Meet the Team
Chief of World Domination
Graham is “The Guy” when you’ve got questions about investments – he reads reports and statements for fun! He’s also the one in charge of expansion and operations so things like our licensing and registrations aren’t forgotten by the chatty gals on the team.
Graham started helping families sort through the jargon of their finances 7 years ago. He saw that he could reach more people by partnering with some likeminded individuals and MOOLA was born.
His boys, Ashton and Reid, are his taekwondo, landscaping, and kite-flying partners. His wife, Lindsay (aka Coach-ess with the Mostess) has been his business partner from the beginning and life partner for the past 6 years. The Plumb family are active and fun and always looking for play-dates.
If you’d like to get to know Graham more, shoot him an email at firstname.lastname@example.org
Chief Coach-ess (with the Mostess)
Lindsay was gifted with the common-sense of a room full of people which comes in handy when talking about money. When she sees over-spending, miscommunication, unclear goals, or lingering debt she puts on her Big Girl Pants and gets to work! Her over-active brain is an idea generator that helps MOOLA with marketing and business development.
Seven years ago, Lindsay realized her future was not going to be spent planning events for major companies but rather planning finances for everyday families. Through working with hundreds of families she had the confidence to take the giant leap with her husband Graham (aka Chief of World Domination) to start MOOLA.
If you’d like to chat shoot Lindsay an email at email@example.com
Alexandra (Alyx) Valdal BA, CHS, CFP
Chief Insurance Maven
Alyx is a director and the token Gen X’er at Moola. A Certified Financial Planner (CFP), Alyx focuses on helping young families and professionals with their life and health insurance needs. She also works with our affiliate group employee benefits division.
Alyx has been the secretary of the Vancouver Island chapter of Advocis – the financial Advisors Association of Canada – and is a member of the Financial Planner Standards Council. She has also served on the board of directors for Wear2Start and volunteers in elementary classrooms with BC’s Junior Achievement’s Dollars with Sense program for children’s financial literacy. Alyx was nominated for a 2013 Victoria Leadership award and is a member of the Oak Bay Rotary Club.
After graduating from Ottawa’s Carleton University, Alyx lived in England and Japan before returning to beautiful Victoria.
Alyx, her husband and two young children enjoy exploring their neighbourhood water park, Willows beach, Crumsby’s and Fireman’s Park.
To reach Alyx directly, contact firstname.lastname@example.org
Surrogacy Insurance Specialist & Insurance Advisor
Angela is Moola’s expert in all things related to the modern family. As an insurance advisor for the past 7 years and a surrogate mother twice, she has expert knowledge in connecting surrogates and intended parents with life insurance so they can relax into enjoying the creation of their families. She has worked in partnership with Canada’s foremost surrogacy consulting firms for several years. Her background includes over 10 years as a dedicated Public Servant assisting thousands of clients on disability and income assistance. Basically, Angela has endless compassion and the patience of a saint.
Hailing from beautiful Mill Bay, BC, Angela enjoys exploring Vancouver Island with her husband, two children and their two dogs Nya and Honey (Chief Barketing Officer). When they aren’t running their kids to their various extra-curricular activities, their favorite Island hang-outs are camping in Coombs, and exploring the many beaches on the Island. She also loves a killer red wine.
Stop by and say hello to Angela by email: email@example.com
Retirement Planning Ace
Bobby is the “Old Guy” on the team.
It’s hard to believe he has over 12 years of experience, starting his career with a major bank and then with a major insurance carrier. With his career path and years of experience, Bobby offers a broad perspective to financial planning.
He believes every client has a unique set of personal circumstances and deserves to have a Customized Plan made just for them. He brings together the Insurance, Investments, Cash Flow Planning, Tax Planning, and Estate Planning. He gets super excited helping clients save money by incorporating Tax Savings Strategies into every plan. Many people ask if he’s an accountant.
Bobby has spent over 36 years in Victoria where he loves spending time in nature with his wife and two kids. A day doesn’t go by where the kids aren’t coming home with sun, sand, or mud. You can also find Bobby on the volleyball court or playing hockey around Victoria.
To reach Bobby directly, contact Bobby@yourmoola.ca
Liz is our admin support for anything and everything related with MOOLA. Her background is with event planning with large hotels, organizing people and their requirements so that she took on the stress of managing their event from beginning to end. After taking time off to be a stay-at-home-mum (yes, she’s British!), Liz decided that she could put her organisational tasks to use with the advisors and coaches at MOOLA Financial. Coming from another industry, Liz can give her input to the team on making financial jargon more ‘user friendly’.
When not organising the team, Liz can be found running between ball parks or soccer fields with her daughters, or hiking with her family.
Liz is in the office from 8AM – 4PM email: Liz@yourmoola.ca
Chief Barketing Officer
Honey is new to the office. You can count on her to sound the alarm if there aren’t enough treats to go around! She is well behaved, but still a puppy. She knows how to sit and lay down!
To reach Honey directly, contact Honey@yourmoola.ca
Chief Human Resource
Amanda is the newest addition to our team. Utilizing her diverse background in customer service, real estate administration, and office management, she helps keep our team organized, positive, and client-focused!
Amanda is a true local (she lives five minutes from here) and loves living the west coast lifestyle; hiking with her husband and two daughters, beachcombing, hitting up Durrance Lake, growing vegetables in the garden, and getting messy!
On rainy days you can find her building or refinishing furniture in her woman-cave or painting artwork. Creativity is her thing, right down to her rainbow hair!
To reach Amanda directly, contact Amanda@yourmoola.ca