With over 35 years of working in the Winnipeg business market, Joe has a vast understanding of what it takes to run a successful business. He has started two successful companies, one in the trades and one in the financial service industry. Joe brings to Maximum Wealth Strategies his experience as a financial advisor and insurance salesperson from Investor’s Group as well as London Life.
Joe has developed strong business relationships with other successful business owners who are able to offer their specialized skills and services to our clients. Joe takes satisfaction in being able to assist any business owner in learning and understanding their current challenges and, with his team, creating business solutions.
Mitch studied business at both the University of Manitoba and Syracuse University. Once out of university, he knew that he had a passion for the financial service industry and decided to become life licensed. Mitch now has over five years of experience in the financial service industry and continues to use his free time to further his knowledge of all things relating to business.
Mitch takes pride in listening to his clients and coming up with a financial plan tailored to their appropriate risk tolerance. He strives to be more dedicated and bring more passion to his job than anyone else.
Cindy began her career in the financial industry in 2004. She worked at the reception desk of a large insurance company with over 100 employees. She quickly moved from the reception desk to working directly with financial advisors.
In her 16 years of experience in the industry, Cindy has gained a tremendous amount of knowledge on different product lines. She now specializes in group health benefits and life insurance.
Having started her own successful event planning company, Danielle understands how much hard work it takes to become an accomplished entrepreneur. She began her relationship with Maximum Wealth Strategies in 2018 when her company was hired to plan their annual golf tournament. After hiring her for several more events, in 2019 Danielle was hired to handle marketing and event planning full-time.
Danielle has since developed a keen interest in the financial industry, becoming more involved in the day to day operations at Maximum Wealth Strategies. She is working to complete the LLQP course to become life licensed.