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.
It Is a Tougher Game When Central Banks Turn Hawkish
Jun 29, 2022
Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....Read more
Can your risk tolerance change?
Jun 15, 2022
Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....Read more
Buy low, sell high—the challenges and opportunities
Jun 15, 2022
It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...Read more
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