Harley is a financial advisor focusing on helping business owners and retirees requiring income to create long term, stable plans. In addition to working directly with these clients Harley is also responsible for our corporate growth and for the design and implementation of our portfolios.
Harley is in his 11th year in the investment industry and 17th in insurance. He started with a large North American company in the “city” before deciding Virden was home in 2010 and opening his own firm in 2013.
Harley lives in Virden, MB with his wife and two young daughters. In the summer they can be found enjoying Lake Metigoshe and in the winter Harley spends his time watching the local junior hockey team.
Kyla is a financial advisor focusing on solving the cash flow needs of everyday Canadians. Her passion for helping and solving these issues quickly becomes evident after a meeting with her. Using these cash flow “finds” she can help to create a long term, stable financial plan.
Kyla is nearing two years of experience being an advisor. Prior to that she had 20 years experience in varying accounting roles with small to medium enterprises. She is currently working on both the cash flow specialist designation and her CFP.
Year round Kyla is following her children’s activities which range from singing to hockey to football and all things between. She is currently relocating to the Calgary, AB area with her husband and three of her children while her oldest son will be attending university and playing junior football in Edmonton.