Mission Statement

At Family Wealth Group, we make a commitment to the families we serve: to help them find financial peace of mind, no matter what is happening in the world around us. 

As a family ourselves, we know the importance of passing on solid financial values from generation to generation. We listen to you so that we can understand what is important to you. We then help you articulate your goals and lay out a plan that will allow you to accomplish them. We will meet with you regularly to make sure we continue to understand what is important to you and you are staying on track to reaching your goals. 

We believe that it is this commitment that has allowed us the privilege of serving multiple generations of our client families. We also know the success of a family will not be determined by the markets, but rather by financial peace of mind that comes from doing the right things, for the right reason at the right time.

 

Rob Harder, MBA, CFP®, CIM, FEA

Investment Advisor

As a Portfolio Manager, Rob is able to provide clients with additional benefits such as customized portfolio management, access to broader range of securities as well as fee transparency and deductibi...
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Steph Domenco

Certified Financial Planner®

Stephanie has extensive knowledge developing plans for families with complex financial structures. She provides comprehensive wealth planning for clients, analyzing financial data and developing and m...
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Sandy Keates

Client Service Manager

As our Client Relations Specialist Sandy ensures our clients receive the best possible care. She will be the first contact you make, will book your appointments, and is the first person you should con...
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Industry Partners

 

Troy Domenco, CPA – Troy is a Certified Professional Accountant that deals primarily with small businesses and corporations. He specializes in Tax planning, company structure and Federal and Provincial tax. He will meet with you at either your home, your business or at our office on Henderson Hwy.

Team Insurance Brokers – Team Insurance Brokers have offices on Henderson Hwy and Main Street. They offer Residential & Commercial Insurance, Watercraft Insurance, Contract & Commercial Surety Bonding, Travel Health and MPI products such as Autopac, driver's license renewals and rental car insurance.

 

Supporting the communities within which we work

 

Pinawa & Lac du Bonnet Community Foundations - Volunteer-based organizations that work hard to raise funds for important charities within their communities.

Global Family Foundation is a Christian charity dedicated to the relief of poverty in Latin America through education, training and social programming.

The Carbon Farmer - When we saw The Carbon Farmer on Dragon’s Den we thought it would be a great opportunity for us to offset our carbon footprint. They are a young energetic and forward-thinking company that is really making progress in counteracting the effect that our lifestyles have on the planet. www.thecarbonfarmer.ca.