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Karen McIvor
Mark Moulson, CFP, CLU, TEP, RHU
Shane Verity, CPA, FMA

1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6


We specialize in providing Wealth Advisory Services to established individuals by partnering with them to implement a comprehensive wealth strategy. By developing a customized strategy that addresses all aspects of family security, income and asset preservation, estate and retirement planning, and philanthropy, our clients are well positioned to realized their vision for their lifelong goals and dreams. We believe that by creating organized and simplified wealth management plans, we alleviate anxiety for our clients and ultimately provide complete peace of mind.

Behind us are the extensive resources of BMO Nesbitt Burns. As a member of BMO Nesbitt Burns Financial Group, one of the largest financial service providers in North America, BMO Nesbitt Burns offers a broad range of retail banking, wealth advisory and investment banking products and solutions to clients across Canada and in the United States. Since its origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their financial objectives and goals with the highest standards.

Our Business Philosophy

We believe that a disciplined, process-driven approach, focusing on all aspects of our clients' wealth, is the prudent way to manage their financial matters. We also believe in taking a consultative approach with clients. This involves identifying all essential financial details, discussing issues, articulating concepts, presenting various strategies and together coming up with solutions.