Lorne Parobec, CIM

Portfolio Manager & Senior Wealth Advisor

Lorne joined the investment industry in 1987 after graduating from the University of Manitoba with a Bachelor of Education and teaching school for 6 years. Over the last 22 years Lorne has developed a very loyal client following based on exceptional service and investment solutions specific to each individual client. A comprehensive financial planning process is at the cornerstone of every client relationship. In addition to providing guidance to his existing and new clients, Lorne also oversees all of the investment strategies for The Parobec Wealth Advisory Group.

Jayme Goodon

Administration Assistant

Our Partners

headshot

Shane Verity, CFP, TEP

Estate and Insurance Advisor, BMO Private Wealth

As a member of the Wealth Management Consulting team, Shane brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.

headshot

Kurtis Massey, CFP, CIM, TEP

Wealth Planning Consultant, BMO Wealth Planning

For over 16 years, Kurtis has worked with clients to provide an empowering vantage point from which to see the landscape of their personal finances. He believes wealth planning has just as much to do with people as numbers. During every step of the financial planning process, he fosters strong personal relationships based in trust, transparency, and mutual respect. Kurtis’s greatest impact is instilling confidence and peace of mind within the clients he works with

headshot

David Hidlebaugh, B.Comm. (Hons), PFP, MTI

Associate Director and Sr. Trust Officer, BMO Trust Company

David helps his clients with the proper administration of their estates. His professional services result in an efficient estate administration and often reduce family friction and conflict. As a professional trustee, David ensures your beneficiary’s needs are professionally attended to and guarantee stewardship of their trust. David is also an active member of the Estate Planning Council of Winnipeg.

headshot

Anthony Maros, BA (Econ)

Senior Private Banker, BMO Private Wealth

As Senior Private Banker at BMO Private Wealth of knowledge and expertise in personal, corporate banking as well as Capital Markets transactions. Anthony focuses on insurance related lending as well mergers and acquisition financing. Anthony specializes in working with ultra high net worth families who have complex personal and commercial lending needs.