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

About Us

As Certified Financial Planners®, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.


Brian Cottom, CPA, C.A., CFP®

Partner, Certified Financial Planner
  • Member of Chartered Professional Accountants Manitoba - Graduated 1986.
  • Member of Advocis, the Canadian Association of Insurance and Financial Advisors.
  • CFP, Certified Financial Planner® designation received 1999.
  • Started in the Financial Services Industry in 1996.
  • 13 years experience working with small and medium size businesses. Advised clients on financial planning and tax issues.
  • 10 years experience with medium and large companies in Western Canada in senior financial management positions. Managed financial, tax and employee benefit activities for Sun Publishing Co. Ltd., Thompson Newspaper Corporation, Winnipeg Free Press and Meyers Norris Penny & Co.

Mutual Funds Provided Through FundEX Investments Inc.

Rod Zenk, CFP®

Partner, Certified Financial Planner
  • Member of Advocis, the Canadian Association of Insurance and Financial Advisors.
  • CFP, Certified Financial Planner® designation received 1998.
  • Completed B.A., and B.Ed. at Brandon University.
  • 16 years experience as a school teacher in the Brandon School Division.
  • Started in the Financial Services Industry in 1996.

Mutual Funds Provided Through FundEX Investments Inc.

Brett Klassen, B.A.

Partner, Financial Advisor
  • Member of Advocis, the Canadian Association of Insurance and Financial Advisors.
  • Level 1 CFP attained in 2017.
  • Completed B.A., major in Business, at Brandon University in 2009.
  • Started in the Financial Services Industry in 2015 with Investors Group.

Mutual Funds Provided Through FundEX Investments Inc.

Rae Schroeder, CFP®, RRC, CEA

Partner, Certified Financial Planner
  • Member of Advocis, the Canadian Association of Insurance and Financial Advisors.
  • CFP, Certified Financial Planner designation received in 2018.
  • Level 1 CFP attained in 2016.
  • Registered Retirement Consultant designation attained in 2016.
  • Certified Executor Advisor designation attained in 2016.
  • Started in the Financial Services Industry in 2009.

Mutual Funds Provided Through FundEX Investments Inc.

Cody Matthewson, CEA

Certified Executor Advisor
  • Member of Advocis, the Canadian Association of Insurance and Financial Advisors.
  • Certified Executor Advisor designation attained in 2016.
  • Started in the Financial Services Industry in 2013.

Mutual Funds Provided Through FundEX Investments Inc.

Carly Yuen

Alternate Branch Manager / Administrative Assistant
  • Started in the Financial Services Industry in 2007
  • Canadian Investment Funds Course 2008
  • Canadian Investment Funds Operations Course 2009
  • Branch Compliance Officer Course 2010

Kim Boulton

Administrative Assistant / Client Relations
  • Started in the Financial Services Industry in 2012
  • 28 years of experience in business management