My team and I - Melissa Wilkinson, Nicholas Moffat, and Mackenzie Moffat partner with professionals, business owners, retirees, and their families to reach their financial goals.
I have 15 years experience helping individuals with planning for retirement, living in retirement, risk management, and preparing for the unexpected. Education has always been important to me and led me to become a Certified Financial Planner, fellow of the Canadian Securities Institute, and most recently earning a Masters in Business Administration with merit from the University of Liverpool.
I recently attended the Women's Conference, where I was recognized as a "top female financial advisor" for 2019. I have received this achievement for the past five consecutive years. This conference is a wonderful opportunity to share and learn from one another, energize and inspire our women financial advisors and facilitate mentorship.
I am happily married to Brian, we have 4 adult children, 1 grandchild, and our dog, Rudy. 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.