Dwayne Portey, CFP, CIM
Financial Planning Advisor
Dwayne began his career in the financial services industry in 2000. After graduating from the University of Manitoba, he started working at a Canadian Chartered Bank, obtaining his Mutual Fund license, and gaining valuable experience in both credit and investment products. In 2003, Dwayne added insurance products to his repertoire as he moved on to work with a major Canadian Life Insurance Company. In 2010, Dwayne obtained his Certified Financial Planner designation; validating his knowledge, and experience in the areas of Retirement Planning, Strategic Investment Planning, Income Tax Planning, as well as Risk Management and Estate Planning. The CFP certification is the most widely recognized financial planning designation in Canada and is considered the gold standard for the profession, representing the highest level of competence, ethics and practice. Proud to have established and grown his business in Thompson, the city which he was born and raised, Dwayne continues to be an active volunteer for youth athletics and community projects. If you would like to learn more about Dwayne’s credentials and what he can do to help you achieve your goals, or if you have any questions about financial planning, please call 204-778-1675 or email email@example.com.
Will Higher Inflation Lead to Higher Returns?
Nov 15, 2021
What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....Read more
Energy Gridlock: The Sign of Economic Slowdown?
Oct 27, 2021
Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....Read more
Leave a Note
Please fill out the form below