Jean was born and raised in Winnipeg, Manitoba and currently lives there with his wife Paulette. He has four girls who all live in Winnipeg. He has obtained his Certified General Accountant (C.G.A.) designation as well as his Accredited Public Accountant designation.Jean has twenty-six years of experience in banking, credit, and finance and over twelve years in the insurance industry. His financial career began with the Caisse Populaires in Manitoba as Operations Manager of the Federation of Caisse Populaires. He then worked as General Manager of a Caisse Populaire. Since January 1994, Jean has been an independent advisor and his extensive training and experience in the insurance and financial industry allow him to offer a wide range of services to his clients.
Through Doheny Securities Limited I offer Mutual Funds, RRSP’s, RESP’s, TFSA’s and RRIF’s and Non-Registered Accounts. I also provide Life Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness Insurance, Group Benefits, and Segregated Funds. These Products are offered under my insurance license and not through Doheny Securities Limited. Jean prides himself on being dedicated to offering quality professional service and financial advice to his clients to enable them to make wise and financially sound decisions. He is pleased to be a part of the Many Nations Financial Services group and to be a catalyst in providing the most culturally appropriate employee benefit solutions for First Nations.
For those business owners and self-employed who require assistance with financial and retirement planning Carole Urias brings a wealth of experience. For the past 28 years, she has provided assistance and support to advisors and clients in Winnipeg and greater Manitoba and all the prairie provinces.
Carole is fully life and investment fund licensed. She is registered for the sale of mutual funds with PEAK Investment Services Inc. She holds a Bachelor of Arts from the University of Manitoba, a Certificate in Accounting from Red River Community College, a Certified Financial Planner and a Board Member and volunteer for a number of organizations including the Seven Oaks General Hospital, the Aboriginal Council of Winnipeg, the Insurance Council of Manitoba, the Young Eagles, a volunteer for the Financial Standards Planning Council, MB W.I.S.E. and Citizens on Patrol Program to name a few. She continues to expand her knowledge and experience to further assist her clients with resolving financial, insurance and estate planning concerns.
For more information or to arrange a preliminary meeting to assess your needs, contact Carole at email@example.com or firstname.lastname@example.org
Certified Financial Planner
Vice-President Business Development