Shaun and his team are passionate about helping families navigate the retirement journey. Through consistent effort and a reputation for outstanding service, Shaun has built a solid practice and has expanded his business through dynamic client education events, comprehensive investment and retirement income planning and referrals from satisfied clients.

With an array of professional contacts, specializing in detailed areas of wealth planning, his objective is to simplify his clients’ lives and to assist them in meeting their financial goals.

In addition to his personal practice, Shaun is a partner in the Assante Branch in Winnipeg.

For clients concerned about comprehensive Retirement Income Planning, Shaun and his team have developed the GAP  ANALYSIS DISCOVERY process.

Krista Clendenning is a lawyer with Tradition Law LLP, Estates and Trusts practicing in estate planning and estate administration.  Krista endeavours to make the estate administration process easier on executors and family members who are often grieving for their loved ones.  Compassion is an important part of her role.

Krista has focused her wills practice on the planning for family members of persons with disabilities. She has worked with many families with varying types and degrees of disabilities. She focuses on the challenges faced by each individual client and their family to build an estate plan tailored to their needs. She is experienced in navigating the regulations of the Employment and Income Assistance (EIA) program. Krista often presents on planning issues and strategies encountered by the disability community which includes setting up discretionary trusts commonly referred to as “Henson Trusts” and tailored powers of attorney for parents and family members of persons with disabilities.

Dr. Sims is a functional medicine practitioner that graduated from a four-year Doctoral program at the National College of Naturopathic Medicine in Portland Oregon in 1998. In addition to the Naturopathic program, Dr. Sims completed a 3-year degree Master’s degree in Oriental Medicine (focusing on acupuncture and classical Chinese medicine).

Dr. Sims has been a long-standing member of the Institute of functional medicine and especially enjoys the yearly conferences that give Manitobans access to the latest research in functional medicine. Over the years, Dr. Sims has enjoyed participating as a guest lecturer for the faculty of medicine at the University of Manitoba and is an advocate for exploring creative integrated strategies in patient care. The goal in treatment always remains to address the underlying root cause of the condition.

Tanya's professional life has centered around education, teaching elementary students as well as at the University Level. 

As well, she applied her educational expertise & experience by homeschooling her four children.

Tanya is passionate about learning, food, health and spiritual formation and is excited to be part of the content creation of the ALL THINGS RETIREMENT CHANNEL with a focus on lifestyle and health.

As a Regional Vice-President, Wealth Planning, Eric works closely with clients to identify issues and provide complex, tactical wealth planning support that complements their individual wealth plans. In particular, Eric focuses on tax and estate planning strategies for business owners, professionals and other affluent individuals and families.

Eric is a Chartered Professional Accountant (CPA, CA) and a member of the Canadian Tax Foundation.