Senior Executive Financial Consultant

204-729-2000 Ext 233

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Professional guidance for your wealth

Our practice has been built on a foundation of mutual trust and respect. Responsiveness and a prairie work ethic has created trusting relationships and a superior client experience for our multi-generational clients.

Our honest approach helps us to leverage professional relationships to develop time-tested customized Financial Plans delivered in a personal way.

Unlike many advisors, our Private Wealth Management business model ensures your family receives superior service at a value-based advisory fee.

Meet our team

We are thinking that an expression of our “Thanks for what you have done...and what you are doing" is past due!  We feel fortunate to have you as our financial advisor for many reasons. You make us feel that you really care and that means a lot to us as we face all the unknowns of our future. With much...

What’s the plan?

Enjoy a truly synchronized approach to enhancing your financial well-being, now and in the future.

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