As Certified Financial Planners®, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Brett Klassen, B.A., CFP®
Partner, Certified Financial Planner
- CFP, Certified Financial Planner designation attained January 2019.
- Level 1 CFP attained in 2017.
- Completed B.A., major in Business, at Brandon University in 2009.
- Started in the Financial Services Industry in 2015 with Investors Group.
Rae Schroeder, CFP®, RRC
Partner, Certified Financial Planner
- CFP, Certified Financial Planner designation received in 2018.
- Level 1 CFP attained in 2016.
- Registered Retirement Consultant designation attained in 2016.
- Certified Executor Advisor designation attained in 2016.
- Started in the Financial Services Industry in 2009.
Cody Matthewson, QAFP
Qualified Associate Financial Planner
- Certified Executor Advisor designation attained in 2016.
- Started in the Financial Services Industry in 2013.
Carly Yuen
Alternate Branch Manager / Administrative Assistant
- Started in the Financial Services Industry in 2007
- Canadian Investment Funds Course 2008
- Labour Sponsored Investment Funds Course June 2009
- Canadian Investment Funds Operations Course 2009
- Branch Compliance Officer Course 2010
- Commissioner of Oath in the Province of Manitoba
