Juana Baldwin, CFP
Financial Planning Advisor
Juana has over 20 years experience in the financial services industry. Sincerity, integrity and dedication to exceptional personalized service, through a comprehensive planning approach are her core values.
Finances can cause stress, and the financial world can be difficult to understand. Juana is passionate, about working with her client family to educate and coach them on their path to financial well-being. She believes that by getting a full understanding of her clients financial and lifestyle needs, she is able to work with them to put together a plan to achieve, protect and obtain realistic goals. It is an on-going, interactive relationship and together, through all stages of life, the drive is to both simplify and enhance clients lives through integrated planning solutions.
Juana has a passion for learning and believes in the importance of creating financial literacy, and enjoys speaking at different events.
Juana is happily married, and a very proud step-mom. She also has 2 dog-children (both adoptees from the Winnipeg Humane Society). You may find her out and about on local hiking trails, near a ball diamond, camping (still using a tent), at a curling rink or enjoying local musicians. Her passions at home, include reading cooking, and paper crafting.
Monetizing the Tech Revolution
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Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....Read more
Pressure Continues to Build
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As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....Read more
Have you planned for digital assets
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Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....Read more
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