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

Wealth Advisor

Speech bubble picto


Jane Parkinson is a dedicated Wealth Advisor and a University of Winnipeg graduate with over 25 years industry experience. She and her team take a people first approach to ensure clients achieve their goals for their investments, family and business.  She assists clients with retirement planning, Life Insurance needs and Estate and Tax planning. Jane believes in empowering clients and her community to make financial decisions that are right for them.

Jane was an original Partner and Director of Golden Girl Finance, a website dedicated to helping us all make confident and educated financial decisions. Currently, she is the organizer of a community called Building Bridges that connects passionate professionals to offer her clients a network of high-quality advisors. She is a former organizer of a career symposium for young women called "A World of Choices", a Junior Achievement initiative.

In her personal life Jane is an avid traveler, enjoys her cottage in the Whiteshell, and is an animal enthusiast.

Kathy Hein

Wealth Associate

Speech bubble picto


With almost twenty years experience in the investment industry, Kathy worked in a number of departments before settling in as a Wealth Associate in 2010. Since 2010 she has continued to expand her knowledge by completing the Canadian Securities and Wealth Management Essentials courses. She genuinely enjoys helping clients achieve their financial goals and building meaningful relationships with them. 


In her personal life she enjoys camping, baking, crafting and spending time with her husband Brian and their daughter Charlotte. She is an avid animal lover and shares her home with her much-loved cat Nala. 

Contact us

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


Email picto