Our Team

As a Portfolio Manager, Rob is able to provide clients with additional benefits such as customized portfolio management, access to broader range of securities as well as fee transparency and deductibility. Rob works directly with clients to create investment and tax savings strategies. He builds investment management and tax savings strategies that help accomplish our clients financial plan. Rob has worked in the financial services industry since 1998 and continues to believe he makes a significant difference in the lives of his clients by providing qualified, expert advice. Rob’s extensive experience and certifications include Portfolio Manager, Chartered Investment Manager Designation (CIM®), Certified Financial Planner (CFP®), certified FAMILY ENTERPRISE ADVISOR™, Chartered International Wealth Manager (CIWM®), as well as a Masters of Business Administration (MBA) from the University of Manitoba.

Rob’s greatest pride is in raising his 4 children along with his wife, Chantelle. As a family, they enjoy camping, travelling and any type of competitive game or challenge, whether as a team or against each other. Rob enjoys supporting his kids and encouraging them to excel in the activities they have chosen, including, volleyball, acting, triathlon and cross-country. Rob is also proud to support Chantelle in the businesses that she owns and manages.

As our Client Relations Specialist Sandy ensures our clients receive the best possible care. She will be the first contact you make, will book your appointments, and is the first person you should contact if you have any questions about your wealth management process. She will ensure that the appropriate member of our team responds to your query. Sandy has been a member of our team since 2013. Her work experience has always been providing the best client experience possible, enjoying the relationships she has made along the way and looks forward to continuing to make.

Outside of work, it’s family, friends and outdoor activities that are on her priority list!

Stephanie has extensive knowledge developing plans for families with complex financial structures. She provides comprehensive wealth planning for clients, analyzing financial data and developing and monitoring wealth plans. She wants you to feel motivated to reach the financial goals you set for yourself, sharing in every achievement and preparing you for the next one. Stephanie is a Certified Financial Planner (CFP), Certified Value Builder Coach and a member of Advocis as well as the Canadian Association of Planned Giving. Stephanie is President of the East St. Paul Chamber of Commerce, where she enjoys being part of an organization committed to creating a vibrant, professional commercial presence in the area. She also serves on the Manitoba Club Board of Governors, Family Enterprise Xchange Advisory Council, and enjoys volunteering at Riverwood Community Church in an administrative capacity. When Stephanie is not working, she loves spending time with her husband, Troy and son, Maddux. She also enjoys yoga, camping, walks with her Goldendoodle, Finnegan, and sewing.