[et_pb_section fb_built=”1″ _builder_version=”4.17.6″ _module_preset=”default” background_color=”#2764be” custom_padding=”||2px|||” global_colors_info=”{}”][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.17.6″ _module_preset=”default” background_color=”#2764be” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” header_font=”|||||on|||” header_text_align=”left” header_text_color=”#FFFFFF” header_font_size=”50px” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_divider color=”#D1B168″ divider_weight=”2px” _builder_version=”4.17.6″ _module_preset=”default” width=”12%” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/04\/wfs-10.jpg” title_text=”wfs-10″ _builder_version=”4.25.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” box_shadow_style=”preset1″ sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
dave@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Founder & President” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.17.6″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n Born and raised in Winnipeg, Dave Watson 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\u2019s primary focus is to implement wealth-building and estate-planning strategies for individuals, farmers, business owners, and high-net-worth clients.\u00a0<\/span><\/p>\n Dave qualified numerous times for the prestigious Million Dollar Round Table \u201cTop of the Table\u201d ranking him amongst the top 4% of the world\u2019s leading financial services professionals.\u00a0<\/span><\/p>\n In his free time, Dave enjoys fishing, boating and spending time out at the cabin with his family.<\/span><\/p>\n [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/04\/wfs-30.jpg” title_text=”wfs-30″ _builder_version=”4.25.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” box_shadow_style=”preset1″ sticky_enabled=”0″][\/et_pb_image][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/12\/Copy-of-WFS-Webpage-images.png” title_text=”Copy of WFS Webpage images” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n mike@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Partner” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.24.2″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n Over 25 years of experience in the financial services industry provides Mike with expertise and knowledge that only time can give. Preparing for life\u2019s different stages takes the planning and foresight of a knowledgeable experienced professional.<\/p>\n Mike helps our clients create personalized plans to ensure they make informed choices to grow their savings and protect what they\u2019ve already built. Awarded his Certificate in Financial Planning from Advocis, the largest professional membership association of financial advisors in Canada, being a qualifying member of the Million Dollar Roundtable (MDRT) and having worked at several of Canada\u2019s leading Life Insurers and Mutual Fund providers gives Mike a broad education and background in financial services.<\/p>\n Spending time in our Winnipeg, Brandon and Vancouver Island offices allows for communication and connection with WFS clients that span Western Canada.<\/p>\n <\/p>\n [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/04\/wfs-1.jpg” title_text=”wfs-1″ _builder_version=”4.25.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” box_shadow_style=”preset1″ sticky_enabled=”0″][\/et_pb_image][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/12\/Copy-of-WFS-Webpage-images-2.png” title_text=”Copy of WFS Webpage images” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n lise@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Executive Vice President” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.17.6″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n At WFS Wealth & Financial Strategies, Lise provides leadership with objectives and strategy for targeted markets, while setting current and long-term goals for the internal team.\u00a0<\/span><\/p>\n Lise received her Bachelor of Nursing degree with Honours in 2006 from the University of Manitoba. She had various important roles throughout her nursing career mainly as a Public Health Nurse. Her leadership and ability to help create, implement and manage care plans, in complex client and family dynamics, makes her transition into management very fitting.<\/span><\/p>\n Lise enjoys traveling, spending time with her family at the cabin and walking her two dogs.\u00a0\u00a0<\/span><\/span><\/p>\n [\/et_pb_toggle][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/04\/wfs-21.jpg” title_text=”wfs-21″ _builder_version=”4.25.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” box_shadow_style=”preset1″ sticky_enabled=”0″][\/et_pb_image][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/12\/Copy-of-WFS-Webpage-images-1.png” title_text=”Copy of WFS Webpage images” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n martin@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Vice President, Client Relations” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.17.6″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n Martin\u2019s role at WFS Wealth & Financial Strategies is to provide top-notch service to our clients by ensuring all their needs are looked after. Whether it\u2019s responding to client inquiries and requests, working with our insurance and investment partners, or working with the client\u2019s other tax and legal advisors, Martin always ensures our clients are consistently taken care of.\u00a0<\/span><\/p>\n Born and raised in Winnipeg, Martin Herscovitch started his career in the Financial Services industry in 1993 and has worked as an advisor and client services manager for several top Canadian investment and insurance firms. Since 2003, Martin has worked with Dave Watson as a client services and compliance manager. In 2017, Martin became the Vice President of Client Services for WFS and continues to work with the team to make sure all clients\u2019 needs are taken care of.\u00a0<\/span><\/p>\n When Martin is off the clock, he spends his time travelling with his family, watching movies at home and hanging out with his wife, kids, and two dogs.\u00a0\u00a0<\/span><\/p>\n [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/04\/wfs-27.jpg” title_text=”wfs-27″ _builder_version=”4.25.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” box_shadow_style=”preset1″ sticky_enabled=”0″][\/et_pb_image][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/02\/jason.png” title_text=”jason” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][\/et_pb_image][et_pb_text _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n jason@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Vice President, Family Office & Corporate Finance” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.24.2″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n Born and raised in Winnipeg, Jason started his career in the Financial Services Industry back in 1998. His post-university journey began working alongside both Dave & Mike at one of Canada\u2019s top Life Insurers.<\/p>\n He later migrated to banking, spending the next 23 years of his finance career doing progressively more complex lending & credit structuring at two of Canada\u2019s big 5 banks. Working with high-net-worth and ultra-high-net-worth clients, Jason has developed a skill set honed over time by structuring debt for both commercial enterprises and family holding companies.<\/p>\n In his free time, Jason enjoys travelling, trying to keep pace with his teenage daughters, watching Winnipeg\u2019s sports teams, and spending time at the cabin with family and friends.<\/p>\n [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2024\/04\/wfs-16.jpg” title_text=”wfs-16″ _builder_version=”4.25.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” box_shadow_style=”preset1″ sticky_enabled=”0″][\/et_pb_image][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/12\/Copy-of-WFS-Webpage-images-4.png” title_text=”Copy of WFS Webpage images” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n terry@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Insurance Specialist” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.17.6″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n Licensed as a life insurance broker since 1979, Terry has been providing clients with risk management advice for over 40 years.\u00a0<\/span><\/p>\n Terry enjoys meeting with people to talk about their goals and dreams and help them to guarantee that even if something happens to them, those goals and dreams can be completed. Delivering a cheque to someone who has lost a spouse and seeing the relief on their face that financially they will be alright is very emotional. We don\u2019t just sell a piece of paper; we sell a promise to deliver money when it is most needed. Money that can be used to pay off the mortgage, provide educational funds for children and maintain the lifestyle of the family in a time of loss. The first claim cheque Terry delivered in 1999 proved how important proper planning really is. Every claim cheque he\u2019s delivered since continues to reinforce the importance of what we do for our clients.\u00a0<\/span><\/p>\n In his free time, Terry is an avid sports fan who enjoys watching the Winnipeg Blue Bombers and the Winnipeg Jets and going for long bike rides.\u00a0\u00a0<\/span><\/p>\n [\/et_pb_toggle][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/12\/Copy-of-WFS-Webpage-images-3.png” title_text=”Copy of WFS Webpage images” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n krista@wfsadvisory.ca<\/a><\/p>\n [\/et_pb_text][et_pb_toggle title=”Advisor” open_toggle_text_color=”#D1B168″ icon_color=”#D1B168″ use_icon_font_size=”on” icon_font_size=”19px” open_icon_color=”#4B7AA8″ open_use_icon_font_size=”on” open_icon_font_size=”20px” _builder_version=”4.17.6″ _module_preset=”default” title_text_color=”#42454B” title_font=”|600||on|||||” border_color_all=”#114F8F” global_colors_info=”{}”]<\/p>\n Krista has recently joined the WFS team, after completing her LLQP insurance exams and enrolling in the CFP program. Krista\u2019s role at WFS Wealth and Financial Strategies is to analyze clients\u2019 needs and provide financial strategies to protect wealth and ensure loved ones are taken care of. Krista will be working closely with the team\u2019s partners to deliver solutions to complex situations.\u00a0<\/span><\/p>\n After obtaining her Bachelor of Commerce degree in Finance, Krista began her career as a financial advisor in 1995, working for a large financial institution. She returned to academia, earning her Bachelor of Education in Mathematics and Business in 2006, and began a rewarding career teaching high school Mathematics and Accounting.\u00a0<\/span><\/p>\n In her downtime, Krista enjoys attending Jets games with her friends and family and travelling the world.\u00a0\u00a0<\/span><\/p>\n [\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/12\/Copy-of-WFS-Webpage-images-5.png” title_text=”Copy of WFS Webpage images” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\nMike Sterling<\/strong><\/h3>\n
Lise Watson B.N. (Hons)<\/strong><\/h3>\n
Martin Herscovitch<\/strong><\/h3>\n
Jason Pusiewich<\/strong><\/h3>\n
Terry Bialek, C.I.P., C.R.M.<\/strong><\/h3>\n
Krista Arklie<\/strong><\/h3>\n
Chantal Deacon<\/strong><\/h3>\n