David C. Mann CFP, CLU, CH.F.C.
Financial Advisor / Investment Representative
David has operated Mann Financial Assurance Limited from Winnipeg since 1987 while representing a number of financial companies. Insurance licenses as required are sponsored by The Great-West Life Assurance Company.
David has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner licensee as recognized by the Canadian Institute, American College, and the Financial Planners Standards Council of Canada. David has reached the highest level of membership in the Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants with advanced knowledge as a Financial Advisor in the areas of Life and Health Insurance, Employee Benefit Plans, Wealth Accumulation and Retirement Planning. He is a recipient of the National Quality Award, a member of Advocis and the Winnipeg Executive, and the Conference for Advanced Life Underwriting, is a past President of the Estate Planning Council of Winnipeg, and Past President of the Manitoba Chamber Orchestra and has served on Corporate and Community Advisory Councils. David has been featured in Manitoba Business magazine, appeared as a guest on CBC Information Radio, addressed Advocis members of Winnipeg, and has served on the faculty of past schools for Great-West Life.
Debbi Murphy-MacDonald
Debbi serves as an Advisor Associate having joined Mann Financial Assurance Limited in 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 Thompson
Jennifer serves as an Advisor Associate having joined Mann Financial Assurance Limited in 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.
Alice Trumpes
Alice joined Mann Financial Assurance Limited in January 2008 as an Advisor Associate. She obtained her Business Assistant Certificate in 1990 and has worked in the financial industry since that time. In addition to Alice's client service responsibilities, she also serves as the Compliance Officer.
Associates
Tricia M. Carver C.A., CFP, TEP
Consultant, Private Wealth & Estate Services
Tricia graduated from the University of Manitoba with a Bachelor of Commerce, Honours degree in 1984, and became a Chartered Accountant in 1987. Tricia joined Deloitte & Touche in 1984, and worked in the audit group for three years and then in the tax group for eight years, specializing in personal financial planning and estate planning. Tricia joined Great-West Life in January of 1996 as the Advanced Sales Manager for Retirement and Investment Services products, and wrote the information folder for Great-West and London Life's segregated funds.
Since 1998, Tricia has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services and is available to London Life and Great-West Life advisors to assist with complex wealth and estate planning issues. This includes identifying and evaluating shareholder buy/sell arrangements and the appropriate funding for them, business succession strategies for owner-managed businesses, wealth planning and estate planning for high net worth individuals and successful business owners.
Onyx Financial Group
Mann Financial Assurance Limited partners with Onyx Financial Group to provide group benefits for companies from one employee to several hundred. www.onyxfinancial.ca
Important Securities Information
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