HomeAbout UsOur TeamServicesResources



Our Mission


To fuel our passion for investing with knowledge and strategic thinking.

To uphold our commitment to our clients and their success with dedication and trust.


Our Independence

As a full service, independent financial broker we respond to your unique financial situation with objective solutions and advice tailored to meet your specific needs.  While many investment institutions are constrained by their own product offerings, we have access to a wide range of products offered by Canada's top suppliers.

Long term trusted relationships with our clients are the foundation of our business. Our business has grown from our roots in the beautiful Swan River Valley, allowing us to bring the same level of commitment and personal service to The Pas, Winnipeg and other communities. 

We are committed to supporting you through each stage of your life.  We have access to products that meet your needs whether you are just getting started, saving for your children's education, accumulating your investments or protecting your income in retirement.

Our Passion

Investing is our passion.  We invest our time in researching all aspects of the current financial industry and economic climate to ensure you receive the most informed investment advice. 

On a daily basis we study the markets and read commentaries by industry leaders.  We frequently interact with fund managers to better understand their investment approach and their view on the current financial situation. 


Our Strength

While we are fully independent, we are backed by the strength and security of the Manulife name, providing over 120 years of service in the financial industry.

Through Manulife Securities Investment Services Inc./Manulife Securities Incorporated we have access to world-class technology that allows us to spend less time on administration and more time on providing individualized service and attention to our clients.










Copyright © 2009. ValleyBiz.ca All rights reserved