Financial Planners near Assiniboine Park Zoo Winnipeg MB in Winnipeg, MB (61 Result(s))

YourStyle FinancialDoug Buss, CLU, CPC,a CFP We all have goals, whether financial, educational, spiritual or physical. A balance between all these goals is what is important - to you, and to me! My objective is to develop a personalized plan so that you can achieve your goals and ultimately, your dreams.Celebrating 25 years in the financial industry, with many of those years spent as a financial planner in Winnipeg, I have encountered many different client situations, both business and personal, where I have called upon my knowledge and experience to provide unique solutions.My greatest joy is the satisfaction of sharing my expertise with clients in implementing strategies to help them achieve their goals.

WelcomeAreas of Specialization:Dean has become known over the years as, 'The Man with a practical straight forward approach to financial planning.'He is known for this ability to conceptualize, execute and communicate innovative solutions to both individual and business financial institutions.Education & Experience:Dean Cockell is the Branch Manager for Portfolio Strategies in Winnipeg.He holds his Certificate in Financial Planning (CIFP) and also holds his EPC Designation as a charter member of the Canadian Initiative for Elder Planning Studies.Dean also holds his Designation and Certification as MFA (Master Financial Advisor)He is also a member of The Canadian Institute of Financial Planners.Dean is considered an authority on individual financial and retirement planning. His experience and education have covered a broad spectrum of management skills encompassing visionary leadership; public media relations; training and development; corporate and strategic planning; marketing and sales management; and joint venture/strategic alliances.Subscribe to Deans FREE newsletter .Got a Question for Dean?

Our Company After several years of preparing tax returns for family and friends during university, Chris Douglas formally began his financial services career in 1982. Primarily focused on insurance and GIC's (the 80's), to mutual funds (the 90's), the practise is now a full service financial planning centre, serving over 800 clients in 4 provinces. Douglas Financial provides complete retirement, estate, and tax planning advice. Chris is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC). In addition to volunteering on many local boards, Chris also teaches several financial planning courses at Red River College.Karen Barton joined our team in 2008 as our office assistant and brings with her many years of experience in the private sector.Chris Douglas CFP, CLU, CHFC, Douglas Financial Ltd., Unit 14 - 1700 Corydon Avenue, Winnipeg, MB, R3N 0K1Ph: (204) 987-2727 Fax: (204) 987-2729 Christopher.Douglas@manulifesecurities.ca

Does your plan accurately represent your true vision? Perhaps you've only engaged in traditional, tactical planning and key voids have yet to be discovered. At Blackwood, we start at a different place. We focus on the WHY of planning and help our clients articulate the mission behind their actions and the motivation that fuels implementation.We encourage you to learn more why we're different and how our unique approach can deliver better results. If you're an advisor who would like to learn how we may be a valuable addition to your existing team click here . Thanks for stopping by and we hope to speak with you soon.