Ian Holland B.A.(Econ.), B Admin. - Partner
Paul Krestanowich B.A.(Econ.), CFP, CPCA - Partner
Lorraine Gabriel - Office Manager
Serena Holland - Office Administrator
Ian and Paul have been partners in the financial services business since 2001. Our office has a combined industry experience of 50 plus years. We manage assets in excess of $40,000,000 for 400 families and service over 750 group and individual insurance policies.
We are experienced financial planners who can provide you, your family and business with guidance over your lifetime or work with you to address specific concerns as needed. We are planners that can play a central role in helping you meet your life goals and achieve financial well being. We are qualified and trustworthy with whom you can depend upon for professional individual advice and services.
Manitoba Business Magazine has twice in the last 6 years ranked us in the top 15 fastest growing companies in Manitoba. Our office is licensed for investments through IPC Investments Corp. in B.C., Alberta, Saskatchewan, Manitoba and Ontario (mobility licensed for Quebec, New Brunswick and Nova Scotia) and insurance licensed in Manitoba and Ontario.
Ian volunteers with the Charleswood Youth Soccer Association (current President and coach), is the Offensive Coordinator for the Oak Park High School varsity football team (current WHSFL 4A Champions) and also sits on the CNIB Annual Golf Tournament Committee. Ian is a graduate of the University of Manitoba and Red River College. His family includes wife Serena, daughters Lauren and Payton.
Paul volunteers with Advocis Winnipeg - The Financial Advisors Association (Past President), hockey convenor and coach at River Height Community Centre and Youth Learn to Sail coordinator at the West Hawk Lake Yacht Club. Paul is a graduate of the University of Manitoba. His family includes wife Corinne and sons Adam, Aaron, Colin and daughter Madeline.