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 also holds his Designation and Certification as MFA (Master Financial Advisor)
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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No Seminars planned at this time.

Specialties

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