Our story is closely tied to the people and communities we serve. Based in Winnipeg, with deep roots in the Interlake region, our role is to provide financial guidance that reflects the realities of small business owners, farming families, and individuals planning for retirement or managing wealth across generations. As a second-generation practice, led by siblings Jaymie and Chad Deprez, our approach mirrors the people we serve: family working with family, building continuity and trust that spans generations.
Business Owners and Entrepreneurs
Owning a business is rewarding, but it comes with unique financial challenges. Many of our clients are tradespeople, blue-collar entrepreneurs, or owners of agriculture-adjacent operations who are planning retirement or preparing for succession. As financial advisors for small business owners, we help navigate decisions about reinvestment, tax efficiency, and transition strategies. Our role as business financial advisors is to simplify complexity and create plans that balance growth with long-term security. Whether it’s structuring ownership transfers or maximizing the value of a business sale, our advice gives owners clarity and confidence. For entrepreneurs, we help align business goals with personal wealth strategies. Our clients rely on us for financial advice that keeps the big picture in focus while addressing day-to-day realities.
Pre-retirees and Retirees
For clients approaching retirement, planning is about creating security and peace of mind. Many of our clients are in their 50s or 60s and want to know their wealth will support them and their families for years to come. We design retirement income strategies, tax-efficient withdrawal plans, and estate structures that provide stability. With our guidance, pre-retirees and retirees in Winnipeg, Stonewall, Stony Mountain, and across Manitoba can step into the next chapter with clarity.
High-Net-Worth Families
Family financial planning is at the heart of everything we do. Many of our clients come to us during times of transition, such as preparing for retirement, navigating an inheritance, or structuring a business sale. We specialize in high-net-worth financial planning, helping clients manage complex portfolios and ensure wealth is used with purpose. Whether it’s developing a high-net-worth portfolio or creating strategies for tax efficiency, we focus on aligning wealth with what matters most—family, community, and peace of mind.
Agriculture and Farming Families
Farming in Manitoba is a way of life that spans generations. We understand the unique challenges farm families face when it comes to land succession, asset transfers, and legacy planning. As farm financial advisors, we help clients protect what they’ve built while ensuring future generations can carry it forward. Our work includes estate planning, tax optimization, and transition strategies that preserve both financial and family harmony. Families in Stonewall, Stony Mountain, Warren, Balmoral and Grosse Isle want someone who understands the land, the assets, and the values that make family farming so meaningful. That’s the role we’ve proudly played for decades.