Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Investment Advisor
The financial services industry found Chris in 1982, which meant selling insurance and RRSPs in a 20% interest rate environment. A further 5 years in a management role allowed him to complete his CLU, ChFC and CFP® designations.
In 1995, a chance phone call resulted in him agreeing to become an evening instructor in the CFP program, first in ‘Risk Management and Estate Planning’, then ‘Tax Planning’, and finally ‘Retirement Planning’. This continuing involvement in the educational aspect has helped shape his practice into a true financial planning firm, helping over 2,000 clients with tax preparation, retirement planning, and estate planning as key services.
In his spare time Chris enjoys both golf and hockey, and prefers to winter in Florida with his wife Caprice and his English Bulldog ‘Mac’.
CFP®, CLU, FEA
Senior Wealth Advisor
Alan Isaacson has an ambitious vision: For Canadian family businesses to be successfully passed on to the next generation 100% of the time.
Ambitious, yet attainable if family businesses have access to someone who, like Alan, specializes in solving their unique challenges. Someone who is not only a wealth manager, but who also has decades of experience with succession and estate planning for high-net-worth family businesses. And someone whose family has been running its own businesses for generations, going back to 1940s Ireland.
Alan began his career at a large Canadian financial services company where he oversaw a large number of advisors. He now partners with Commercial Account Managers, Investment Advisors and client advisors, such as accountants and lawyers. Together they develop planning solutions that encompass personal and corporate investment portfolios, tax planning, cash and risk management – and of course succession planning.
Alan has a BA from the University of Manitoba, as well as the CFP® (Certified Financial Planner), CLU® (Certified Life Underwriter) and highly specialized FEA (Family Enterprise Advisor) designations. He is an active member of the exclusive Conference for Advanced Life Underwriting (CALU), Canada’s top study and lobby group for the life insurance and investment industry.
Alan lives in Winnipeg with his family. As any long-time fan of the Blue Bombers and Jets must be, he is an eternal optimist.
CFA, CFP®
Investment Advisor
Kaitlyn graduated from the University of Manitoba with a Bachelor of Commerce (Hons) in 2012. She pursued opportunities in accounting and compliance, but soon found herself wanting more – four years after she graduated, she joined her father’s company, Douglas Financial, and hasn’t looked back since. She completed the CFA program in 2018 and the CFP program in 2022. In addition to the designations, Kaitlyn has also taken data analysis and excel training courses in New York, Vancouver, and Winnipeg, making her the go-to analytical expert. Kaitlyn has a passion for helping people become financially stable and literate, and has helped countless people with their investments, tax planning and retirement planning goals.
Senior Investment Advisor
“I think of clients’ personal and financial information as pieces of a jigsaw puzzle.”
Sharon has been turning her clients’ personal and financial goals into achievable and successful strategies for more than 25 years. She is known for her personalized service, as evidenced by the number of clients who have been with her since she began, and who have recommended her to their friends and family members. Sharon tries to focus on educating clients as they adjust and set new goals throughout their lives.
As a CPA, CA, and having her CFP® designation, Sharon has the knowledge and skills that have helped to grow her clients’ assets, while also protecting their investments in volatile markets. Her years as an accountant in public practice and private industry, love of taxes, and time spent working at CRA, results in both tax efficient investing and saving clients money on their personal taxes.
Sharon’s practice is diverse, representing all ages, genders, and families. After 40 plus years as an advocate, she serves a large clientele within the 2SLGBTQ+ community. As well, she has developed experience dealing with the specific financial needs faced by single women.
Some pieces of Sharon’s personal puzzle include: the Royal Enfield; her wedding at Fort Whyte; putting on Cocktails in the Trees fundraisers at The Evanson; camping; curling; completing Full/Half Marathons; friendships; touring seven continents (particularly Antarctica); and birding in Darwin!
