Our Team

We are a small family of certified financial and investment planners. Get to know a little about who we are and how we support you.



With almost 2 decades of industry experience, she has extensive experience developing plans for families with complex financial structures. She provides comprehensive wealth planning for our clients analyzing financial data and developing  and monitoring wealth plans.

She wants you to feel motivated to reach the financial goals you set for yourself, sharing in every achievement and preparing you for the next one. Stephanie is a Certified Financial Planner (CFP) and a member of Advocis as well as the Canadian Association of Planned Giving.  

Stephanie is President of the East St. Paul Chamber of Commerce, where she enjoys being part of an organization committed to creating a vibrant, professional commercial presence in the area. She also serves on the Manitoba Club Board of Directors, Family Enterprise Xchange Advisory Council, and enjoys volunteering at Riverwood Community Church in an administrative capacity.

When Stephanie is not working, she enjoys spending time with her husband, Troy and son, Maddux. She also enjoys yoga, jogs with her and Golden doodle, Finnegan, and sewing.



As a consultant to Family Wealth Group, Rob works with family businesses and professionals to help them devise strategies that will accomplish the goals and dreams of all members of the families.This is achieved through facilitating family meetings that dig deep into the shared values and goals as well as unearthing where differences of opinion lie. Rob believes that as long as all members come to the table being upfront and open and with a commitment to the family and business, a path forward can be achieved for any family.

Rob’s extensive experience and certifications include Certified Financial Planner (CFP®), Chartered Investment Manager Designation (CIM®), certified FAMILY ENTERPRISE ADVISOR™, Chartered International Wealth Manager (CIWM®), as well as a Masters of Business Administration (MBA) from the University of Manitoba.

Rob’s greatest pride is in raising his 4 children along with his wife, Chantelle. As a family, they enjoy camping, travelling and any type of competitive game or challenge, whether as a team or against each other. Rob enjoys supporting his kids and encouraging them to excel in the activities they have chosen, including, volleyball, acting, triathlon and cross-country. Rob is also proud to support Chantelle in the businesses that she owns and manages.


Jennifer Fey-Janzen

Jen has extensive knowledge of all aspects of executing and administering client portfolios. Jen puts the plan into action, keeping our clients informed about our processes. She is your main contact for any account servicing questions.

Jen completed her CSC® and CPH® courses and is a registered Licensed Assistant. She sits on the Administrative Advisory Board for the Investment Planning Counsel and is furthering her education in the investment industry. 

Away from work, Jen is kept busy with her two boys, Robert and Christian. She volunteer coaches both of their soccer teams in the summer, and assists with their baseball and hockey teams. She loves being outdoors and taking on adventures such as hiking, biking, skydiving, and snowboarding.


Sandy Keates

Sandy has been part of our team since 2013. Her responsibilities include working with clients, managing client development, and collaborating on projects. 

Sandy has over 20 years of experience in service, client relations, and office management. She is a graduate of Transcona Collegiate Institute focusing on business, academic, and leadership programs. She has two children, Josh and Emma, enjoys both participating in and watching sports (especially hockey), and has a great appreciation for music. In the past she has enjoyed volunteering in elementary school classrooms and assisting in coaching her kids’ sports teams. Sandy always enjoys meeting new people and making an impact on their lives.



Business Advisory Team


Ryan Shewchuck, Tax Lawyer

Arlene Ratuski, Estate Lawyer

Rahim Dhalla, Portfolio Analyst

Susan Yakabowich, Gift Planning Consultant

Garry Fast, Corporate Risk Strategist

Abe Harder, Legacy transition Advisor

Daryl Carter, Business Strategy Advisor