BSc, CFP, RFP, CLU
Financial Advisor
(204) 478-8502
An experienced financial planner, Doreen believes in listening to her clients to fully understand their situations, goals and dreams. She then puts her analytical skills and advanced technology to work developing the plans that will allow her clients to reach their goals.
Doreen’s career in the financial planning profession started with 13 years at Royal Trust Corporation (the latter 7 years as manager of Tuxedo Junction Branch) and was followed by 10 years with Lawton Partners Financial Planning Services Limited. She moved her practice to Edmond Financial Group in 2004.
Doreen has a commitment to continuing education, having achieved the designations of Bachelor of Science (Math) at the University of Manitoba, Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Chartered Life Underwriter (CLU). She is a member of several professional organizations, including Advocis, Institute of Advanced Financial Planners and the Estate Planning Council of Winnipeg.
Her involvement in volunteer and community service work has spanned her lifetime; currently she is a board member of the Betel Home Foundation and the Estate Planning Council of Winnipeg, and is actively involved in the Multiple Sclerosis Society’s Bike Tour.
Doreen’s integrity and commitment to working to improve the quality of life for her business and individual clients, counseling them in areas of tax, retirement, investment and estate planning, has resulted in many referrals from clients and professionals.