Empowering Sound Financial Futures
Rob Anderson
President & CEO
One of the biggest challenges my clients face is growing their business without sacrificing personal time. I help them strategically manage their investment assets and employee benefits so they can focus their time where the payback is greatest - working on the business and spending quality time with family.
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From the time he was a young boy, Rob was fascinated with business ownership and wanted to be an entrepreneur and investor.
He is our strategic thinker and in business most know him as focused and goal oriented with a splash of humour. But if you ask his kids, they would describe him as totally silly and playful because when he’s not hugging the stuffing out of them, he’s usually trying to make them laugh. Rob and his wife, Amber keep busy just running around being parents. When its time for some R&R, Rob enjoys traveling, learning about new cultures and meeting new people.
In Rob’s own words, “I’m here to help you achieve and sustain financial success. And what I do is a part of who I am. Providing advice that brings clarity, reassurance and confidence is the part of my work that I enjoy most. I am very fortunate to say that a day at the office rarely feels like work.
Rob’s professional career commenced at Great-West Life in 1998 and now he now has over two decades of experience as a financial consultant, and a qualified GBA (Group Benefits Associate). In 2004, he took a giant leap towards a major life goal and started Bayview Financial Group, to provide independent financial planning, wealth management, and employee benefits advice.
Whether it’s your business, your retirement or your legacy – Rob is the advisor you want on your team. Don’t let the future happen to you, plan for it and enjoy the journey.
Rob is a member in good standing with Advocis: The Financial Advisors Association of Canada, The Estate Planning Council of Winnipeg, the Canadian Pension & Benefits Institute and the Canadian Group Insurance Brokers network.
Rhonda Duncan, CFP®, CLU
CERTIFIED FINANCIAL PLANNER
rhonda@bayviewfinancial.ca
204-515-4003
I have focused my career on helping clients determine their short-term, long term and “wouldn’t it be nice to have”…term goals. Working alongside families, business owners and retirees, I have shown how achieving goals is possible with proper financial planning, management, and commitment.
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When building customized solutions, Rhonda takes the time to understand the ‘big picture’ and is committed to finding solutions to create a personalized financial plan. The plans Rhonda develops for each client are unique to them and become a living, breathing document requiring ongoing monitoring and adaptation as life unfolds.
Rhonda understands no two situations are alike and appreciates the trust that her clients have placed in her over the years to come up with solutions to meet each individual’s needs. She has experience working alongside client’s accountants and lawyers to ensure optimal, customized solutions.
In her spare time, Rhonda can be found spending time with her dog Archie, staying active and spending time with friends and family.
Doreen Sigurdson, B.Sc.(Math), CFP, CLU
CERTIFIED FINANCIAL PLANNER
doreen@bayviewfinancial.ca
204-515-4001
I make it easy for my clients to move forward on practical solutions that focus on the important things in their lives.
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An experienced financial planner, Doreen believes in listening to her clients to fully understand their situations, goals and dreams. She then puts her analytical skills to work developing the plans that will allow her clients to organize their financial lives and reach their goals.
Doreen’s career in the financial planning profession started while she was in university, working part time as a client service representative at Royal Trust, and working her way into a branch manager position. She built her own independent financial planning practice, through experience at Lawton Partners Financial Planning and Edmond Financial Group, before joining Bayview Financial Group in 2016.
Doreen has a commitment to continuing education, having achieved the designations of Bachelor of Science at the University of Manitoba, CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Life Underwriter (CLU).
Her involvement in volunteer and community service work has spanned her lifetime; most recently, she has served as President of the Betel Home Foundation, president of the Pembina Business Girls Curling Club and on the Board of the Estate Planning Council of Winnipeg.
Doreen’s integrity and commitment to working to improve the quality of life for her business and individual clients, counseling them in areas of tax, retirement, education, investment and estate planning, has resulted in many referrals from clients and professionals.
Rick Wolfson
CFP, CLU, CH.F.C., B.Comm. (Hons)
rick@bayviewfinancial.ca
204-515-4005
I help people do the things they do today, tomorrow – without missing a beat.
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Rick began his professional career in the insurance industry in 1974, and has been affiliated with Great-West Life and other companies over the years. At Great-West Life, Rick was appointed brokerage manager in 1978, and Sales Manager in 1983. As sales manager, he was responsible for hiring and training new sales recruits. In 1993, Rick returned to the sales field, where he remains today. With over 41 years of industry experience, Rick specializes in insurance, investment & retirement planning, group benefits and pension plans.
Rick is past President of the Life Underwriters Association, has his Bachelor of Commerce (honors) from the University of Manitoba, as well as his designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C.).
Rick is married, and he and his wife, Debbie, have three adult children. They also have three active grandchildren, and Rick relishes family time with them, especially at their summer beach cottage. Rick enjoys sports, and in the winter, he is a goalie with the Winnipeg Great-West Life Hockey League. When away from the rink, Rick and Debbie enjoy vacations to the warmer climates down south.
Patrick Desrochers
Financial Securities Advisor/Investment Representative
patrick@bayviewfinancial.ca
204-515-4007
My approach to financial advising is centered around building strong, long-lasting relationships with clients. By actively listening to clients' needs, concerns, and aspirations, I can craft personalized financial strategies that evolve as clients' circumstances change over time.
David R. Johnson
Financial Security & Investment Advisor
D.R. Johnson Financial Ltd.
Barb Somerville
Sr. Advisor Associate
barb@bayviewfinancial.ca
204-515-4006
Helping our clients reach their personal goals has kept me in the insurance and financial services profession for over 30 years. I warmly welcome the chance to provide the highest quality service to our clientele.
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A Red River College graduate, Barb initially began her career in the land development industry. In 1986 she transitioned into the insurance and financial services profession with Great-West Life, and brings a wealth of experience to Wolfson Financial Services Ltd. She understands our client’s personal goals, and enjoys working with them to that end. Barb is dedicated to providing high quality service to our clientele, and encourages the warm and friendly atmosphere Wolfson Financial Services Ltd. is known for.
Barb takes pleasure in spending time with her family and friends, plus travel vacations.
Drina McNaughtan
Administration Assistant
Donna K Boiteau
Administration Assistant
Debbie Knight
BA (hons) Administration Assistant