Chris Thiessen
Dan Stiver
Jack Sutton
Michael Amyot
Kelly van Soest
Kim Blair
Toll Free: 1 800-506-0005
Fax: 204-944-0828
Address
1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6
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Working with your other Trusted Advisors
When creating a personalized wealth plan for our clients, we work closely with their network of Advisors, including both their accountant and lawyer. Although we have an extensive network of internal professional advisors that we rely on throughout the wealth planning process, we never look to replace; instead, we look to collaborate with our clients and their team of trusted advisors to develop and implement the right strategies.
