always so happy when she stops by to visit - often with her famous treats in hand.⁠
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Bonnie, your warmth, generosity, and incredible talent in the kitchen have left a lasting impression on all of us. It’s always such a joy to see your smiling face walk through the door.⁠
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Wishing you a wonderful birthday filled with everything you love - you truly deserve it. 💛⁠
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04/23/2026

It’s hard to believe it’s already been a year since we collaborated with Monika from to create our custom candles. 🕯️⁠
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Working with her was such a special experience - thoughtful, creative, and truly aligned with the heart behind what we do at Financial by Design.⁠
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Monika, you are incredibly talented and such a joy to work with. From the very beginning, your care and attention to detail made this collaboration feel effortless and meaningful.⁠
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We’re so grateful for the connection and the beautiful custom scents you created for us - still just as loved a year later. ✨

04/20/2026

Your goals deserve strategy - not guesswork.⁠
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It’s easy to have a vision for your life… the travel, the freedom, the milestones you want to reach. But turning those goals into reality takes more than intention - it takes a plan.⁠
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At Financial by Design, we believe clarity creates confidence. When you understand where you’re going and how to get there, every decision becomes more aligned, more intentional, and more impactful.⁠
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Because building the life you want shouldn’t feel uncertain. It should feel supported, structured, and fully within reach.⁠
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If you’ve been relying on guesswork, consider this your reminder - it’s never too late to create a strategy that truly supports your goals. ✨

04/13/2026

A gentle reminder… this is your invitation. ✨⁠
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The Lambton Women’s Leadership Conference is just around the corner, and there are still tickets available - but not for long.⁠
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Financial by Design is proud to once again sponsor this incredible event hosted by The Jean Collective - a day dedicated to connection, growth, and meaningful conversation.⁠
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📅 Saturday, April 18⁠
⏰ 9:30 AM – 3:00 PM⁠
📍 Four Points by Sheraton, Point Edward⁠
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If you’ve been thinking about attending, consider this your sign to say yes to yourself. Whether you’re looking to feel inspired, expand your network, or simply spend the day in a room full of like-minded women - this is where you want to be.⁠
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🎟️ Secure your ticket here:⁠
https://www.eventbrite.ca/e/lambton-womens-leadership-conference-tickets-1979489919636⁠
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We would absolutely love to see you there. 🩵⁠
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04/10/2026

Your money doesn’t define you - but how you manage it can absolutely transform you.⁠
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It’s not about where you’re starting from. It’s about the choices you make moving forward. The habits you build. The awareness you create. The confidence you step into.⁠
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At Financial by Design, we see it every day - when people begin to take control of their finances, everything shifts. Stress becomes clarity. Uncertainty becomes direction. And goals that once felt far away start to feel possible.⁠
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This isn’t just about numbers. It’s about creating a life that feels aligned, intentional, and truly yours.⁠
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What’s one small step you can take today to feel more in control? ✨⁠
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04/08/2026

What’s on your bucket list? ✈️⁠
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For me, it’s filled with travel adventures - places to explore, cultures to experience, and memories waiting to be made.⁠
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One of the most rewarding parts of what I do at Financial by Design is helping people turn those dreams into reality. Whether it’s planning for retirement, creating financial freedom, or simply building a life that allows for more experiences… it all starts with a vision.⁠
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Because those “one day” moments?⁠
They deserve a plan.⁠
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Tell us...What’s at the top of your bucket list? 🌍⁠
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04/05/2026

We are Financial by Design are wishing you a beautiful Easter filled with joy, connection, and new beginnings. 🌷✨

03/27/2026

The goal isn’t just to file. ⁠
The goal is to file confidently. ⁠
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Do you understand why you’re receiving a refund, or why you owe? ⁠
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Did you optimize deductions available to you? ⁠
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Does this year’s return support your retirement plan, investment plan, and cash flow plan? ⁠
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Tax season is not separate from financial planning. It is part of it. ⁠
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When you approach your return strategically, it becomes one of the most powerful financial check-ins of the year.⁠
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03/26/2026

Investment statements are not just paperwork. They tell a story. ⁠
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If you realized capital gains last year, part of those gains are taxable. But if you realized losses, those can be used to offset gains now or in future years. ⁠
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Many investors miss this entirely because they focus only on the number at the bottom of the return. Strategic tax planning looks at timing. ⁠
It looks at carry-forwards. ⁠
It looks at coordination across accounts. ⁠
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Taxes on investments are manageable when they’re planned. ⁠
They become stressful when they’re reactive.⁠
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Address

1315 Michigan Avenue
Sarnia, ON

Website

https://www.financialbydesign.com/

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