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.


Brett Klassen, B.A., CFP®

Partner, Certified Financial Planner
  • CFP, Certified Financial Planner designation attained January 2019.
  • 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.

Rae Schroeder, CFP®, RRC

Partner, Certified Financial Planner
  • 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.

Cody Matthewson, QAFP

Qualified Associate Financial Planner
  • Certified Executor Advisor designation attained in 2016.
  • Started in the Financial Services Industry in 2013.

Carly Yuen

Alternate Branch Manager / Administrative Assistant
  • Started in the Financial Services Industry in 2007
  • Canadian Investment Funds Course 2008
  • Labour Sponsored Investment Funds Course June 2009
  • Canadian Investment Funds Operations Course 2009
  • Branch Compliance Officer Course 2010
  • Commissioner of Oath in the Province of Manitoba