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Portfolio Reviews | Retirement Strategies | Education Saving Strategies | Life Insurance | Estate and Legacy Planning | Succession Planning

As a financial advisor at Edward Jones, I bring together strong financial expertise, exceptional service, and an entrepreneurial spirit to deliver personalized financial strategies. Originally from India, I moved to Canada in 2014, settling in Niagara Falls, and a career opportunity brought me to Regina in 2017. My background in the farming industry, combined with my dedication to making a positive impact, fuels my passion for meeting the financial needs of my community.

I work with clients in agriculture, land development, and professionals such as lawyers, accountants, engineers, and physicians. Consistent with the Edward Jones philosophy, I employ a conservative investment approach, focusing on capital preservation, income generation, and steady, long-term results. This approach ensures confidence for my clients as they pursue their financial goals. I adopt a collaborative process, partnering closely with clients and a trusted network of professionals to create actionable plans. We provide sound investment advice, estate planning, tax-efficient insurance strategies, and goals-based financial strategies, all supported by a well-established process that uncovers what matters most to each client. Clients benefit from transparent fee structures, strong governance, and a trusted reputation.

I’m also passionate about mentoring young professionals and actively contribute to organizations like the Saskatchewan Young Professional Entrepreneurs, local community events, and the Canadian Association of Farm Advisors.

If you're seeking a dedicated financial advisor to craft personalized financial strategies, I would be delighted to connect. Whether you're a business owner in need of a comprehensive financial strategy or an individual looking to secure your financial future, I'm here to support you every step of the way. Contact me today to explore how we can develop a customized financial strategy that meets your unique needs. My Branch Office Administrators, Cassie Schuster and Kendall Gelowitz, and I are committed to exceeding client expectations. We look forward to meeting you soon.

James Wang, MBA, CFA, JD, CLU, REALTOR® is specialized in life insurance, investment, and real estate. He is fluent in both English and Mandarin Chinese.

An attentive, focused Advisor, who develops a long-term relationship with clients that
makes them feel truly understood and valued. Willing to go above and beyond for
clients, while truly listening to their concerns and needs allows me to
assist my clients in reaching their financial goals – keeping them up-to-date on
their progress and keeping them on the right path toward financial success.

I have more than 20 years’
experience in the financial services industry. I am a Past member of the Women’s Sales and Ad
Club of Belleville , acted as treasurer and First
Vice Chair of the club. 

Services

We offer a  wide range of
investment services, specializing in:

· 
educating clients on their investment choices;

· 
structuring portfolios to create cash flow during       retirement;

· 
providing clients with tax efficient strategies;

· 
helping clients organize their financial affairs.

Choosing me as your
financial advisor means developing a relationship with a financial advisor who
truly caters to your needs, and who knows and understands what your concerns
are for your future.

I have been a Wealth Advisor since 1997 when I originally entered the business working for my mother.  Later I purchased her business, my father's business and another advisor's business.  I am licensed as a Securities and Insurance Advisor which uniquely enables me to construct and implement strategies to maximize the potential for future success.

I was a Wealth and Estate Planner/Financial Advisor for thirty years until I sold my practice in 2019.

I held the following designations:

Chartered Life Underwriter, Chartered Health Consultant and Elder Planning Counsellor.

My clients often spoke of how they felt that I cared as much about their families as they did. I did! 

My mission and purpose: I want to help executors who have lost someone close to them navigate through one of the most difficult times in your life.  I want to take the stress and worry off of your shoulders so that you can focus on yourself and your families during your time of grief. 

Let me help you do that. 

With over 20 years experience, Adam built a successful career in wealth management thanks to his truly client-focused approach. Adam has ranked several times amongst the country’s top asset gatherers in ScotiaMcLeod’s Growth Council. In 2018 Adam was a finalist for the Investment Industry Association of Canada (IIAC) Top Under 40 Award and in 2022 he was honoured to be recognized as among one of Canada’s Top Wealth Advisors by The Globe and Mail’s Report on Business in their inaugural Best in Province ranking.

Dedicated to helping his clients reach their financial goals through sound investment strategies, Adam focuses on building strong advisor-client relationships. He manages investment portfolios for personal, corporate, and pension plan clients and specializes in dividend-growing corporations.

Adam holds a bachelor’s degree from McGill University with a major in economics and a double minor in management and political science. As an active volunteer in the Montreal community, Adam currently serves on the board of directors of Federation CJA and is President of the Solomon Schechter Academy Children's Foundation.   He is also a past President of the board for Les Écoles Azrieli Schools Talmud Torah|Herzliah and the United Talmud Torahs of Montreal Foundation and a past member of the board of the Donald Berman Maimonidies Geriatric Hospital Foundation.

Hello,

Our company provide complete full financial planning services to our clients.  My role as a Regional Director is to help coach our advisors in their role working with clients.

My current credentials are the RRC.  I have just passed the CFP exam and I'm awaiting the official approval.

If you need to know more, please feel welcome to contact me via email.

Working with individuals and corporations on estate planning and tax efficient wealth transfer to next generations.

I am an Estate and Trust Specialist at Cornerstone Credit Union. I help our membership share settle their loved one's estates. I also help refer them to the proper financial advisors to help them reinvest their inherence. 

Windrem Financial Group Inc and its affiliated companies WFGI Financial Services (Brokerage Division) and Integrity Benefits Solutions (Employee Benefits Division) offer a wide variety of financial service solutions both to individuals as well as corporations of various sizes.  As a full service financial services firm, we can help you achieve your financial goals.

Advisor:  Shawn R. Windrem

Certified Cash Flow Specialist (CCS)

Certified Health Insurance Specialist (CHS)

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)