Our Wealth Partners

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

With 25 years in the financial sector, David specializes in crafting tailored strategies for protecting and transitioning client wealth in Winnipeg, Manitoba and surrounding areas. He views estate planning as a blend of precise management and personal care, working closely with clients to navigate estate administration and reduce family conflict. David’s approach is rooted in professionalism and empathy, ensuring that beneficiaries' needs are met with diligence. His dedication to philanthropy and comprehensive wealth planning helps instill confidence and peace of mind in every client he serves.

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.