Your Wealth Management Team

W.P.G. The Wealth Planning Group Inc. has a history of providing exceptional service to individuals and businesses throughout Manitoba & Northwestern Ontario.

Below is a short introduction to some of the people supporting your continued success:

Dave L. Watson
Founding Partner

Dave started his career in the Financial Services industry in 1992. He spent his first eight years as a representative and manager with a top Canadian life insurer. Dave's primary focus is to design and implement estate planning strategies for individuals, farmers, business owners and high net worth clients.

Jason Bonneteau
Managing Partner

Jason started his career in financial services industry in 2003. He spent the first eight years as an advisor and manager with a top Canadian financial services company. Jason holds a Business Administration diploma from Red River College. Jason also holds a Certified Health Insurance Specialist designation and has been a speaker at many industry events. Jason is an active board member for Advocis (The financial advisors association of Canada) and focuses his efforts on helping families and businesses in all facets of financial planning.

Jason can be reached at jason@wpg-plan.com

Michael Silver
Managing Partner

Michael started his career in the financial services industry in 2001. He spent the first ten years as an advisor and manager with a top Canadian Financial Services company. Michael holds a bachelor of commerce (hons) degree from the University of Manitoba. He is a Certified Financial Planner and Certified Health Insurance Specialist. Michael has been on the local board of Advocis, (the financial advisors Association of Canada) Michael's main focus is to help business owners and professionals grow and protect their wealth. Michael lives in Winnipeg with his wife Yael and his two kids, Naomi and Ben.

Michael can be reached at michael@wpg-plan.com

Carole Urias
Financial Planner/Associate Advisor

Talking money, what comes to mind when you create an image of your future? Does meeting with your financial advisor leave you feeling overwhelmed and unprepared? Shouldn't planning your family's long term well-being be a rewarding and exciting process?

What if you could chart a direction for your future with a sense of anticipation and enthusiasm?

The vision that Carole takes with clients is a passion for connection and collaboration to custom design your financial future.

Meet Carole Urias, a Certified Financial Planner with the Financial Planning Standards Council with over twenty years experience in the insurance and investment industry. She enjoys a challenge and can help you make sense of your financial affairs. Currently studying for her Chartered Life Underwriter designation, she believes that continuing education is a necessary pursuit invaluable in keeping current in an ever-changing legal and tax environment.

When not consulting with clients, in her spare time she loves landscaping - the bigger and more elaborate the project the better.

For more information or to arrange a preliminary meeting to assess your needs contact Carole at carole@wpg-plan.com.

Ian Koslowsky
Advisor

Ian started his career in the financial services industry in 2008. He spent his first 3 years with a top Canadian Financial services company. Ian holds a Business Administration diploma from Red River College. Ian is currently completing his Certified Financial Planner designation, and is a member of Advocis. Ian' main focus is to help families, as well as small and medium sized business to grow and protect their wealth.

Ian lives in Winnipeg with his wife Laura, and their two sons, Owen and Leo. When he isn't playing with his kids, Ian can be found playing soccer! If he isn't playing soccer he is probably watching hockey!!! GO JETS GO!!!!!!!!

Ian can be reached at ian@wpg-plan.com

Emmie Joaquin
Advisor

Emmie started her career in the financial services industry in 2006 as an advisor in a top Canadian financial services company. Born, raised and educated in the Philippines, Emmie earned her Bachelor of Arts degree in Broadcast Communication from the University of the Philippines (U.P. Diliman). After graduation, she worked in the Philippine broadcast industry as Operations Director of KBP (Philippine Association of Broadcasters). She also held the post of Public Relations Manager of the multinational advertising agency, McCann Erickson (Philippines) until she immigrated to Canada in 1988.

In Winnipeg, Emmie produced and co-hosted the daily morning drive-time show, Good Morning Philippines, and initiated the various Filipino programs on CKJS Radio. After almost 15 years in radio broadcasting, Emmie left CKJS Radio in December 2003 to serve as Special Assistant for Communications for then-Federal Minister of Western Economic Diversification, Hon. Dr. Rey Pagtakhan.

Emmie was a recipient of the Governor General's Queen Jubilee Medal for media and community service in 2003, and also a nominee for the YM-YWCA Women of Distinction Award in 2004.

In 2005, Emmie and her friends, Rey-ar Reyes and Paul Morrow established The Pilipino Express Inc. and began publishing the Pilipino Express News Magazine. She is the news magazine's Editor-in-Chief.

In 2007, Emmie was appointed member of the Life Insurance Council of the Insurance Council of Manitoba (ICM). She is now on her second term with the ICM.

Emmie is a very active member of the multicultural community in Winnipeg. Her knowledge and understanding of the immigrant experience allows her to focus on helping the immigrant families and businesses define their financial goals. Emmie speaks English and Filipino (Tagalog).

Protect your future and your family's financial security. Emmie can help.

E-mail her at emmie@wpg-plan.com to set up an appointment.

Ryan Schade
Advisor

A specialist in both the professional and business owner markets, Ryan utilizes various solutions that enable him to minimize clients' risk and maximize their future financial security. The establishment of strong relationships and trust are vital aspects to Ryan's practice. He takes the time to fully understand each client's needs and tailors a unique strategy that is designed to fit their individual goals.

Ryan has a strong business background and had spearheaded two start-up divisions for two separate prominent Manitoba companies. He also held a Director of Marketing & Sales position for three years with a leading manufacturing company. A graduate from the University of Manitoba, Ryan acquired his Bachelor of Commerce (Hons) degree in 2003. A proponent of self-development and further education, Ryan is pursuing his Chartered Life Underwriter (CLU) designation.

Ryan spends much of his downtime with family and friends. He is an avid runner and is fascinated by guitars and fast cars.

Ryan can be reached at ryan@wpg-plan.com