About

About

Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.

We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.

Simon Hiebert, CLU

President & Financial Security Advisor

204-946-8112

Simon Hiebert’s career spans over 45 years. His business practice involves estate planning and business succession planning for small, medium and large sized businesses. Simon has been named the overall sales leader for Great-West Life numerous times. Simon has been a member of the Executive Life Club since inception. He has earned Life Member status in the President’s Club as well as the Million Dollar Round Table. Throughout his career he has operated as a sole practitioner working primarily with successful business owners helping them to “Assure Their Legacy”.

In 2012, Simon was the Chair and in 2011, the Vice-Chair of Conference for Advanced Life Underwriting ( CALU). CALU represents the interests of Advocis (The Financial Advisors Association of Canada) and CALU members to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance. While CALU's mandate is specific to “advanced life underwriting” the term is defined in CALU's by-laws as inclusive of the range of advisory and marketing activities relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning.

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The information on this website is intended for residents of Manitoba only.

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