After several years within the Financial Services Agency, Leanne became a Partner with D.T.F. Insurance Agency in 2008 and is co-founder of Prosper Wealth Ltd. Having Graduated with an Undergraduate degree in Finance and Economics from the University of Western Ontario, Leanne was honoured to continue her studies at the distinctive University of Oxford where she achieved her Master of Business Administration (MBA) in 2005. Leanne was recognized with the P.R.A.I.S.E. (Performance Recognition Award for Innovation and Service Excellence) award while with Investors Group. With the desire to be an industry leader, she also completed the Canadian Securities Course (CSC) along with earning the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) designations. Leanne is now in her tenth year of financial planning and an active member of her community through volunteer work.
Leanne Jones, MBA, CFP®, CLU
David Fredrickson, CFP®, CHS, CLU
David founded D.T.F. Insurance Agency and is co-founder of Prosper Wealth Ltd. Dave has been in the financial services industry for thirty-seven years. Dave has been involved with Compassionate Friends, coached soccer in the community for fifteen years and has devoted his time to industry advocacy and standards. An active Member of CALU since 2005, David has earned his Certified Financial Planner designation (CFP®), his Chartered Life Underwriter (CLU) designation and his Certified Health Insurance Specialist designation (CHS). In addition to his diverse industry experience in the life and wealth components of planning and group benefits specialization, Dave brings extensive corporate structuring and planning strategies to Prosper Wealth.
Cameron Jones, CFP®, CHS, B. Comm.(Hons)
Cameron began his career in the Financial Services industry in 2003 after graduating from the University of Manitoba with a double major in Finance and Management Information Systems. Cameron began working with Great West Life as a Living Benefit Specialist and advanced to the position of Advanced Sales Manager, Living Benefits. Cameron worked closely with financial planners and their clients on developing solutions to disability and critical illness insurance needs. In 2010, Cameron pursued an opportunity with the BMO Life Insurance company. As the Senior Business Development Manager at BMO Life Insurance, Cameron built relationships with financial planners in Manitoba as well as Saskatchewan to establish life insurance solutions for both individual and corporate clients. With twelve years in the financial services industry, Cameron is a continuous learner and holds both his Certified Financial Planner (CFP®) and his Certified Health Insurance Services (CHS) designation. He is also a dedicated father and member of his community.
Karen Boyd, CHRP
Karen has more than 15 years of experience in office management and human resources, including organizational development and process planning. She completed her Certified Human Resource Professional (CHRP) designation in 2010, and is currently a member of Human Resource Management Association of Manitoba (HRMAM).
Chris Koltek, MBA, CIM
Private Wealth Counsellor
Chris Koltek is a wealth management and investment professional with over 12 years experience in the industry.
As a Private Wealth Counsellor with Great-West Life, Chris supports financial advisors by developing customized investment plans for high-net-worth families. Working with the Private Wealth & Estate Services team, Chris supports a comprehensive investment review process specializing in diversified, tax-effective investment strategies.
Previously, Chris worked in investment product management at an independent national brokerage firm focusing on high-net-worth clients. He also worked in product development, focusing on pooled investment products, at a major financial services company. Chris has a Masters of Business Administration from Queen’s University and a Bachelor of Arts from the University of Manitoba. He has earned the Canadian Investment Manager designation by completing courses in portfolio management techniques, investment management and the Canadian Securities Course.