Tag: Investments

Miles was born and raised in Winnipeg and is known to many Manitobans as the retirement subject matter expert. With an advisory approach rooted in diligent research, disciplined process and service excellence, Miles’s reputation was built over his many years of helping families and business owners achieve their financial goals, properly fund their retirement lifestyles and build a meaningful legacy Read more...

For over 25 years, Tim Duquette has been helping individuals, farm families and businesses, grow and protect their wealth. Working with a network of highly skilled professionals, Tim specializes in Estate, Tax, and Succession Planning Strategies. His holistic, integrated approach to wealth management both simplifies and enhances the quality of his clients’ lives. Helping people achieve their lifestyle and legacy Read more...

Hi, I’m Scott Dyke, Senior Financial Planner with Westoba Financial Solutions Ltd. I have been in the financial services industry for over 18 years – seven years as a Financial Planner. I have my Personal Financial Planner (PFP®) designation which has prepared me to help members achieve their savings goals and am continuously furthering my designations and education to serve Read more...

Kim Inglis, BCom, CIM, PFP, FCSI, CAFA Portfolio Manager Kim is the founder of Inglis Private Investment Counsel, a financial advisory practice within Raymond James Ltd. She collaborates with families, entrepreneurs, corporations, and charities to achieve their financial goals. Kim obtained her Bachelor of Commerce from the University of Victoria. Her entrepreneurial spirit drew her to the financial services industry, where Read more...

We are The Promhouse Financial Group, a family-run Wealth Management group that has over 90 years of combined experience and expertise in assisting individual and institutional investors achieve their goals and dreams. We provide affluent families & businesses like you with financial solutions that will both sustain your current lifestyle, and also preserve and enhance your wealth for future generations. Read more...

  Jeff grew up in Lang, Saskatchewan, a rural farming community between Weyburn and Regina. As a Financial Advisor out of Weyburn, he works with clients in Manitoba, Saskatchewan and British Columbia. Jeff has been around farming his entire life, having grown up on a grain farm a few miles outside of Lang. He still helps out how he can Read more...

I’ve worked 30+ years in financial services and since 1987, my team and I have worked hard to create a safe place for families, business owners and individuals become financially independent. I enjoy spending time with my family including our 4 legged friends Ace and Charlie, playing on the golf course and “cheering on” my hockey team. There are many Read more...

Michael has been in the financial services industry since 2017. He holds a Bachelor of Business Administration Degree along with a Bachelor of Science in Biology. He has received numerous scholarships and achievements throughout his university career. Michael works closely with Don and Jon to build client presentations for retirement & estate planning perspectives. He is fully licensed to place Read more...