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Financial Planning
Retirement Planning
Group Benefits and Retirement

What does Wealth Management mean to you?

We're here to help you achieve it.
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Financial Plan

Early retirement? building a dream home? Growing the family? Life moments that provide the greatest joys, but come with numerous financial questions. Don't worry, we'll be by your side to to guide you through every step. We build you a unique blueprint that will organize your financial life.

Investment Advice

Want to reduce risk, reduce taxes and reduce fees? We build a proven portfolio based on you, your goals, risk profile, and time horizon. We maximize returns while reducing risk, we leverage technology to lower costs and taxes.

Helping Business Owners

Own a business? Don't worry, we do too. Our strength our foundation is from our experience with planning and preparing our clients for risks and success in their business. We plan for you and your businesses' future.


You're not alone

The future... We all have our hopes of what it will look like. For some, it's owning that special vacation home, or it's traveling abroad to faraway places. For others, it's being able to pay for their kids college education, or having the time to experience new adventures. For many, it's simply having a stress-free life. However you see your tomorrow, the best time to plan for it, is today - and we're here to help.

We'll work with you, regardless of where you're at in your life, to plan your goals, and build a plan to get there. When we're done, you'll have a personal blueprint that's as unique as you are.

- Sean Harrell, Don Howe


Going through a transition, but don't know how to plan for it?

Let's start by focusing on what we can control.


We'll guide you, through every phase.



Student Debt

Setting Goals & Managing Risk

Negotiating a Job Offer

Employee Benefits selection

Managing credit scores

Home / Car Purchase

Setting up a will / POA


Tax strategies

Fortify retirement savings

Plan for college costs

Looking after kids

Job changes, raises, promotions

Purchasing investment home/cottage

Advanced Investment Planning

Business planning


Merging Finances

Purchasing first home

Planning for a newborn

Planning for education

Evaluating insurance

Planning and Savings for retirement

Saving for vacations

Investment Planning


Coordinating retirement income

Trust & Estate planning

Long Term Care

Health Care Needs

Early retirement planning

Philanthropic muscle

Succession Planning

Pension planning



Schedule a Consultation today

To schedule an initial consultation, fill out the form below. We'll reach out to you via email within 24 hours.

Contact us:

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Winnipeg Office

887 Corydon Avenue,

Winnipeg, MB, Canada

R3M 0W7

Tel: 204-272-3259

Fax: 204-272-3263

Brandon Office

930 Lorne Avenue

Brandon, MB, Canada

R7A 6K7

Tel: (204) 761-2678

Fax: (204) 578-5335


We're always looking to grow our team with like-minded individuals. Send a resume to telling us what wealth management means to you, and why you're the next member of our team.

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