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Empowering Sound Financial Futures

Through the relentless pursuit of excellence

We view financial planning and employee benefits consulting as an ongoing process of challenging ourselves to make a meaningful difference and make life better for our clients. Simply put, you will always find our team engaged and committed to guiding you as you reach your most important goals.


Rob Anderson Photo

Rob Anderson

President & CEO

rob@bayviewfinancial.ca
204-515-4004

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.

Doreen Sigurdson Photo

Doreen Sigurdson

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®), Registered Financial Planner (RFP) and Chartered Life Underwriter (CLU). She is a member of several professional organizations, including Advocis, the Institute of Advanced Financial Planners and the Estate Planning Council of Winnipeg.

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 Photo

Rick Wolfson

PRESIDENT, WOLFSON FINANCIAL SERVICES LTD.

rick@wolfsonfinancial.com
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.

Rhonda Walker, CFP® Photo

Rhonda Walker, CFP®

Certified Financial Planner

rhonda@bayviewfinancial.ca
Winnipeg: 204-515-4003  Carman/Winkler: 204-750-0270

Rhonda Walker has been serving the needs of consumers her whole career. For the last decade, Rhonda has focused her efforts on helping people just like you achieve their financial goals. Working with various clients, Rhonda has shown them how achieving goals is possible with proper planning and commitment.

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When building customized solutions unique to each person, family and business owner, Rhonda takes the time to understand each ‘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 has worked with numerous farmers, business owners, retirees and understands no two situations are the same. She has experience working alongside client’s accountants and lawyers to ensure optimal, customized solutions.

Barb Somerville Photo

Barb Somerville

SR. ADVISOR ASSOCIATE

barb@wolfsonfinancial.com
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.

Shelley Smith Photo

Shelley Smith

CLIENT SERVICE ADMINISTRATOR

shelley@bayviewfinancial.ca
204-515-4002

In 2016, I chose to further my financial planning career by joining Bayview Financial Group, and working directly with Doreen Sigurdson. The commitment to accurate and efficient processing, as well as creating strong client relationships is why I enjoy helping people.

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Shelley began her career in the financial industry as a part-time customer service representative at Scotiabank, while attending university in 2005. She graduated from the University of Manitoba with a Bachelor of Arts degree in 2010, and accepted a full-time position with Scotia.

In 2013, she started to explore her interest in other professions within the industry, so completed the Canadian Investment Funds Course as well as the Life License Qualification Program, and became licensed to deal with mutual funds and life and accident and sickness insurance. After 9 years with Scotiabank, she accepted an Associate position with a senior advisor at Investors Group, and learned a great deal about investing and retirement planning, while managing the service and administration side of a large client base.

In 2016, Shelley chose to further her financial planning career by joining Bayview Financial Group, and working directly with Doreen Sigurdson, CFP®. She is committed to accurate and efficient processing, as well as creating strong client relationships.

Shelley has a cheerful personality and enjoys being around and helping people. She volunteers regularly for a local speech pathologist, reading with people who’ve suffered from stroke. She has always loved volunteering, and has had the pleasure of working with many wonderful organizations over the years, including: Walk for Multiple Sclerosis, Heart & Stroke Foundation, Salvation Army Toy Mountain, Canadian Cancer Society Dragon Boat Festival, Winnipeg Santa Claus Parade, and Stop Hunger Now. In her spare time, she enjoys cycling, camping, and travel.