Description

"Specializing in insuring business owners"

I can assist you, and those you care about, to ensure your financial security now and through every stage of your life. You'll benefit from my wealth of knowledge and experiences gained through my extensive history of working with entrepreneurs and business owners. Be assured by my CERTIFIED FINANCIAL PLANNER® designation, obtained 25 years ago, that I have the financial expertise behind me. Of course, I continue to stay current in today’s every changing environment through professional courses and seminars.

For each of my clients, I take the time to gain comprehensive understanding of their unique situation before presenting well reasoned recommendations. As an independent financial advisor, I am able to offer solutions from many insurers and companies. Specializing in insuring business owners and professionals, I can implement and stay on top of a plan custom tailored to you.

Personally, I enjoy spending time with my three sons, participating in triathlons, yoga, camping and fundraising. I encourage you to introduce me to charitable organizations you care about; I would be pleased to assist their donors with legacy gifting strategies. Together we can make a difference!

Angie Wittmann, CFP®
CERTIFIED FINANCIAL PLANNER®
Life & Health Insurance Business Advisor
Desjardins Financial Security Investments Inc.
awittmann@investdfsi.ca
204-925-7420 ext 7416

Life and Health Insurance licensed in Manitoba. Life and Health Insurance products are provided through Desjardins Independent Network Insurance Agency. Desjardins Independent Network Insurance Agency is a business name of Desjardins Independent Network Insurance Inc. which also operates in BC under the assumed name Desjardins Independent Network Insurance Agency Inc. Segregated funds in self-directed accounts are offered through Desjardins Financial Security Investments Inc.