Money was pretty tight for us, growing up. My parents worked hard but we didn’t have much, so I learned from a young age the importance of making whatever you had stretch out as far as it would go. As I got older and got my first credit card, I had to teach myself how to manage my money and how to come out of debt. I think this experience is what inspired me to want to help others, and I eventually found value in educating people and offering financial advice. Now, I love to spend time with my two children, ages 13 and 15- we enjoy fishing, basketball, volleyball and hockey.
In 1992, I first started working in various roles at the local bank branch in Carman and Portage la Prairie, MB. I found that I was good with people, and I developed a pretty good understanding of economics, accounting and financial services from my previous work experience and course work. I first joined Edward Jones in 1999 as a Business Office Administrator.
In 2001, I moved to Brandon to open my own business, and thankfully a number of my clients stayed on with me. When meeting with new clients, I often take a high-level approach to learn about their situation, and I build a plan that’s based on their lives and priorities. I often say, the better I understand your situation, the better I can help. I feel the most gratitude and satisfaction when I see my clients overcoming certain milestones and knowing that I was able to help them get back on track and regain control.
- Business Retirement Plans
- Retirement Income Strategies
- Divorce Finances
- Wealth Strategies
My Personal Interests
- Movies & Entertainment
Office Address718 18th Street
Brandon, MB R7A 5B5 opens in a new window
Phone NumberDavid Wiebe at (204) 728-4948
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