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Our mission as a team is simple: to create incredible success for everyone around us and always push the limits of what we think we can achieve.
Senior Portfolio Manager & Investment Advisor
Associate Wealth Advisor
Associate Advisor
Wealth Associate
Investment Associate
Administrative Assistant
Our team believes strongly in the power of educating through experience. For nearly three decades, we've employed students from the University of Manitoba's commerce program on a part-time basis, allowing them to gain valuable industry knowledge while completing their schooling.
Student
As founder and senior portfolio manager at Winestock Childerhouse Wealth, Paul has spent more than four decades building long-lasting relationships with our clients based on a foundation of trust and transparency. Paul's passion for investments and tracking markets is evident in his work, and he takes great pride in being entrusted with someone's wealth. He has dedicated his career to staying ahead of the curve when it comes to the latest industry trends and investment strategies, and, as a member of our investment committee, plays an active role in the management of client portfolios.
Paul's commitment to his clients and the financial industry has earned him recognition as one of the leading investment advisors nationally. He holds a Bachelor of Commerce in finance from the University of Manitoba and is a Fellow of the Canadian Securities Institute (FSCI), the highest honour in the Canadian investment industry.
All about Paul:
Paul is a sports fan and an active supporter of Rady JCC Ken Kronson Annual Sports Dinner, which has contributed to the many jerseys he proudly hangs in his office in Winnipeg.
Paul and his wife, Jackie, have recently become grandparents – they have one granddaughter and one grandson.
In his spare time, Paul enjoys spending time with his family, playing golf, and travelling south to Palm Springs.
An integral member of our team for over two decades, Dan is proud to serve as co-leader of Winestock Childerhouse Wealth. As senior portfolio manager, he takes an integrated approach to wealth management, leveraging the vast resources of RBC Dominion Securities to offer comprehensive strategies that encompass all aspects of our clients’ lives. Dan believes that planning is a critical component of achieving long-term success, and he works closely with our clients to develop personalized investment and wealth strategies that are aligned with their specific needs and goals. Alongside Paul and Kai, Dan also sits on our team’s investment committee, where he helps oversee day-to-day portfolio management.
Dan is a graduate of the Bachelor of Commerce program at the University of Manitoba with a major in finance and holds several other industry credentials, including his Financial Management Advisor (FMA) and Chartered Investment Manager (CIM) designations. Dan is also life insurance and options licensed.
All about Dan:
Dan and his wife, Christele, are proud parents to two young sons, Danik and Neven, and love spending time outdoors as a family.
Dan originally joined our team as a summer student in 2001 and has been working with us ever since.
In his free time, Dan loves woodworking and construction projects. He is consistently challenging himself with new projects, like building a bunkhouse or an elaborate shop for his tools.
Having been heavily involved in sports growing up, Dan still enjoys playing hockey, golf, and transitioned from playing soccer to coaching his sons playing soccer. A fun fact about Dan – in his youth, he was a competitive 10 pin bowler and competed for Team Canada.
Associate Portfolio Manager
Kai started with RBC Royal Bank in 2012, joined Winestock Childerhouse Wealth in 2015, and is a member of the Winestock Childerhouse Wealth investment committee. Kai works closely with Paul and Dan to construct, monitor, and rebalance our clients' portfolios and help them reach their financial goals. Kai is passionate about staying up-to-date on market conditions and economic data; he diligently analyzes current and potential investment strategies and solutions on behalf of our clients.
Kai completed his Bachelor of Commerce degree at the University of Manitoba with majors in finance and marketing. In 2018, Kai earned the Chartered Financial Analyst (CFA) designation, and is currently a member of the CFA Institute and CFA Society of Winnipeg. Kai is also a Chartered Alternative Investment Analyst (CAIA) charterholder.
All about Kai:
Away from the office, Kai and his wife, Rachel, enjoy going for hikes in the summer, travelling to warmer destinations in the winter, and volunteering.
Kai is heavily involved in his local community and loves to give back as much as he can.
During the summer, Kai enjoys staying active on the golf course and is a member of Glendale Golf and Country Club.
Kai is a proud member of Peguis First Nation.
Tyler takes pride in helping high-net-worth families and business owners align their goals, priorities, and strategies with their long-term objectives for retirement and estate management. He enjoys working with individuals to understand their unique needs so he can outline highly personalized, comprehensive strategies for tax-efficient estate planning. Tyler has been a valuable member of Winestock Childerhouse Wealth since 2010.
Tyler received his Bachelor of Commerce degree from the University of Manitoba in 2012 with majors in both finance and management information systems. He holds his Chartered Investment Manager (CIM) designation and, in 2021, earned his Certified Financial Planner (CFP) designation. Partnering with many units of RBC and a talented roster of specialists, Tyler continually strives to surpass his clients’ personal wealth management expectations and business succession goals.
All about Tyler:
In his spare time, Tyler enjoys checking out local theatre, with a special interest toward improv and the Winnipeg Fringe Festival.
Tyler enjoys getting together with family and friends for an evening of board games – he never wins, but is determined to keep trying.
Kara is an experienced financial professional with nearly two decades of industry experience. Prior to joining the Winestock Childerhouse Wealth team, she spent 9 years supporting RBC clients, their families, and their businesses, as well as internal business partners across all departments of RBC. As an essential part of our team, Kara focuses her time on financial literacy, relationship management, financial planning, and family office services.
Kara is passionate about financial wellness and literacy for all Canadians and utilizes her Certified Financial Planner (CFP) designation and experience to provide relevant and valuable advice to all those she works with. She is passionate about lifelong learning and personal well-being and always strives to be her best. Her dedication, care, and empathy toward her clients and colleagues are evident in all that she does.
All about Kara:
Kara and her husband, Wes, have a very active family that can be found at hockey rinks in the winter and at the lake during the summer.
Kara loves an adventure, whether it be with her family or friends, big or small. Ralph Waldo Emerson’s quote, "Life is a journey, not a destination," is one of Kara's favourites and sums up her approach to life.
Currently on leave.
Erica is a key member of Winestock Childerhouse Wealth. Her forward-looking attitude, combined with her remarkable creative thinking skills, ensure we remain current and proactive while seeking out new opportunities. Erica is responsible for coordinating our proposals and submissions for requests for proposals (RFPs).
Erica joined our team in 2016 after graduating with distinction from the Asper School of Business, having received a Bachelor of Commerce degree from the University of Manitoba with majors in finance and accounting. She has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) course, and the Wealth Management Essentials (WME) course through the Canadian Securities Institute.
All about Erica:
Outside of the office, Erica enjoys spending time with her family and friends.
Erica loves travelling and discovering new places.
An essential member of our team since 2015, Benji draws on his considerable organizational skills to take care of portfolio reviews, address inquiries, and advise on general administration. He is committed to boosting clients' financial confidence and supporting client needs by offering proactive advice, customized recommendations, and preparing them for retirement. Benji also assists in providing private clients with financial projections.
Benji received his Bachelor of Commerce degree from the University of Manitoba in 2015, where he majored in finance and marketing. Since graduation, Benji has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) course, the Wealth Management Essentials (WME) course, and the Advanced Investment Strategies (AIS) course.
All about Benji:
Away from work, Benji enjoys spending time with his wife, Gabi, and their one-year-old daughter Mavis.
Benji is committed to giving back to his community and is a board member for several local organizations, including the Chevra Mishnayes Synagogue, the Kadima Dance Company, and the Chesed Shel Emes (Jewish burial society). He also sits as a committee member on the Jewish Foundation of Manitoba's grant committee.
Since joining Winestock Childerhouse Wealth in 2018, Chad has become an expert on complex account opening processes, documentation, and account modification. He is a key player in our administrative team and helps handle cash management and account transfers.
Chad graduated from the Asper School of Business in 2020, receiving a Bachelor of Commerce degree from the University of Manitoba with majors in finance and accounting. A keen learner, Chad has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course through the Canadian Securities Institute.
All about Chad:
Chad enjoys being active and plays both ultimate and hockey.
Outside of work, Chad loves to spend time with friends, listen to music, and play the piano.
Daniela is currently working with Winestock Childerhouse Wealth on a part-time basis while she completes her Bachelor of Commerce degree at the University of Manitoba. Having previously worked in quality control, operations, and accounting, she now provides support for meeting coordination, expense management, documentation, as well as other administrative and marketing items.
All about Daniela:
Daniela was born in Ukraine and immigrated to Winnipeg with her family in 2010.
When she’s not working or studying, Daniela enjoys snowboarding, going to the cottage, and spending time with friends.
Parth is currently working with Winestock Childerhouse Wealth on a part-time basis while he completes his Bachelor of Commerce degree at the University of Manitoba. He assists our team with account reporting, documentation, meeting coordination, and other general administrative tasks.
All about Parth:
Parth grew up in a small town in India named Jagadhri and moved to Winnipeg after completing high school.
In his free time, Parth likes to play guitar and sing – he used to be in a band back in India.
Jordyn is currently working with Winestock Childerhouse Wealth on a part-time basis while she completes his Bachelor of Commerce degree at the University of Manitoba. She assists our team with documentation, meeting coordination, and other general administrative tasks.
All about Jordyn:
Jordyn grew up in Airdrie, Alberta and moved to Manitoba in High school.
In her spare time, Jordyn enjoys being outside and spending time with her friends and family.
