My team and I - Melissa Wilkinson, Carter Routledge, Nicholas Moffat, and Mackenzie Moffat partner with professionals, business owners, retirees, and their families to help reach their financial goals.
I have 17 years experience helping individuals with planning for retirement, living in retirement, risk assessment, and preparing for the unexpected. Education has always been important to me and led me to obtain the CFP®
designation. I am a fellow of the Canadian Securities Institute, and in 2019, I earned a Masters in Business Administration with merit from the University of Liverpool.
Recently i was interviewed by Wealth Professional Magazine, after I was nominated and named one of the Leading Woman in Wealth for 2021.
I am happily married to my husband Brian - we have 4 adult children, 2 grandchildren, with another one on the way, and our 2 dogs Rudy and Briar. When I'm not working, I enjoy spending time with family and friends, adding my ukulele videos to my YouTube channel, working out daily, and cooking a fantastic meal!
Our community is important to me, which led me to join the Kinette club of Brandon in 2007, where I help to serve the greater need in Westman. I am also currently a member with the Chamber of Commerce.
Call our office at 204-727-0927 to schedule time to discuss your unique financial situation and how we can help you.
- Retirement Savings Strategies
- Wealth Protection Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Divorce Finances
- Education Savings Strategies
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