Meet The Team
Investment Advisor
Portfolio Manager
CFP®
FCSI®
CIM®
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.
English
Associate Investment Advisor
CPA, CA
CFP®
TEP
Cedric Paquin has attained the Chartered Accountant, (CA), Certified Professional Accountant (CPA), Certified Financial Planner (CFP®) and the Trust and Estate Practitioner (TEP) designations and has over fifteen years of industry experience. He is focused on providing investment advice and tax-planning strategies to high net worth families and business owners. We feel that his expertise and knowledge in accounting will enable him to devise tax-efficient wealth strategies for our clients.
Associate Investment Advisor
Associate Investment Advisor
Scott Wheeler is the newest member of our team. He comes to us from his previous role within TD Canada Trust where he managed the TD Small Business Banking division in Manitoba. Leading our business development, he will leverage his expertise in complex banking solutions to focus primarily on business owners and professionals helping to ensure our prospective new clients are up to date and well informed.
Client Service Associate
Client Service Associate
Deenish Roopra has been a valued member of our team for over eight years. As the lead of our client communication strategy, her role encompasses reaching out to clients to make sure we have a thorough understanding of what is important to you so we can personalize your investment portfolios, wealth plans and make updates as changes occur. She will also periodically provide updates on investment portfolios, investment strategies and either conduct or schedule meetings to help us develop and deliver holistic wealth advice. She also manages our schedule so please reach out to Deenish if you would like to book a telephone, in-person, or virtual meeting
Client Relationship Associate
Client Relationship Associate
Jenna Brown has been working with our team for over 10 years and has been in the Wealth industry for over 17 years. She is the hub of our office and the first point of contact for all operational matters. She handles everything from opening client accounts, sending and receiving funds, converting registered accounts to retirement income streams, and making RRSP and TFSA contributions on your behalf. Please reach out to Jenna for any operational matters such as documentation updates, address changes and other important information to help ensure we have your most accurate and up to date information.
Client Service Associate
Client Service Associate
Liz Klippenstein is our go-to person for information technology and operations, with nearly 30 years' experience in the regulatory environment with The Manitoba Securities Commission. She thrives on streamlining processes and creating new and innovative strategies to enhance our private client experience.
Client Service Associate
Client Service Associate
Selina Speranza is our administrator of client operations. She was a Private Banker Associate with TD Wealth Private Banking for the past 6 years, and is currently attaining her diploma in Project Management. Her goal is to continue to develop our service support for a unique private client experience. Her team focus is continuous process improvements, team efficiency and organization of our client events.
