Ian Holland B.A.(Econ.), B Admin. - Partner - Financial Advisor
Paul Krestanowich B.A.(Econ.), CFP, CPCA - Partner
Kate Green - Office Administrator
Lauren Holland - Office Administrator

Ian and Paul have been partners in the financial services business since 2001. Our office has a combined industry experience of 100+ years. We manage assets in excess of $125,000,000 for 450 families and service over 800 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.

We are able to service our mutual fund clients in the following provinces: B.C., Alberta, Saskatchewan, Manitoba, Ontario, Quebec and New Brunswick and insurance in Alberta, Manitoba, Ontario and Saskatchewan.

Ian volunteers with the Charleswood Youth Soccer Association (Past President, Treasurer and coach), Oak Park High School varsity football team (coach). 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), Past President Assiniboine Park Hockey Association, VP Hockey Winnipeg, Past President Sail Manitoba, board member at Corydon Community Centre, and Youth Learn to Sail coordinator at the West Hawk Lake Sailing Club.  Paul is a graduate of the University of Manitoba. His family includes wife Corinne and sons Adam, Aaron, Colin and daughter Madeline.