Retirement Planning Consultants surrounding East St. Paul MB (20 Result(s))

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.

An Honours Commerce graduate from the University of Manitoba, I entered the financial services industry in 1988. Since then, I have built a reputation for attentive, client focused service and valued advice.  I have served in a number of positions in the financial industry, including Manager of Lending Services and Branch Manager. In 1998 my passion for investments resulted in a transition to an advisory role. This broad range of experience has strengthened my belief in the need for a comprehensive approach to financial planning.  In 2007, I obtained my CFP, which is the gold standard designation, ensuring my clients receive the highest professional standards of competence, ethics and practice.  In 2011, I received my Registered Retirement Consultant designation and in 2020, I received my Certified Financial Divorce Specialist designation.