B. Sc., CFP
Senior Financial Consultant
Investors Group Financial Services Inc.
Deprez & Associates Private Wealth ManagementView Bio
As a CERTIFIED FINANCIAL PLANNER professional, I specialize in high net worth portfolio management, providing sound advice to retirees, individuals nearing retirement and multi-generational families. My philosophy is simple: put people and service first.
I tailor solutions to your life’s goals, focusing on all areas of your financial life. This includes incorporating my knowledge and specialization in the areas of tax-efficient strategies, investment and estate planning and cash flow management for retirees.
As a leader in my field, I have been recognized for my efforts by Investors Group with their President’s Club* award.
I believe firmly in giving back to our community, offering my support to causes like the United Way, Cancer Care Manitoba and sponsoring local hockey leagues. My wife, Laurie, and I have two sons, a daughter and one grandchild. I enjoy supporting my alma mater, University of Wisconsin-Madison where I was part of their first NCAA Hockey Championship team.
* Awarded to the Regional Director with the best overall region performance based on recruiting, retention, productivity, comprehensive planning, team spirit, and region growth. (2001,2004)
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
What will happen with the cottage?
Keeping the cottage in the family takes careful planning, especially if its value has grown exponentially over the decades. We can help.