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About Us

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

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.