• Sign up for our Newsletter
  • Web Advisor Economic Updates Videos FAQs

True wealth means achieving what’s most
Important to you

Through experienced, independent advice and a comprehensive planning approach, we’ve helped hundreds of individuals, families and entrepreneurs grow, protect and share their wealth with future generations.

Achieving wealth doesn’t begin with the investment of assets. It begins with the investment of time. Time to understand your entire financial situation, personal values, goals and vision for the future.

We’re an independent company, so you have access to a broad range of investment, deposit and insurance products. Together, we’ll simplify your financial decisions with a customized plan that will allow you to manage and preserve your wealth while creating a legacy that sustains your values.

divider line

News & Updates

The Game of Risk

In this Winnipeg Free Press ‘Money Matters’ article, Bob Challis contributes his insight and advice about  the need for insurance and  ‘Considering Life’s “What if…”

Read the full article here

CPP and OAS

By Floyd Murphy, CFP, CLU, CHFC,
The Nakamun Group, Vancouver

 The changes that have already occurred and are still to come regarding Canada Pension Plan (CPP) and Old Age Security (OAS) have made decisions about collecting benefits and, in the case of CPP, continuing to contribute far more complex than in the past. Each individual’s decisions should be made only after consideration of his or her particular circumstances. Read More…

Tax Changes to Affect Trusts

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg

Trusts, similar to individuals or companies, are separate and distinct entities under law and in the view of Canada Revenue Agency (CRA). Trusts can achieve a number of objectives ranging from transferring property and other assets in an orderly, private, and confidential manner to beneficiaries; to managing those assets for beneficiaries; minimizing probate costs; protecting assets from creditors; and managing income tax exposure. The income tax advantages are about to change. Read More…

Making Your Money Last Your Lifetime

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg

A major worry in life, especially during retirement, is the possibility of outliving your savings. Almost half of today’s 65-year-olds are projected to live well into their 90s. Some will have almost as many years retired as they worked. Read More…

divider line

Top Rated Articles

The Game of Risk

In this Winnipeg Free Press ‘Money Matters’ article, Bob Challis contributes his insight and advice about  the need for insurance and  ‘Considering Life’s “What if…”

Read the full article here

CPP and OAS

By Floyd Murphy, CFP, CLU, CHFC,
The Nakamun Group, Vancouver

 The changes that have already occurred and are still to come regarding Canada Pension Plan (CPP) and Old Age Security (OAS) have made decisions about collecting benefits and, in the case of CPP, continuing to contribute far more complex than in the past. Each individual’s decisions should be made only after consideration of his or her particular circumstances. Read More…