Our Story:
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.
Our Story:
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.
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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.
Our Promise
We’ll put you on the path to the peace, power and success that you deserve.
Our Mission
To improve our clients’ lives by empowering their wealth.
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About Roxanne
A Job, A Career, A Passion
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.
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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.
About Dana
Dana measures wealth by variety; the freedom to take chances and have varied experiences. She loves change and is always seeking to be challenged.
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Her career spans from broadcast journalism to social services to retail and marketing.
Though she started in radio in 1999, a shift in priorities found Dana attending and graduating from Lakeland College with a diploma in Early Childhood Development. One of her greatest achievements was being awarded the Governor General’s Academic Award for the highest academic average amongst the nearly 700 combined campus graduates.
From here she spent nearly 7 years in Military Family Support Services at CFB Wainwright. Looking to further support families, she joined the Government of Alberta as both a Child Care Licensing Officer and, on a secondment, an Outcome Based Service Delivery Facilitator.
Fast forward a few years and Dana found the opportunity to own and operate her own business; a thriving boutique offering home goods and apparel. A welcome change and a new challenge. Through retail, Dana found herself engrossed again in marketing – finding content creation integral to running a business in the current world climate.
She’s delighted to have joined C3 Wealth Advisors and aspires to help others achieve their particular measure of wealth!
Do You Want Financial Clarity, Confidence, and Control?
Who wouldn’t want to take the stress out of their financial situation? Contact us today to get started.