Services Offered

• Financial advisory/Life Insurance/Health Insurance/Group Benefits/Business Risk Management
• Life Planner-helps organize Wills, insurance, retirement, budgets, etc.

Work Locations

• In person/Zoom (Steinbach and surrounding area)

Receive Free Inquires

• Accepts direct messages & business inquiries by phone, fax, text, email

Business Experience

• 20+ years as a bank manager, with strengths in risk management of consumer, independent business & agriculture sectors. Acknowledged as one of the top 40 bankers in Canada for customer service, representing Canada’s largest Bank. A “Leo” award winner.
• 20+ years as a Certified Financial Planner (2003 to 2023) – career advisor with a top insurance firm in Canada
• Currently – an advisor to the farming & business community, as an independent broker, providing group benefits & insurance solutions

About Cal

Cal was born, raised and has always worked in rural Manitoba. He has over 45 years of experience as a financial services professional, married to Karen, has four adult children and 12 grandchildren. With many rural postings, he has provided countless volunteer hours to such organizations as the Chamber of Commerce, Scouts Canada, service groups, hospital boards, Junior Achievement and 4H.