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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
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.
 Gordon
Schellenberg
Partner
Gord has been involved in the Financial Services industry since
1984. For the first 16 years of his career, he worked with a top
Canadian insurer in the role of representative as well as in various
management positions. In 2000, he was a founding partner of W.P.G.
Gord is experienced in all aspects of financial planning, however,
he has a special interest in insurance and pre- and post-retirement
planning. Gord was raised in rural Manitoba and is a member of
the Canadian Association of Farm Advisors (CAFA).
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
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. As a Financial Advisor, Tracy has been working with individual clients and families for over 4 years, helping them manage their personal and investment goals, and plan for the future. Tracy provides service to clients in Brandon and rural South-western Manitoba. She has completed the IFIC Investments Funds course, the Life Licensing Qualification Program and the Financial Planning Certificate Program. She is currently working towards attaining 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.
Lisa Park
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.
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