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.
Lessons from March’s Bank Run
Apr 26, 2023
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....Read more
Fixed Income Commentary
Mar 29, 2023
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
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