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Garett Surcon
Tim Mahoney
Jessica Hughes
Mark Moulson
Kurtis Massey

Address
1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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Who We Are

Who We Are

We are team of three financial professionals working with families, businesses and community foundations in Winnipeg and the surrounding areas. We provide clients with creative financial solutions and expert investment advice to assist in the realization of their goals.

Our services range from traditional day to day brokerage to comprehensive financial planning that includes retirement, estate, insurance, and wealth transfer planning. We can also assist clients in effectively planning their philanthropic aspirations.

When our clients’ needs take us outside our area of expertise, we draw on the specialists in the entire BMO Financial Group, as well as our network of lawyers, accountants, and other professionals. We also regularly communicate with our clients’ own group of professional advisors.

The result is an integrated set of solutions which allows our clients to be confident their financial concerns are being fully addressed.