Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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Suzanne has over 36 years of experience in the field of investment, retirement, estate, and tax planning. Her extensive financial planning background forms the basis of a disciplined and highly effective investment management approach. She has earned a sterling reputation as an innovator and industry leader. Suzanne understands that managing wealth requires an appreciation of our clients' unique values and an in-depth understanding of their goals. She takes a consultative approach to wealth management and helps clients to organize and simplify their complicated and busy financial lives.

Suzanne is active in the community with South Winnipeg Family Information Centre's "Clothes Closet" initiative, and lends her support and assistance to a variety of charitable causes. In her leisure time she enjoys travel, skiing (both water and alpine), creative time in her kitchen, fine cuisine, entertaining, and family time with her two adult daughters.

Wealth Advisor

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A former entrepreneur and executive, David brings a diverse business background, and over 18 years of industry experience to his role. His unique perspective informs a keen understanding of the challenges and opportunities investors face in the practice of prudent and effective wealth management. He understands the value of clarity, confidence, and exemplary client experiences; and he's committed to building enduring relationships with clients who expect excellence. David knows that helping clients find financial peace-of-mind is one of the most important services his team can provide.

Recognized for his work in the community David has supported a number of volunteer Boards of Directors - notably: as the current Secretary of St. Paul's College Foundation; Past President of Immigrant Centre of Manitoba; and Past President of The Winnipeg International Children's Festival. He has worked to promote childhood and youth literacy programs like the Seven Oaks School Division's Wayfinders Program, and he has assisted in the development of the Province of Manitoba's Children's Advocacy Centre project.

A dedicated family man, David is amusingly tolerated by his wife and growing children. Outside of the office he can often be found in wanton acts of home improvement, cheering at his kids' many activities, or investigating the finer points of barbeque.

Samantha Schau, B.Comm. (Hons.), QAFP

Wealth Associate

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A graduate of the Finance program at the Asper School of Business, Sam has also studied International Finance in Montpellier, France. Licensed to serve all aspects of our client needs, she possesses excellent project management, and client service skills, and works closely with all team members and clients to ensure client needs are satisfied and all operations run efficiently. As a CERTIFIED FINANCIAL PLANNER^®^ , Samantha will take the time to develop a deep understanding of what clients really want and need to help provide tailored solutions. She continues to grow and is currently continuing her education by taking the Derivatives Fundamentals and Options Licensing course as well Portfolio Management Techniques through the Canadian Securities Institute.

Outside of work, when her head is not in a textbook, Sam loves to travel and spend time with her fiancé and their two cats Oliver and Ziggy and their dog Molly. She is also passionate about being involved in her community and currently volunteers for the Winnipeg Family Resource Centre.

Ifenna Ogbu, MBA

Wealth Associate

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With over 13 years experience in the financial services industry, Ifenna started her career as a Client Relationship Officer at Fidelity Bank Plc and later obtained a degree in Master of Business Administration from University of Leicester, UK and a Diploma in Strategic Management and Leadership from Chartered Management Institute, UK. She has also worked with Central Bank of Nigeria (CBN) as an Investment Operations Specialist responsible for settlement of Federal Government of Nigeria Bonds (FGN Bonds) and Nigeria Treasury Bills (NTBs) for CBN’s Mandate Customers, before relocating to Canada. She is currently licensed as an Investment Representative by IIROC.

Ifenna had a pet project geared towards feeding the less-privileged street kids in Lagos, Nigeria. She loves cooking, travelling and spending time with her husband and 3 lovely kids.

Keerat Jaura

Associate

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Keerat has joined us part-time as she obtains her Bachelor’s degree in Finance & Accounting from University of Manitoba. She brings experience working as Strategic Analyst in Treasury Board of Government of Manitoba and Financial Analyst at a Credit union.

Contact us

Get contact information for our team members and find out where our offices are.

 

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