Contributors

Headshot
Host

Jodie L Stauffer

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 with ADHD, a mother and a 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, the only product her team sell is their time, their experience and a great relationship.  

https://www.jlstaufferfinancial.ca/
Headshot
Co-host

Maegen Kramer

Maegen is a certified financial planning professional and coach. Her mission is to help Canadians create financial plans that align with the relentless pursuit of a meaningful life full of joy, experiences, and memories made. She’s known for her customized, holistic approach to financial planning and her ability to motivate, strategize, and collaborate in the execution of her client’s goals. Like everyone on the Parallax Planning team, she believes wealth is so much more than money and that we can truly have it all.  Her life is guided by the philosophy that you only die once; you live every day. She and her husband love to travel, experience new things with family and friends, and can often be found on a golf course or enjoying their backyard.