What makes our approach unique is how closely it mirrors the lives of the people we serve. For more than three generations, families have trusted us to guide wealth, manage transitions, and protect legacies. As a sibling-led team, Jaymie and Chad Deprez understand how deeply financial planning is tied to family history and community.
Retirement Planning
Retirement is about clarity and confidence. We help clients picture what life will look like after work, then build a strategy to support it. From steady income streams to flexible savings structures, we design retirement plans that ensure security and stability. Our focus on Interlake region financial planning means we understand the needs of families preparing for retirement in both rural and urban settings, whether in Selkirk or Gimli.
Tax Planning
Taxes shape every financial decision. We create strategies that keep wealth where it belongs—within the family. Our team looks at income structures, investment timing, and estate implications to minimize tax burdens while aligning with long-term goals. For families in Stonewall and the surrounding communities, this kind of proactive tax planning provides peace of mind year after year.
Investment Planning
Every dollar should have a purpose. Our investment planning ensures portfolios align with family goals, risk comfort, and timelines. We look beyond short-term performance to create growth that supports education, retirement, and legacy. Clients often remark that our guidance brings structure to what once felt overwhelming. With financial planning expertise, we connect investments to the broader picture of family wealth.
Estate Planning
Estate planning is one of the cornerstones of our practice. Families turn to us to make sure their wishes are respected, taxes are minimized, and transitions happen smoothly. We host estate-focused events and conversations that help clients bring clarity to difficult decisions. From Petersfield to Lockport, we are known for connecting wealth planning to family legacy, ensuring assets are passed with care and intention.
Business Succession
For small business owners, succession planning is one of the most important steps of the journey. Whether passing the business to children or preparing for sale, we guide every stage of the process. Our plans consider taxes, family dynamics, and the need to preserve both value and relationships. Business owners in Stonewall, Stony Mountain, and Winnipeg rely on us for strategies that make transitions smoother and more secure.
Intergenerational Wealth Transfer
We specialize in guiding wealth transfers across generations. This is where our multigenerational experience shines. Many of our clients have relied on us for decades, trusting us to manage the shift of wealth from grandparents to children and grandchildren. Our role is to ensure those transitions protect family harmony and create lasting impact.
Insurance Planning
Life is full of unexpected events. Insurance strategies provide a safeguard for families and businesses. From life insurance to critical illness coverage, we help protect what matters most. This planning ties directly into long-term strategies for retirement, estates, and legacy.