Meet Our Team
Branch Manager
Mario has been actively involved in the financial services industry since 1973. Over this time, his practice has grown primarily through referrals from clients — a reflection of his strong commitment to helping our clients reach and surpass their objectives. Today Mario is focused on the specialty areas of:
▪ Comprehensive Financial Planning
▪ Investment Management
▪ Retirement Income Planning
▪ Tax and Estate Planning
▪ Financial Risk Management
▪ Inter-Generational Wealth Transfer
He holds designations as:
▪ Certified Financial Planner (CFP)
▪ Chartered Life Underwriter (CLU)
▪ Chartered Financial Consultant (CH.F.C.)
He is a member in good standing with the following professional organizations:
▪ The Financial Advisor Association of Canada (ADVOCIS)
▪ Canadian Association of Financial Planners-Charter Manitoba Member (CAFP)
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