Experience

Independent Financial Brokers of Canada

• Canada
• Financial Services
• 1 - 100 Employee

• Board Member

  • Aug 2018 - Present

  Independent Financial Brokers (IFB) is a not-for-profit Association representing independent insurance, mutual fund and other financial service professionals.Just like the name says – IFB members are ‘independent’. That means that they do not work exclusively for one company, and are able to sell the products and services of two or more companies. Independent Financial Brokers (IFB) is a not-for-profit Association representing independent insurance, mutual fund and other financial service professionals.Just like the name says – IFB members are ‘independent’. That means that they do not work exclusively for one company, and are able to sell the products and services of two or more companies.



Dream Retirement Planning Ltd.

• Owner

  • Aug 2015 - Present



Customplan Financial Advisors Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Regional Marketing Director

  • Jul 2013 - Present

  As Marketing Director, my role is to build Customplan's business and brand in the Province of Manitoba, including operational focus such as office structure and support.I encourage all of my industry friends and associates to contact me to review the Customplan opportunity and our strategic affiliation with Peak Insurance Services, a member of the Peak Financial Group. I can be reached at 204-292-7787 (inside Winnipeg) or 888-313-3093 (rural Manitoba), or dans@customplanfinancial.com. As Marketing Director, my role is to build Customplan's business and brand in the Province of Manitoba, including operational focus such as office structure and support.I encourage all of my industry friends and associates to contact me to review the Customplan opportunity and our strategic affiliation with Peak Insurance Services, a member of the Peak Financial Group. I can be reached at 204-292-7787 (inside Winnipeg) or 888-313-3093 (rural Manitoba), or dans@customplanfinancial.com.



Steinkey Financial Services

• Owner

  • Apr 2012 - Present

  Steinkey Financial Services guides you through the confusing world of financial matters with trustworthy advice. We harness 16+ years of professional industry experience in presenting to you solutions that you can actually understand. It is our belief that you should not have to take big risks to be rewarded with reasonable returns. Our personalized, custom financial and insurance solutions grant you the confidence to reach your goals knowing that your family and your wealth are protected with care.



Streuber Financial Group

• Financial Services

• Certified Financial Planner

  • Sep 2010 - Apr 2012

  Full service Financial Planning, Investments, and Insurance. Full service Financial Planning, Investments, and Insurance.



Equitable Life of Canada

• Investment Marketing Manager

  • Sep 2007 - Oct 2010

  Provided investment sales support and training to financial advisors in Manitoba and Northwestern Ontario. Provided investment sales support and training to financial advisors in Manitoba and Northwestern Ontario.



Young Professionals Toastmasters Club

• President

  • Jul 2009 - Jun 2010



Rice Financial Group

• Director, Mutual Funds & Fixed Term

  • Apr 2006 - Aug 2007

• Director, Fixed Term

  • Sep 2003 - Mar 2006

• Branch Manager, Provincial Compliance Officer (Alberta)

  • Sep 2000 - Aug 2003

• Investment Sales Advisor

  • Sep 1996 - Aug 2000