About Mann Financial Assurance

“Providing financial solutions to help make financial dreams come true”

The focus of Mann Financial Assurance is on financial well being of our clients while using a progressive and disciplined approach working towards achievement and maintenance of financial security. Beyond life time financial matters, estate planning issues may also be thoroughly addressed around primary and discretionary wealth. Mann Financial Assurance is associated with and has access to a number of professional advisors.

The people at Mann Financial Assurance appreciate our community. While the company expresses that appreciation by staff volunteering, sponsorships and corporate donations, staff members are also provided with $500 annually for an organization they choose. The Community Appreciation staff program is a way to give back and remind all of us associated with Mann Financial Assurance how fortunate we are to live and work in Canada.

David C. Mann, CFP, CLU, CH.F.C.

Financial Advisor

David has operated Mann Financial Assurance from Winnipeg since 1987. David has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner as recognized by the Canadian Institute, American College and the Financial Planners Standards Council of Canada. He 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.

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, a former Chair of the Canadian Great-West Life Agents Advisory Council along with serving on other corporate and community advisory councils.

Carolyn Paterson, B. Comm. (Hons.)

Associate Financial Advisor

Carolyn is a graduate of the I.H. 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.

Debbi Murphy-MacDonald

Advisor Associate

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 Thompson

Advisor Associate

Jennifer is an Advisor Associate and 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.

Consultants

Onyx Financial Group

Mann Financial Assurance works with ONYX Financial Group to develop new employee benefit programs, evaluate existing designs / funding and to provide ongoing plan management. ONYX is an independent consulting firm specializing in Benefits Consulting including both Group Insurance and Group Retirement Plans.

Tricia M. Carver, CA, CFP, TEP

Tax & Estate Group 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.

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 financial security 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.

Melanie Cardinal, RHU, CLU

Living Benefits
Regional Manager

• Graduated from the University of Manitoba with a Bachelor of Arts Degree in 1988.
• Melanie joined the insurance business in 1990 when she began her career at Great-West Life as a Living Benefits Specialist in The Resource Centre, Southwestern Ontario. Shortly after returning to Winnipeg, she assumed a head office role where she was responsible for Living Benefits distribution across Canada, as well as recruiting for the Product Marketing Specialist Program. She is currently the Regional Manager, Living Benefits in The Resource Centre, Winnipeg. Melanie and her team are responsible for the sales and marketing of disability and critical illness insurance to advisors in Manitoba and northwestern Ontario.
• Industry designations include Registered Health Underwriter (RHU) attained in 2000 and Chartered Life Underwriter (CLU) in 2000.

Chris Koltek, MBA, CIM

Private Wealth Counsellor

Chris Koltek is a wealth management and investment professional with over 12 years’ experience in the industry. He is associated with Mann Financial.

As a Private Wealth Counsellor, Chris supports financial advisors by developing customized investment plans for high-net-worth families. Working with the Private Wealth & Estate Services team, Chris supports a comprehensive investment review process specializing in diversified, tax-effective investment strategies.

Previously, Chris worked in investment product management at an independent national brokerage firm focusing on high-net-worth clients. He also worked in product development, focusing on mutual funds and pooled products, at a major financial services company. Chris has a Masters of Business Administration from Queen’s University and a Bachelor of Arts from the University of Manitoba. He has earned the Canadian Investment Manager designation by completing courses in portfolio management techniques, investment management and the Canadian Securities Course.