Welcome

Areas of Specialization:

Dean has become known over the years as, “The Man with a practical straight forward approach to financial planning.”He is known for this ability to conceptualize, execute and communicate innovative solutions to both individual and business financial institutions.

Education & Experience:

Dean Cockell is the Branch Manager for Portfolio Strategies in Winnipeg.

He holds his Certificate in Financial Planning (CIFP) and also holds his EPC Designation as a charter member of the Canadian Initiative for Elder Planning Studies.

Dean Has attained his MFA (Master Financial Advisor) designation and has been awarded FDFS (Fellow of Distinguished Financial Services.)

He is also a member of The Canadian Institute of Financial Planners.

Dean is considered an authority on individual financial and retirement planning. His experience and education have covered a broad spectrum of management skills encompassing visionary leadership; public media relations; training and development; corporate and strategic planning; marketing and sales management; and joint venture/strategic alliances.

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Specialties

  • Retirement Planning
  • Financial Planning
  • Company Pensions
  • Tax Planning
  • Investment Products
  • Education Planning
  • Estate Planning
  • Insurance Products
  • Elder Planning Counselor