Connect With Our Financial Planning Experts
Our specialized teams are ready to guide you through every season of your financial journey. Reach out directly to the department that best matches your planning needs.
Department Directory
Seasonal Planning Division
Miranda Blackwood
Senior Seasonal Strategist
Direct: +17058883686 ext. 101
Email: [email protected]
Tax Season Prep Holiday Budgeting Year-End
Reviews
Carlos Drummond
Quarterly Planning Specialist
Direct: +17058883686 ext. 102
Email: [email protected]
Investment Reviews Cash Flow Analysis
Educational Programs
Priya Vasquez
Program Development Lead
Direct: +17058883686 ext. 201
Email: [email protected]
Course Design Workshop
Planning Learning Resources
Main Office
Address: 23 Iroquois Bay, Winnipeg, MB R2J 2E1, Canada
Phone: +17058883686
Email: [email protected]
Send Us a Message
Tell us about your financial planning needs and we'll connect you with the right specialist on our team.