Category Archives: - All CCS™ Professionals

Shawn R. Windrem  CCS™

Shawn was born and raised in Moose Jaw, Saskatchewan, and moved to Saskatoon in 1986 to attend the University of Saskatchewan. After graduation he married his wife Kathy and had two beautiful little girls, Kaitlin and Victoria. Shawn always had an entrepreneurial spirit and used this energy to grow his Financial Services practice. Other Designations: […]

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Mathew Moore CCS™

I have been in the financial services industry since 2003. Currently I am a Investment Advisor and Certified Retirement Specialist with TD Wealth Private Investment Advice. I hold the Certified International Wealth Manager (CIWM), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) designations and I am licensed for insurance solutions. Utilizing my wealth management experience, […]

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Tom Orton CCS™

Behavioural Cash Flow Planning™ is a vital part of the services I offer clients and prospects. I’m excited to help people figure out how to manage their existing dollars to achieve short and long term goals, and fund their dreams. Too many people are retiring with debt, limiting what they can enjoy in their golden […]

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Mary Chow Ivanovic CCS™

Mary joined LifePlan Financial Management Inc. in 2010, an independent brokerage firm which provides professional service and unbiased advice. Prior to joining LifePlan Financial, Mary was a Financial Controller with an international company for a decade. In her role as Financial Advisor, Mary helps busy individuals, professionals, and businesses make informed financial choices by guiding […]

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Catherine Leahy  CCS™

Catherine has been licensed in Financial Services since 2001. She has previously been a Branch Manager in the MFDA (Mutual Fund Industry). She works with a variety of clients from new investors, high net worth, retired clients, business owners and professionals and newly singles. Cash Flow Planning is key for many people; although they may […]

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