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.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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