Empowering your next life chapter, together.

Your future, your finances, our commitment.

Meet your financial team.

We focus on providing insightful financial advice tailored to you. Combining empathy with experience, we are committed to equipping you with the knowledge and confidence needed to embrace life’s opportunities and challenges. Let's navigate your path to success and fulfillment together.

About Us

Get to know our process.

Our goal is to be thought of not just as an advisor, but a trusted friend. And that starts with getting to know you and your values. Your priorities will change throughout your life, and we are committed to growing with you. As your life unfolds, your financial plan should evolve with it.

Our Process

What we offer.

Peace of Mind. We handle financial complexities so you can focus on what you love. Our primary aim is to save you time and stress.
Extensive Experience. We offer real-dollar value through financial, tax, and investment advice, and by helping you avoid costly mistakes.
Empathetic Honesty. We provide clear, unbiased advice for your long-term goals, and help you make informed decisions during life changes.

Some frequently asked questions.

We aim to answer all your questions and prepare you for a stress-free path to financial success. We've compiled a list of common inquiries to help guide your journey with us.

We understand that financial needs vary greatly from one person to another. While we have a minimum investment requirement of $100K, we're committed to making quality financial advice accessible to everyone. For those just starting out or with a smaller investment, we'd love to connect you with our affiliated team at Investia. They share the same values and philosophy and are ready to help you grow. We love working with people who are focused on building a secure future for themselves and their loved ones. No matter where you are on your financial journey, we're here to support you and point you in the right direction.

We are independent registered investment advisors. This means we're not beholden to specific products or strategies and can recommend what's truly the best fit for your situation. We are fully registered with the Canadian regulatory bodies and are committed to protecting your best interests. Our main office is located in Steinbach, but we also serve a large number of clients in Winnipeg, both virtually and in person. We start with a few meetings to get a grasp on your situation and to craft a plan and then meet at least annually to review and see if any adjustments need to be made. We are always happy to connect and seek to structure our contact to be most comfortable for you. We also offer weekly educational emails if you want to improve your financial literacy outside our meetings.