About Vision Financial
Providing Old-fashioned, Professional Service
Vision Financial Inc. is an insurance and investment advisory firm based in Cochrane, Alberta that serves clients throughout western Canada. We offer our insight and expertise to clients seeking financial coaching for both personal and business affairs.
We believe in building strong relationships with our clients and pride ourselves in providing reliable, professional service. We will be there to help you meet the unique life situations and challenges experienced by your family or business.
The Vision Difference
When you visit Vision Financial Inc., you will notice right away that we are so much more than a financial office. Financial Planning is more than numbers… it is the personalized service and attention that you received here. We build relationships with our clients and get to know you and your family, right down to the name of your family dog. This way, we ensure that we understand your needs now and your goals for the future.
We design achievable futures and lifestyles with our clients, working together to ensure every step taken is in service of their goals.
Natalya is the President of Vision Financial Inc. and has over 10 years of experience in insurance and financial advisory services.
She graduated from McGill University with her Bachelor of Science Degree in Physics and Geophysics and completed her Masters of Science Degree in Space Physics at the University of Calgary. She further pursued PhD studies in Geomatics Engineering at the University of Calgary. Although it was a switch from surveying and researching the northern lights, she enjoys the analytics of financial and insurance advising and working through the planning process with clients.
When not working, Natalya is dedicated to giving back to her community. She has been the president of her neighbourhood Community Association in Calgary and the President of the McGill Alumni Association. She is also passionate about programs and organizations that develop confidence, leadership and problem-solving skills for girls and young women. She has been a long-time volunteer with numerous science and math outreach programs and served on the Board of Directors for the Calgary Girls Charter School for 9 years. She completed her 3rd term in the role of Board Chair for the public charter school.
Natalya enjoys travelling; some of her favourite trips have included Sumatra, Germany, Finland, Italy and China. She loves spending time in BC visiting family and keeps active with her menagerie of pets, gardening, Jazzercise and attempting to memorize the whole set in her Tai Chi classes.
Paul Barker LLQP, GBA, CEBS
DIRECTOR OF GROUP BENEFITS
Paul Barker is the Director of Vision Financial Benefits. Paul entered the industry to address a clear customer need for strategic thinking and exceptional customer service.
Paul is known for his close attention to detail and abides by the principle of ‘listen and understand before speaking’ so that he can respond in a way that clients connect with. He has assembled a strong team of seasoned industry analysts and group planning specialists whose professionalism have enabled the development of long-term relationships with a growing community of clients.
While he maintains his provincial LLQP licensing in multiple provinces, he is also pursuing the CEBS “Canadian Employment Benefits Specialist” designation at Dalhousie University. He currently holds a GBA “Group Benefits Associate” certification from Dalhousie University.
Paul believes in giving back to the community by cultivating financial literacy. He has been the Regional Chair for Junior Achievement, a Mentor at the University of Calgary Hunter Centre For Entrepreneurship and Innovation, as well as a member of the International Agriculture and Agri-Food Committee for the Calgary Stampede.
Paul spends his free time playing golf and walking his two dogs, Teela and Emma through the inner-city parks of Calgary.
Coordinating office activities and operations to secure efficiency and compliance to company policies.
FINANCIAL SERVICES ASSOCIATE
Helping existing and new clients with recognizing suitable investment & insurance opportunities.
Get In Touch
Vision Financial Inc.
Suite 204, 1 Bow Ridge Road
Cochrane, Alberta T4C 2J1
Call (403) 981-2757
We will help you by providing a lifetime of solutions for both corporate and personal financial affairs.