About Us

We have no comparative advantage over other firms like ours. We make no big promises and sell many of the same products you will find down the street. Instead, we believe managing your money is about a relationship.
Who We Are

Olivia Penner

I would describe my role as a “mechanic” of sorts: keeping things running smoothly. I’m the one to prepare documents, monitor your insurance needs, and make sure your income tax experience is headache-free. If complications arise, I investigate. If insurance policies need updating, I track them down. If Neil loses his glasses, I likely know where they are. Beyond this, I’m a writer. I craft content for our newsletters and website. I aim to take the complex ideas of finance and make them simple and easy to understand.

T: 204-326-9333
F. 204-957-5337
E: [email protected]

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You deserve to hear an objective second opinion about your finances from a friend you can trust. We hope you will consider us that friend. Fill out our contact form, and we will reach out to you soon.