Your Partners in Wealth
We take a holistic approach to financial planning and wealth management. Our wealth advisory services take all aspects of your life into account.
C3 Wealth Advisors Inc. was founded in 2022. It is the natural progression of Clarity Financial Services which was started in 2015 by Roxanne Arnal, with the desire to put business owners and optometrists on the path to the Peace, Power and Success that they deserve. It isn’t about selling products, it is about you and what makes you wealthy. We take care of each client the same way we’d take care of our moms.
Our clients appreciate the fact that their financial affairs are looked after and they no longer have to worry about how to manage or if they are saving enough. It’s a huge load off their minds. They can focus on running and growing their businesses or moving through other life changes, like buying or selling a business. They thank us for lightening their loads and we couldn’t sleep at night if we didn’t give them that comfort.
We’re specialists. Along with our strong financial planning skills, Roxanne Arnal has years of experience running an optometric practice. This gives us the unique ability to understand our clients’ needs and wants at a very intimate level. This truly makes us uniquely qualified.
We take a holistic approach to financial planning and wealth management. Money is only one aspect of living a rich life. Wealth includes being healthy, having people who love you and doing things you enjoy. Our wealth advisory services take all aspects of your life into account.
This is our calling and we are relentless in our pursuit of financial empowerment for our clients. We don’t stand still. We’re always learning, always evolving. We keep our hands on the pulse of optometry and bring our own unique insights to the optometric community through speaking engagements and sharing knowledge online.
We’ll put you on the path to the peace, power and success that you deserve.
To improve our clients’ lives by empowering their wealth.
Roxanne personally believes that true wealth stems from her ability to say “YES”. Yes to concerts with friends, yes to helping her children with post-secondary school expenses, yes to vacation opportunities. The ability to say “YES” to family and friends, knowing that she is healthy and financially secure is key to feeling true wealth.
Roxanne graduated from the University of Winnipeg with her Bachelor of Science in 1990 and went on to get her Doctor of Optometry from the University of Waterloo in 1995. After running her own practice for over 15 years, and growing her business 668%, she found herself looking for a new challenge.
Roxanne has overcome some major challenges in business and in life. When she created her partnership and subsequently sold her optometry practice, she received very poor advice and had no one ‘quarterbacking’ the transitions for her. Having learnt the hard way, she felt compelled to help others avoid the pitfalls and turned her sights to the world of financial planning.
Because Roxanne comes from years of academia, she was compelled to ensure that her knowledge in this new field prepared her to best serve her clients. After completing the education for mutual fund sales, life insurance and accident and sickness insurance, Roxanne leveled up with Certified Health Insurance Specialist (CHS) and CFP® (Certified Financial Planner®) designations. What this means to you is that you have a dedicated, caring professional with years of experience and education that intimately understands your challenges and how to solve them.
Roxanne has been described as a unicorn and a superhero. She thinks these descriptions are hilarious as they’re both mystical and fictional creatures, but she is 100% real. She brings passion to helping others live their life plans. As she likes to say, “Everyone has a dream! How are you going to make yours happen?”
Roxanne is also an avid dreamer, gardener, scrapbooker, and mother of two young adults. She loves numbers and chocolate (great quality chocolate). She enjoys spending time outside and laughing.
Jody finds joy in all her activities and brings this happiness to work everyday. Flexibility makes Jody wealthy, allowing her the freedom to spend time with her many friends, family, and especially her boys – volunteering at school, coaching hockey and baseball, and teaching them the value of caring for their many pets.
The most recent addition to our team, Jody Pollard, joined us in October 2021 and it really is hard to imagine what life was like before! Bursting with a magnetic personality, Jody is an incredible pleasure to work with and has been an invaluable resource to our team.
Born and raised in the Wainwright area, she then ventured off to Nelson, BC, Calgary, AB, Houston, TX, only to land back in Wainwright in 2012. Jody brings an incredible resume of skills and experience to our team and has been instrumental in helping us streamline processes, track work flows and is not afraid of doing the hard work to get things done!
If you are ever calling our office, require administrative assistance on almost any subject, or needing to arrange appointments, Jody is the person you want to connect with. We are fortunate to have her as part of our team as she is an incredibly client focused, self-starter who loves connecting with our clients.
While wealth management is a reasonably new industry for Jody to be working in, she is dedicated to learning all the ins and outs of the business and you can be assured you are in the best care with Jody on your side. Not only is she an incredible listener, but if she doesn’t know something she is humble enough to admit that and work tirelessly to obtain the appropriate answers to move you forward.
And working tirelessly is not a newly acquired skill for Jody either! Personally, she has three boys that keep her BUSY with all their own individual hobbies and she is often found in the evenings in sporting venues around town either coaching or cheering on the kids. Somehow this master multitasker also manages to regularly work out and when you catch her on a total day off she is likely enjoying the outdoors with her family doing something they all enjoy like hiking, camping, fishing or spending time around the water. Oh, and one more thing, she is a HUGE Calgary Flames fan.