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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
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. In 2000, Dave became partner
with W.P.G. Dave’s primary focus is to design and implement
estate planning strategies for individuals, farmers, business
owners and high net worth clients.
 Grant Karst
Partner
Grant and his team joined W.P.G. in October of 2005. Prior to
becoming a partner in W.P.G, Grant owned AQ Financial Group Ltd.
which served Saskatchewan clients for over 30 years. He has always
placed a high value on professional development and continuing
education. He is qualified as a Certified Financial Planner, Chartered
Life Underwriter and Chartered Financial Consultant. Grant uses
his experience, expertise and listening skills to offer a unique
financial planning process based on managing critical financial
events in the lives of his clients. Grant's main office is in
Regina with a satellite office in Assiniboia.
 Tracy Wray, CFP
Associate Advisor
Tracy has over ten years experience in the financial services sector and brings to her practice a commitment to continual professional development and a genuine interest in her client’s financial well-being. She provides personalized, straight-forward advice to clients and families; helping them to manage their personal and investment goals, and plan for the future.
Tracy works in Brandon and rural South-western Manitoba. She has completed the IFIC Investments Funds course, the Life Licensing Qualification Program and has attained the Certified Financial Planner (CFP) designation.
 Carole Urias
Financial Planner/Associate Advisor
As the resident financial planner and associate advisor, Carole Urias brings a wealth of experience to W.P.G. The Wealth Planning Group. For the past 16 years she has been providing assistance and support to advisors and clients in Winnipeg and Rural Manitoba. Her area of expertise is working with business owners who require specialized assistance with their financial affairs. Carole received her Certified Financial Planner designation recently through the Financial Planners Standards Council and is continuing her education with the Chartered Life Underwriter program. She plans to continue to expand her knowledge and experience to ensure her advice and support remain current with the ever-changing legislation and tax environment. When not working with clients on their customized plans, she enjoys spending her time with her new husband working on home renovation projects.
For more information or to arrange a preliminary meeting to assess your needs contact Carole at carole@wpg-plan.com.
 Liza Park
Associate Advisor
Liza has worked with Keith Dickie as his administrative assistant in our Deloraine Office for the past seven years. Now as an Associate Advisor, she has completed her Life License Qualification Program and the Canadian Investment Funds Course through the Investment Funds Institute of Canada. She plans to complete her Certified Financial Planner designation within the next few years so she can continue to provide sound financial advice to her clients.
Liza's number one priority is matching the person with the plan. Since she believes that "one size does not fit all," she has retained her independent agent status. She currently works with over ten different insurance companies, all having their own particular strengths. This allows her to find the exact "fit" for her clients needs. Another factor that sets Liza apart is how she works with her clients. She’s interested in finding out the goals and objectives of her clients before recommending solutions. Born and raised in rural Manitoba, Liza understands the unique needs of clients in rural communities.
Liza’s natural market is working with younger families and assisting them as their needs change and grow. She works with clients in the south-western part of Manitoba and is based out of Deloraine.
In her spare time, Liza involves herself in activities both at her sons’ school and the larger community. An avid curler, Liza’s team has historically ranked high among curlers in Manitoba. She currently coaches a team out of Deloraine Curling Club.
 Loretta Gimas
Associate Advisor
Loretta began her career in the financial services industry in 1994. Starting on the frontline as a bank teller, she moved quickly up the ladder to an Investment Advisor. She took on various roles within the Credit Union including Retirement Services, Estate Services, as well as supervisory roles and training.
In 2000, Loretta decided to take some time off to spend with her children and continue her education in the financial industry.
Loretta returned to her career full-time in 2007 and joined W.P.G. the Wealth Planning Group as an Associate Advisor in mid-2008. Loretta has great listening skills and takes great pride in working with her clients to achieve their financial goals.
Loretta values keeping up to date with changes in the investment industry. She is currently completing her Certified Financial Planning Designation. Loretta has completed the Investment Funds Institute of Canada’s Canadian Investments Funds Course, Life Licensing Qualification Program, Labour Sponsored Investment Funds Course and Branch Manager Course. With these qualifications she is able to provide her clients with assistance on all of their investment and insurance needs.
Outside of work, Loretta is active in her community and volunteers for various organizations including the 41 Hercules Air Cadet Squadron- 1st Chair, Rosemont/Mount Royal Community Association, as well as canvassing for the Diabetes, CNIB and Cancer associations.
She and her husband enjoy being involved with their children’s sport pursuits including ringette, hockey, baseball and softball. They also spend time in rural north central Saskatchewan visiting family and friends, as well as hunting, fishing and relaxing at the cabin.
 Rick Kullman
Rick began his career in the financial service industry in 1996. He spent the first few years working as a representative with a top Canadian insurer. For the past ten years, Rick has served as an independent advisor and has enjoyed working with his clients in Saskatchewan and Alberta, providing them with all aspects of financial planning. Rick has just recently joined WPG and is excited to part of their team.
For more information or to arrange a preliminary meeting to assess your needs contact Rick at rick@wpg-plan.com.
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