Darrell specializes in assisting business owners, retirees, and professionals to accumulate and preserve wealth. He develops each portfolio one investment at a time, incorporating a client’s financial objectives, risk tolerance, estate planning needs and tax considerations. Darrell earned a Bachelor of Commerce from the University of Saskatchewan and holds the Chartered Investment Manager, Certified Financial Planner, Financial Management Advisor, and Fellow of the Canadian Securities Institute designations. He formerly served on the Manitoba Board of the Investment Industry Regulatory Organization of Canada (IIROC).

Raised in rural Saskatchewan, Darrell maintains strong connections to his roots. He resides with his family on his acreage near Teulon, MB. In his spare time, Darrell volunteers as a coach for a basketball team and keeps very active with his two sons’ sports and extracurricular activities.

Matt helps us to maintain and enrich our client relationships. He administrates our Client Management System and helps facilitate the team’s written communications. To ensure plans are put into action, Matt implements investment management, research and special projects. He also works closely with Brock to promote our group in the community.

Matt graduated from the University of Manitoba with a Bachelor of Commerce degree in Finance. Highly involved in the Asper School of Business, Matt co-ran the University of Manitoba Investment Group and took part in the CFA Institute Research Challenge, an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. In his spare time, Matt plays hockey and golf and relaxes with family and friends in cottage country.

Cedric holds a Chartered Accountant designation and works closely with our high net worth clients to provide ongoing holistic wealth planning solutions that encompass many areas of their financial lives. We feel that our clients benefit from his expertise and knowledge in accounting – he is able to advise them on even the most sophisticated and complex aspects of their wealth.

Cedric’s accountancy training included completion of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and the Advanced Tax Issues for the Owner Managed Business Course. He is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Manitoba, the Estate Planning Council of Winnipeg, the Canadian Tax Foundation and the Financial Planning Standards Council.

Having been in the business 35 years, Jeff seems to know the industry inside and out and has a knack for anticipating needs. Jeff handles all our client service activity together with Jenna Brown. He also leads the administrative component of our group, efficiently organizing the office for Darrell and Brock. He holds the Chartered Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute designations.

Born and raised on a cattle ranch in the Interlake, Jeff enjoys the outdoors and sharing a good laugh with family and friends. His kind and generous personality brightens up the office.

Deenish joined our team in 2017 and is our marketing and events coordinator. She organizes client seminars and charitable sponsorship events, arranges passes for clients to attend museums and other attractions, and assists with client communications.

With her bright energy and contagious laugh, Deenish creates a client experience that goes beyond financial matters to make a meaningful impact on people’s lives. She also contributes a host of ideas for our continued growth. Deenish holds a Bachelor in Business Administration with a major in Economics.

Jenna co-leads our administrative hub along with Jeff Sveistrup. Her strong work ethic and keen attention to detail help to keep us well organized and efficient. Jenna has 10 years of experience in financial services and prides herself on delivering prompt and professional service.

Born and raised in Winnipeg, Jenna spends her time away from the office cultivating her backyard garden and spending quality time with her niece.

Our most senior team member, Peter has been with us since 2000. He arranges seminars and appreciation events to keep clients informed. Peter improves our interconnectivity and efficiency using his experience at Manitoba Telecom Services (MTS). A former business consultant, process engineer, licensed facilitator and credit union director, Peter shares a wealth of strategic planning, process improvement, marketing, and communications knowledge with our team. He is instrumental in refining our client experience and assists with internal training and blue-sky meetings to spark creativity. Very involved in his community of Transcona, Peter is often featured in the media.

You may find him and his wife at various arenas watching their grandchildren play hockey. Peter recently won the Premier’s Volunteer Service Award 2018, the Lieutenant Governor’s Award for Volunteerism, the Transcona Community Leadership Award, and the Casera Community Award for Community Leadership 2018.