The motivation behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to realize how essential it is to prepare for the unexpected. I want to assist my clients by listening to their stories and life struggles and give them wholesome comprehensive advice.
Prior to Edward Jones I was an advisor with Sun Life Financial for seven years. At Edward Jones, we put the clients' needs first. This approach enables us to focus on deepening our relationships with our clients and building customized financial solutions.
I can guide you and help you build a well-rounded financial strategy which includes preparing for the unexpected, transition planning, estate considerations and strategies to diversify your portfolio and help you be more tax savvy. My goal is to explain multifaceted topics in a simple way so that you understand and feel in control of your financial future.
I was born in Russia and then moved to Germany at two years of age. My family moved to Canada in 2009. I proudly call this picturesque country my home now and I received my Canadian citizenship in April of 2019. I speak Russian, German and have my Latin degree.
When I am not working, I love the outdoors and enjoy nature. I admire watching the sunset, hunting, fishing, hiking and walking. I also like to take care of my health because it's as valuable as your wealth.
I am always looking for different ways to be involved in the community in Flin Flon and getting to know everyone in this beautiful town. I volunteer for the Rotary Club and serve on the museum's board and I recently joined the the local firefighters to make a difference and have a positive impact.
One-size-fits-all may be adequate for some investors, but I believe investments should be personalized to your needs and not loosely based on guidelines for someone your age or in your stage of life. With my Certified Executor Advisor (CEA) designation, I have gained the knowledge and skills to help my clients better understand the successful transition of wealth from generation to generation. I can help my clients with investment and tax strategies, retirement planning, insurance planning, and estate considerations so they can focus on what really matters.
Give me a call to successfully start working together on your goals.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Archery
- Health & Nutrition
- Outdoor Enthusiast
- Chess
- Volunteering
Office Information
Phone Number
William W Penner at (204) 687-5390- Judith Sack
- Sr. Branch Office Administrator
- Tamsen Neufeld
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Judith Sack
- Sr. Branch Office Administrator
- Tamsen Neufeld
- Branch Office Administrator
Branch Team
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