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.
- 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.
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
