Unit 1, 2830A Victoria Avenue, Brandon, MB R7B 3X1View on Map »

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations - ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.



Retirement

Recent Articles

Posted on: August 10, 2020
When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool of water. As any child knows, the ripples start moving away from the point of impact until they disappear across the pond and finally...
Posted on: August 10, 2020
Most people mistakenly believe that they will never fall victim to financial or identity theft. The sad reality is that billions of dollars are lost each year to these crimes, and the losses are only getting bigger. Here are some steps you can take to reduce your chances of becoming a fraud victim...
Posted on: August 10, 2020
It appears that while many Canadians faithfully invest funds into their workplace retirement plans they are somewhat lackadaisical when it comes to determining their retirement needs as well as measuring their progress towards those needs. In a survey conducted by Ipsos Reid in February 2015*, it...

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

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By admin Mar 5

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By admin Jun 25

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