1. Holly Vipond, CFP

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North Vancouver, BC

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Holly Vipond, CFP

5.0 (1 review)
Open • 9:00 am - 5:00 pm

By appointment only

Services - Holly Vipond, CFP

Investment management

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Money Coaches

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We reached out to Steve and Money Coaches Canada as we wanted true objective, independent advice on…read moreour financial state. Steve answered our questions, developed a plan, and now we are feeling far less stressed about our financial future. We felt like our plan was individualized and directed toward our goals. The process was worth the investment! We highly recommend him for younger people starting out, mid-career, and nearing retirement! I have already referred him to family and colleagues.

I found Money Coaches Canada and Steve in particular when researching the difference between a…read morefinancial adviser, financial planner and a financial coach. I was at a place in my life where I really wanting to take charge of my finances; however my bad habits and thoughts around spending and saving money were acting as huge hurtle. Because of these bad habits my savings were non-existent, my credit cards were maxed out and I was in no place to invest so naturally a money coach fit. After speaking with Steve on the phone my wife and I decided to meet with Steve for a FREE consultation. Steve is very knowledgeable and personable and seemed like a great fit to work with. I'm not going to lie; at first I was very skeptical and hesitant to commit to a program with Steve as I was barely getting by and thoughts of paying someone to tell me how to save/spend my money seemed foreign. Steve told us not to worry that we wouldn't even notice his fees in the long run.(Yeah right!) Well I pleasantly surprised by this experience! Not only did we not notice his fees but he actually helped us to get on track. Within 6 months of working with Steve our lives have changed so much for the better. The stress we use to feel in regards to finances has been lifted greatly. We are on track to pay off all of our debt in a record amount of time, AND we actually have savings building up monthly. In 5 months of working with Steve we were able to pay off over $12,000 in debt - YES you read that right 12K! He is not by any means a magician that just makes money appear and fixes your finances; you have to want to make changes for the better. Much like losing weight; you can't just do it for a bit and hope for the best; you need to be prepared to change your life style and habits and commit to the program. My wife and I both agree that working with Steve was the best decision we made in 2017 and we are looking forward to walking the path that Steve has help to create. Debt Freedom is on now on the horizon were I have never seen it before. Give him a call and see what he can do for you!

Focused Tax Strategies - We want to help you save taxes!

Focused Tax Strategies

(24 reviews)

Lower Lonsdale

As an international student living in Canada since 2016, this year was my first time filing taxes…read morehere. It was a confusing situation for me and it was made worse when I visited H&R Block on someone's recommendation, where I had a bad experience with a rude official who was rushing me into getting my taxes done with them without clearing some basic questions for me. After that, I decided to go for focused bookkeeping - looking at the (mostly positive) reviews on google and yelp, and I can totally see why there are so many positive reviews. Firstly, the online booking process was great. The best part is - while you book, you can leave a little note explaining your specific situation and what is it you're seeking consultation for, which allows them to be already prepared. The 45-minute appointment was very smooth - Randy not only completed my tax filing process (of two years - 2016 & 2017), but also answered all my questions and cleared all of the confusion I had very patiently. He completed all of that in about 30 minutes but despite that, I did not feel that my appointment was rushed or that I was left was any lingering questions. In fact, it was quite the opposite. I had a note with my questions jotted down - some of which I did not ask, but Randy made an effort to genuinely be interested in a client's situation and cleared all of my questions one by one. Randy is professional, but at the same time - genuine, polite, kind in behaviour, and he really has an in-depth knowledge of the services he offers. Besides, he was pretty clear and concise in communicating the tax filing process - I was able to see him do it step by step on his computer, verifying it with me as he did it. And at the end of the process, he handed me two really well outlined files - one for each year - containing the details of the tax filing. Randy offered to help even for any of my other finance-related matters, and I am most certainly looking forward for further interactions with Focused Bookkeepings because of Randy's professionalism and knowledge. It is quite rare to see a service that offers this level of engagement and genuineness. I totally recommend Focused Bookkeeping for your financial matters.

Super pleasant, fast, reasonably priced. Will be using this tax service again and again. Many thanksread more

Holly Vipond, CFP - investing - Updated October 2026

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