David has operated Mann Financial Assurance from Winnipeg since 1987. David has earned the designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Certified Financial Planner (CFP) as recognized by the Canadian Institute, American College and the Financial Planners Standards Council of Canada respectively. A member of the Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants, he has advanced knowledge as a financial advisor in the areas of life and health insurance, employee benefit plans, wealth accumulation and retirement planning.
David is a member of Advocis and the Conference for Advanced Life Underwriting (CALU). He is also a past president of the Estate Planning Council of Winnipeg, past president of the Manitoba Chamber Orchestra and a former chair of the Canadian Great-West Life Agents Advisory Council.
Carolyn is a graduate of the Asper School of Business at the University of Manitoba with majors in Finance and International Business, and attended Le Groupe Supérieure de Commerce Montpellier, France as part of an International Exchange Program. Her academic accomplishments include being the recipient of the Edwin Cohen Scholarship in Finance leading her class with the highest average in the related business finance courses over four consecutive years. Carolyn also achieved membership in the International Business Honor Society, Beta Gamma Sigma, and graduated with distinction. Carolyn has earned the designation of Certified Financial Planner (CFP) as recognized by the Financial Planners Standards Council of Canada. In 2010, she joined the Board of Winnipeg’s Contemporary Dancers.
Debbi is an Advisor Associate and has been associated with Mann Financial Assurance since 1996. She is a graduate of St. Mary's Academy and Red River College with a Diploma in Child Care Services. Debbi has also completed The Canadian Investment Funds Operations Course and The Information Office Management Professional Course from Midwestern School of Business & Technology.
Jennifer has been associated with Mann Financial Assurance since 2005. She is a graduate of Glenlawn Collegiate and Herzing College where she received a Diploma with Honours in the Administrative Assistant course. Jennifer has also completed The Canadian Investment Funds Course and also contributed to the curriculum development of the financial assistance program at Red River College of Applied Arts, Science and Technology.
Address
P.O. Box 338, 100 Osborne Street North Winnipeg, Manitoba R3C 2H6 CA
Arrival and Location
Location:
The Great-West Life Assurance building, 100 Osborne Street North on the corner of Broadway Avenue and Osborne Street. You can enter either from Osborne Street or behind the building using the Colony Street entrance.
Parking:
Complimentary parking is available on Colony Street or in the front loop facing Osborne.
Arrival:
Upon entering the building, please advise the security guard that you are here for a meeting at Mann Financial Assurance. At this time, if you came by car, the security guard will ask you for your license plate number and will give you a badge to wear during your visit. You will be directed to our reception area where someone will come out to greet you. After business hours, you will be invited to have a seat in the foyer where a representative from Mann Financial Assurance will meet you.
Required Documents:
To the extent available and as applicable, please bring the following:
Copies of your investments statements
Bank Statements
Mortgage Statements
Two most recent tax returns/ notices of assessment
Copies of any individual insurance you may have
Copies of your group benefit plans i.e. Group RRSPs, disability, life insurance, critical illness…
Anything else you think would be pertinent to our discussion
Contact Me
Please contact us to learn more about financial security planning and how we can help you realize your dreams.
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