We are a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community - and our world - a better place. Our mission is to provide the comprehensive financial planning services you need to help you reach your unique personal and corporate financial goals.
We focus on getting results, and our team of professionals has the knowledge, the vision and the experience required to deliver them. For more than thirty years, we have lived by the simple truth that people don't care how much you know until they know how much you care. That is why we strive to provide superior personal service in a warm and welcoming environment - and why we are proud to always go the extra mile for our clients.
We focus on getting results, and our team of professionals has the knowledge, the vision and the experience required to deliver them. For more than thirty years, we have lived by the simple truth that people don't care how much you know until they know how much you care. That is why we strive to provide superior personal service in a warm and welcoming environment - and why we are proud to always go the extra mile for our clients.
Services
During the three decades we've been serving clients, we've worked hard to earn our reputation for being friendly, knowledgeable, responsive and dependable. Each of our financial planners is accredited and experienced, and they are supported by an enthusiastic and highly qualified administrative support team.
Our wide variety of financial calculators provide interactive calculations, dynamic graphs and printable reports for you to explore your financial options and help solve problem decisions. Disclaimer: Information and interactive calculators are made available to you as self-help tools for your independent use.
The Canadian Deposit Insurance Corporation is a federal Crown corporation created by Parliament in 1967 to protect your deposits (up to $100,000) made with member financial institutions in case of their failure (for more information go to cdic.ca). In addition, the Deposit Guarantee Corporation of Manitoba provides 100% guarantee of deposits held with Manitoba credit unions and caisses populaires.
We are currently seeking an Administrative Assistant with experience in the financial services sector. Duties will include client meeting preparation, transaction processing, interacting with clients, providing general office support and working closely with the advisors. The successful candidate will be positive, efficient, organized and have an ability to work well under pressure.
Whether you are just starting out or are a seasoned pro, we will work with you to develop the sound financial plans and custom-designed insurance solutions you need to help you reach your current and future financial goals. The plan we develop together will be the road map you need to help you get to where you want to go.
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