ABOUT US
We are dedicated to providing insurance and investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.
OUR PHILOSOPHY
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
OUR TEAM
Dan Steinkey, BComm(Hons), CFP® CIM® CHS CEA
For over 25 years, my intention has been to educate first and then we can discuss whether or not I can actually help someone. This philosophy has been applied both for myself and my clientele. I am never one to be in a hurry to move on to the next person and believe that informed decisions are long-lasting decisions.
I am continuously upgrading my industry knowledge through designations which I believe will allow me to add value to people’s lives, without having to charge ever-increasing fees. This goes beyond the typical planning services of being a Certified Financial Planner charterholder, to helping and supporting executors through my Certified Executor Advisor designation.
My passion is helping families, small business owners, and incorporated professionals plan for their retirement, regardless of age. I do not implement account size minimums, nor do I have targets for revenue by household. My preference is to work with people I like who actually need my services. There is no way that anyone can get along with everyone, so why not work with people you want to spend time with?
Outside of the office, I enjoy spending time with my wife Adrienne and our two young boys, playing pickle ball, cooking up a storm, and enjoying fine wine with friends.
Direct: (204) 292-7877
Toll Free: 1-888-313-3093
Elizabeth (Liz) Jones
Liz joined Dream Retirement Planning Ltd. as a casual employee in early 2018 and came aboard full time in October of that same year. Liz brings a wealth of investment support and office administration experience and has been a key figure in keeping us organized and moving in the right direction.
She has been supporting advisors for 12+ years in delivering timely, professional service to clients and enjoys taking on new challenges. She is a force to be reckoned with, bringing rays of positive energy to the office, and she is looking forward to working with Drummond once again (they worked together at Wellington West a number of years ago).
When she isn’t chained to her desk, she spends her time bike riding, camping, gardening (basically anything that gets her outdoors!), and enjoying her home time with hubby, children, and grandson.
Direct: (204) 500-5115
OUR PROCESS
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based financial security planning approach is designed to help you:
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Define customized short and long-term goals that ensure you choose only the right financial products and services
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Identify roadblocks or gaps that might impact your financial planning strategy
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Continually monitor your plan to ensure it meets your changing needs
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.
WHAT IS FINANCIAL SECURITY PLANNING?
Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.
The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:
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Prepare for a secure, comfortable retirement or minimize your current taxes
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Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
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Provide for your loved ones or heirs in the event of death, disability or critical illness
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Protect your business and your employees through affordable benefits