Find a CEA

I am an accredited and experienced Senior Financial Planner at Innova Wealth Partners Inc.  I have many roles within our comprehensive financial planning firm.  Specialities include the creation of financial plans, tax plans, wealth accumulation strategies, risk management, estate planning and special needs.

I am Supervisor, Member Service at Access Credit Union at our 803 Leila Ave, Winnipeg Branch.  I have worked in the Credit Union System for 20 years and it is very important for me to be able to provide our members with the best financial advise I can.

You have a vision for your financial future. Building and protecting wealth requires a plan. As a Certified Financial Planner® and Chartered Life Underwriter, I provide the long-term strategic perspective you need.

I specialize in Group Benefits, Life Insurance, Disability Insurance, Critical Illness, and Complex Financial Plans. I love to work with small business owners to determine the best strategies for their families and their corporations.

I specialize in financial plans and protection plans for young families and business owners. There should be thought put into your plan so that it meets your stated goals. I create partnerships with my clients and work with them through the personal and professional stages of life.

I create unique and custom catered benefit and group retirement plans for employers to help retain and recruit team members. Benefit plans should not be one size fit all! They should fit your unique work force and should be reviewed regularly to ensure they meet your stated goals and values. I will work with you to keep your company and your staff happy.

One of the most important investments that we make for our clients is time. I became a Financial Advisor with Edward Jones in order to help people. I do this by first investing my time understanding what is most important to you.

We have a carefully constructed 5 Step Process that helps to slow life down. We put all of the pieces of our client's financial puzzle into place as life unfolds and needs evolve. We stay true to our philosophy of helping clients achieve financial independence. The personalized plan that we put together will steer our clients towards reaching and maintaining a work optional lifestyle.

Our branch team is made up of myself and Branch Office Administrator Patty Mills. Together, we enjoy nothing more than helping our clients achieve their dreams.

We are not alone in this. Thousands of people and advanced technology support our office to ensure that you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your accountant, lawyer and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.

When I am not in the office I enjoy spending time with my wonderful wife, Callie, and our growing family. We enjoy travelling and can be found taking in a baseball game during much of the summer.

I look forward to meeting more wonderful people and helping you achieve your most important dreams.

 Over 28 years in financial industry  include financial

 planning , wealth planning and insurance solutions.