Because our team is very flexible, available, and dedicated to high quality service, you can count on us to go the extra mile to ensure you're on the right track. With our unique database and specialized research, our experienced, cross trained, and multi-lingual team, and our award winning team of economists, lawyers, accountant, and other support staff, we are able to provide you with unparalleled, holistic services.
Personalized support
By choosing our team, you can count on us to be there to provide you with the guidance and information you need to reach your financial goals. We have the knowledge, skill, and training to develop a personal financial plan that perfectly matches you and with more than 30 years experience in the financial industry, we are ready and excited for what the future brings.
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Our services
Many advisors have a specialty from selling insurance to buying stock, and while we pride ourselves in the wide variety of services we offer, we specialize in providing the best possible service to our clients.
We believe that the most important component to providing good service is listening to you, really listening to you, so that we can understand exactly what you need and provide the right advice to you.
In other words, advice that is easy to understand and brings real value to your life and your dreams and goals.
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
You can count on us for all of your financial needs! We've been going strong, with an excellent reputation in the financial community for over 30 years!
We offer Socially Responsible Investment options in Manitoba, being one of the few RIAC Certified Advisors in the province. These investments are stable, and strong performing products on the market, offering the perfect blend for investors looking to grow their capital, their income, and their community!
Our group also has very strong ties to the Manitoba community. Being sponsors of United Way, Siloam Mission, Christmas Cheer Board, Habitat for Humanity, and the Children’s Wish Foundation. We have also volunteered within the sports community. We are committed to helping build a stronger community.
We use research from National Bank Financial's Chief Economist and Strategist, Stéfane Marion, and Senior Economist Krishen Rangasamy, both of whom were ranked in the top three globally for accuracy by Bloomberg. Our economist team also ranked 1st among Canadian banks for their currency forecasting. Their research, combined with our experience allows us to provide award winning advice in allocating assets between fixed income, equities, and alternative investments. You can count on us to keep you on top, even when markets are constantly changing.
Testimonials
Our advice, support and dedication are greatly appreciated by all of our clients.
- Over the years, Charlene has been very good to us with the sound advice she has given us - this has improved our lives - there is no doubt about that!" Bob M.
- I always feel at ease when making decisions with Char, concise, and she considers my time." Edward S.
- I am fully satified with the service I receive. All transactions are explained in laymans terms which I understand." Bonnie C.
- Keep up the good work! I have watched my mom's (Germaine) portfolio steadiy increase. Always nice to receive a phone call from Charlene." Rick B.
- I am very satisfied with the way Charlene and the rest of the NBF staff our managing my portfolio." Al M.
- I appreciate Charlene's professionlism and positive personal interaction." Dieter and Ellen M.
- I have worked hard for my money, and trust Charlene's expertise to look after it." Richard B.
- I am very happy and do not worry about my investments. Advice to change when needed is prompt and always has the client in mind." Pat W.
- Your service is beyond words. EXCEPTIONAL AND UNPARALLELED !!" Sever L.
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