Craig Pringle

Vice President And Investment Advisor

306-791-9228 | Email me | Visit Website

Daryl Marcia, MBA, FICB

Investment Advisor

306-791-9245 | Email me | Visit Website

Dave Barnard, CA, CFA

Portfolio Manager

306-777-0047 | Email me | Visit Website

Dave Kot, FMA

Vice President And Wealth Advisor

306-777-0573 | Email me | Visit Website

Good Stefan Wealth Management 

1-800-667-8555 | Visit Website

Kevin Ell

Vice-President & Assistant Branch Manager

306-777-0043 | Email me | Visit Website

March-Burwell Wealth Management Group 

306-777-0543 | Email me | Visit Website

Paul Forer Wealth Management Group 

Email me | Visit Website

Reddick Wealth Management 

306-777-0577 | Email me | Visit Website

Ryan T. Osicki, BA

Investment Advisor

306-791-1607 | Email me | Visit Website

Sather Wealth Management 

Visit Website

Terry Springer, MBA, CIM, FCSI

Vice President And Investment Advisor

306-777-0520 | Email me | Visit Website

The Milligan Private Wealth Management Team 

Email me | Visit Website

Troy Edwards Wealth Management 

Email me | Visit Website

Jim Grundy

Jim Grundy, Branch Manager and Janelle Galenzoski, Branch Administrator, are responsible for all branch operations. They welcome your calls and inquiries.

Our Wealth Management Specialists

Trent Chekay

Regional Insurance Specialist

Trent Chekay is a valuable member of our investment advisor teams, helping to create and preserve your wealth. Trent employs a comprehensive process to assess your needs and then recommends creative, tax-exempt insurance products that will help you achieve your wealth management objectives.
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Donald Bell, B.A., LL.B., CFP, R.F.P., TEP

Will & Estate Consultant
Wealth Management Services

Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their Investment Advisors.
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Tim Squire, FCGA, CFP, CLU, FMA

Financial Planning Specialist

Tim has been working in the financial services industry since 1992 both as an advisor and a specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
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Lance Dimond, B.Comm (Hons), CFP, FMA

Financial Planning Consultant

Lance attended the University of Manitoba where he completed a Bachelor of Commerce degree (Honours). He holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.
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