Our team

Paul is a Certified Financial Planner (CFP) and CFA charterholder with over nine years of experience working with individual clients. He has gained an extensive range of knowledge over his years in the world of finance working in both Canada and the United States. Paul worked as an equity research analyst for a mutual fund and risk analyst focusing on fixed income for the Manitoba Credit Union system. Additionally, through a Bachelor of Education, Paul has a unique skillset that allows him to explain the complex in a simplified way. 

Eric has worked in finance for over a decade. His experience includes working as a financial trader, transacting billions of dollars across equities, fixed income, options, and other products. He also has a wealth of experience advising clients in a younger demographic. Helping them balance life with debt repayment and saving for retirement. Eric’s outgoing nature makes it easy for him to build lasting relationships with clients of all generations. In addition to his experience in wealth management, Eric worked at the branch level for years following his retirement as a Dancer for the Royal Winnipeg Ballet. 

Karen has over 30 years of experience in financial services across a wide range of roles. She is responsible for day-to-day operations and managing our business internally so the team can focus solely on clients.

Raelene is our client service and operations manager. After obtaining a Bachelor of Commerce degree from the University of Manitoba, Raelene joined Paul more than eight years ago and has been the friendly face greeting clients ever since. Raelene helps make client experiences and transitions run smoothly, always focusing on the client as a person rather than a number.