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Kelly Morris

Kelly has spent his life preparing for his role as a financial advisor and analyst.  After having spent his formative years in Winnipeg involved in anything and everything, he graduated from College Louis Riel, in 1991, and began his journey of discovering the...


Daniel Roy

Certified as a Retirement Coach, Financial Planner and International Wealth Manager, I provide a unique offering, and serve an equally unique client base – those who value a holistic, informed approach that goes beyond money management to incorporate aspirations...