Our Team

As a Senior Financial Planning Advisor, Tony brings over 40 years of experience to the Wealth Management experience of our team. Tony helps individuals, families and business owners achieve their personal and business goals by providing integrated wealth management solutions that simplify and enhance the quality of our client’s lives. Among the greatest strengths he brings to his client relationships are in the areas of knowledge, integrity and commitment to exceptional service.

Tony holds the Certified Financial Planner® (CFP) designation. He is licensed to advise on mutual funds, segregated funds, annuities, life insurance, and accident and sickness insurance products.

Insurance products and services provided through Assante Estate and Insurace Services Inc.

Since 2000, Scott has assisted families and businesses in structuring their financial affairs efficiently to achieve their personal and business goals by offering highly personalized advice. 

He sees his clients as partners and seeks to educate them about their choices, simplifying the complex, and providing the perspective and understanding needed so they can make choices that are right for them; choices that are consistent with their beliefs and fostered with the conviction needed to stay comfortable, confident, and disciplined with their strategies, which are the necessary conditions for success.

Working with his team, he coordinates and manages his client’s evolving needs, drawing on the expertise of a diverse network of skilled professionals when necessary.  Scott has earned the Certified Financial Planner® designation, recognized internationally as the top professional accreditation, and was named to the FPSC President’s List for his top performance.  He is licensed to advise on deposit products, mutual funds, segregated funds, annuities, life insurance, and accident and sickness insurance (including group insurance benefits and group retirement savings programs).

David has been helping individuals, families and business owners achieve their lifestyle, financial and business goals since 2015. Working with a team of highly experienced advisors, David is dedicated to providing quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives.

Having obtained a Business Administrative Diploma in both Financial Services and Accounting at Red River College, David is licensed to advise on deposit products, ETFs, mutual funds, segregated funds, annuities, life, accident and sickness insurance. He also holds the Certified Financial Planner® CFP® designation.

In his spare time, David volunteers with the Boys & Girls Clubs of Winnipeg and enjoys playing squash, hockey and golf.

Whitney has been working as an administrative professional since 1995 with over 10 years of experience as a Financial Administrative Assistant.  Her diverse background brings a unique blend of administrative expertise to the team.  Whitney works with the advisors to assist their clients to meet their financial objectives and provide a positive customer experience.

Family, music, and career are Whitney’s passions.  She recently became a grandmother, is learning how to play guitar, and continues her education to enhance her industry knowledge.