Sapling Wealth & Wellness - Port Moody, British Columbia

Olga K.

If you're looking for a financial planner who truly cares, Lena is the one. Every time we speak with Lena, it feels like catching up with a trusted friend who genuinely understands us. Lena took time to really get to know us -- our personalities, our goals, our dreams. She's incredibly generous with her knowledge, patiently explaining complex concepts and always guiding us with a steady hand. She keeps us accountable and on track, and no question, big or small, goes unanswered. We had tried self-educating and saving on our own for years, but making joint financial decisions was a bit of a struggle. Thanks to Lena's support, we both feel we're finally headed in the right financial direction.

Jessica H.

I couldn't be more pleased to work with Lena and her staff at Sapling Financial. Her knowledge and professionalism have exceeded my expectations. From the beginning, it has been clear she has a deep understanding of the financial world and has a desire to share her expertise. Lena took the time to get to know me and understand my financial goals and lifestyle in order to tailor a plan that would suit my needs.

Her ability to explain complex concepts in a clear way helped me feel more confident to move forward with the financial strategy we discussed and take actionable steps that already are having a positive impact on my family.

I appreciated how patient and approachable Lena was and always willing to answer any questions I had. I would highly recommend her as a financial advisor.

Helen W.

I’ve had the pleasure of working with the team at Sapling Financial Planning & Wellness and they are truly exceptional at what they do. What stands out most is Lena's focus on client education. Instead of simply offering recommendations, Lena takes the time to understand my family's needs and spent hours providing education on various aspects of financial planning (tax planning, estate planning...etc) and explains the reasoning behind every strategy and recommendation. She helped us feel confident in the decisions we make.

Lena's approach isn’t just about managing money (which was my assumption when I first inquired about her service); it’s about building financial literacy and long-term understanding. Lena is patient, clear, and dedicated to ensuring I understand all aspects of my financial plan. I now feel more confident about my financial future.

If you're looking for a financial advisor who will not only guide you but also teach you along the way, I highly recommend Lena and her team at Sapling Financial Planning & Wellness.

Carmen W.

I have been working with Lena the last month and it has been the BEST experience! She is so knowledgeable in so many areas including psychology and how it's tied to money. She is absolutely a gem in this industry. HIGHLY recommend working with her! She will give you so much value.

Megan G.

I can’t say enough good things about Lena! From the very first meeting, she took the time to understand my financial goals and created a clear, personalized plan to help me achieve them. Her advice has been incredibly valuable, and I’ve seen real progress in my financial situation thanks to her guidance.

Not only is she extremely knowledgeable, but she also makes complex financial topics easy to understand. She is patient, responsive, and always willing to go the extra mile to ensure I feel confident in my decisions. I truly appreciate her professionalism and dedication.

If you’re looking for a financial advisor who genuinely cares and delivers outstanding results, I highly recommend!

Trevor M.

Lena is very knowledgeable and patient. We really appreciated not only her financial advice, but the support and direction she provided in other areas (estate planning, life insurance, etc) to ensure our financial and health well being.

Deborah M. M.

I've been working with Lena for several years. She has consistently given me great advice regarding my financial health, both short and long term. Her approach is very holistic and tackles both the psychology and the practicality of money management. Highly recommended - If I could give her more stars I would!

Christine K.

I've worked with Lena for years now, and I'm always impressed by her commitment to her clients, as well has her genuine interest in their well being and financial stability. She remembers things I didn't even know I needed to. Very happy to have her as our trusted financial advisor.