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.
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
Making the most of a First Home Savings Account
Jan 04, 2024
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....Read more
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