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.

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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08/06/2026

Don't take sugar with your coffee or tea?⁠
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We've got you covered! ☕🍯⁠
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We always keep local honey and cinnamon on hand for our clients to enjoy. They're a delicious way to add a little flavour to your favourite hot drink while supporting local and adding a touch of comfort to your visit.⁠
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It's the little details that help make our office feel warm, welcoming, and just a little bit like home.⁠
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08/03/2026

You don't need the perfect market, the perfect income, or the perfect moment to begin. What matters most is taking that first step.

Small actions taken consistently over time can lead to remarkable results.

Start where you are. Use what you have. Build the future you want - one decision at a time.

07/28/2026

They're absolutely enormous, and they never fail to get people talking. The questions we hear most often are:

"Are those mirrors?"
"Are they lights?"
"What are they?"

My usual response is to joke that they're two-way mirrors and Michelle is on the other side watching us all day - don't forget to wave! 👋😂

The truth is much less exciting... they're simply gigantic custom photos that make a big impact and add so much personality to our space.

We love them, and judging by the comments we receive, our visitors do too!

07/20/2026

Building financial security isn't usually about one big decision - it's about the small choices you make day after day, year after year.⁠
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Regular saving, thoughtful planning, and staying committed to your goals can often accomplish more than short bursts of effort.⁠
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The most powerful financial habits aren't always the most exciting, but they are often the ones that create lasting results.⁠
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07/14/2026

Welcome to our little lobby.

It's the first thing you'll see when you walk through our doors - a warm, welcoming space designed to help you feel right at home.

And if you're lucky, you'll be greeted by Holly's sunny smile, too. ☀️

Whether you're stopping by for a quick question or a planning meeting, we're always happy to see you.

07/09/2026

Dreaming about the future is important, but meaningful progress happens when a plan is put into motion.

Whether you're saving for retirement, growing your investments, paying down debt, or planning for life's next chapter, small, consistent actions can make a big difference over time.

A goal without a plan is just a wish. Let's turn those goals into reality.

07/06/2026

I can't say enough good things about this girl! ❤️⁠
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I joke that Michelle is my work wife, but the truth is she's so much more than that.⁠
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She is incredibly talented, endlessly dependable, and one of the hardest-working people I know. No challenge is too big, no task is too small, and somehow she always finds a way to make everything run smoothly.⁠
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Our clients adore her, our office wouldn't be the same without her, and I feel incredibly lucky to spend my days working alongside her.⁠
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Simply put - she's the best.⁠
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07/01/2026

Happy Canada Day from all of us at Financial by Design!

Today, we're celebrating the incredible communities, families, businesses, and people that make Canada such a wonderful place to call home.

Whether you're spending the day with family, friends, or simply enjoying a well-deserved break, we hope your Canada Day is filled with laughter, gratitude, and great memories.

Wishing everyone a safe and happy Canada Day!

❤️🤍🍁

06/29/2026

When your goals are clear and your finances are aligned with them, every step forward has purpose.

Small decisions made consistently today can create meaningful opportunities tomorrow.

Address

1315 Michigan Avenue
Sarnia, ON

Website

https://www.financialbydesign.com/

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