I grew up in North West Winnipeg. I realized that being able to help people was really important to me at a young age and have always carried a passion to help others.
I started working with Edward Jones in 2008, and it seemed like a natural transition from my previous financial services roles. I have accumulated a vast knowledge of finance and ways of serving clients, and I saw an opportunity to apply this knowledge in a way that suited my goals and to develop myself while also serving members of my community.
It’s important to me to build close relationships with all my clients. I like to be involved in enhancing every aspect of their financial well-being by helping them as much as I can with their short and long-term goals, even if it has nothing to do with actual investments. Partnering with them using an established process that meets their goals is what I feel brings me closer to my clients, but also makes them feel like family. Doug, my office administrator and I work really well together to help serve our clients. He’s always giving 110 percent and going out of his way to ensure their needs are met.
In our free time my wife Stephanie and our three children, Angelina, Madilynn, and Snow enjoy camping, travelling, and entertaining at our home. With three kids time is a valuable commodity and we always make sure to sit down together at the dinner table and eat together regardless of how crazy our schedules may get. It's important to make time for the people or things that are important in your life. Establishing a plan for my clients life is what I do best.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Business Owner Considerations
- Retirement Savings Strategies
My Personal Interests
- Home Improvement
- Spending Time with Family
- Active Lifestyle
Phone NumberMick A Kolteski at (204) 669-8637
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