1510 St Mary's Rd
1510 St Mary's Rd
Kuldeep is a financial planning professional with a diverse background in estate planning, retirement planning and professional risk management planning. Kuldeep provides strong leadership and direction to her team at the St. Vital branch.
Kuldeep strongly believes in the growth and expansion of the financial planning industry and continues to grow in this profession. Kuldeep is a member of The Financial Advisors Association of Canada - Advocis Winnipeg Chapter and is licensed for mutual funds and life & health insurance in Manitoba.
Kuldeep is very community minded and strongly believes in giving back to the community she serves; Kuldeep has been a strong supporter of St. Amant Centre since 2015 by providing free educational seminars to St. Amant members, their residents and their families. Kuldeep and her team at Desjardins Financial Security Investments Inc. participate in many sponsorship events. St. Vital branch has donated over $25,000 to St. Amant since 2015.
Curt believes that getting to know his clients and their families, to understand their goals and their dreams and to work together with them toward developing a plan that is built on trust and understanding makes the financial planning experience more rewarding and beneficial.
He began his career in the financial services industry working with one of the big banks. This environment provided him experience working with clients regarding their investments but also with managing their borrowing needs.
Part of Curt’s practice is dedicated to working with business owners through a program offering Corporate Solutions with Individual Pension Plans, Corporate Owned Insurance and Executive Health Plans.
Curt is a member of the Financial Planning Standards Council. He has also completed the Canadian Investment Funds Course offered through the Investment Funds Institute of Canada, and the Personal Financial Planning Course through the Canadian Securities Institute. A member of Advocis and presently working toward his Chartered Life Underwriter Designation.
Paula has been with Desjardins Financial Security Investments Inc. for 4 years. She has been a Financial Advisor for 25 years. Her passion is working with clients helping them reach their retirement goals. Working with families, she stresses the importance of insurance to protect your loved ones in case of a premature death, a disability, or critical illness. Paula enjoys spending time with her dog Bentley and you can often find them out for a jog together.
Playing a significant role in compliance, and client servicing, Melissa believes that education is key to a successful outcome. With her over 21 years in management and client serving roles throughout her career, she can anticipate and be proactive in her support for others. Melissa is licensed for mutual funds only with Desjardins Financial Security Investments Inc.