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Garett Surcon
Tim Mahoney
Scott Kok
Mark Moulson
Kurtis Massey

1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3

Who Our Clients Are

Who Are Our Clients?

We work with a range of unique clients, both individuals and institutions, however our focus is those with more complicated needs such as business owners, professionals and corporate executives. We are also regularly introduced to individuals going through a life transition, such as an early retirement or severance package, or coping with the loss of a family member.

Our clients understand the importance of working with financial professionals to achieve their goals.