To optimize your wealth plan, we strive to act as your primary advisor, while working directly in conjunction with your current accounting and legal professionals. We have continually served our clients through our commitment to providing integrated wealth management advice. This has allowed us to build long lasting relationships with many families that span multiple generations. Our promise is to continually add value by acting as your trusted advisor.
Aaron Migie CFP, FMA
Aaron has been providing wealth planning advice to business owners and professionals since 2005. “I feel honoured to work with and advise some of the top individuals in their respective fields. We have been advising many of our clients for over a decade and take great pride in seeing them achieve their financial goals, by following the advice we have provided.”
In his spare time, Aaron enjoys many activities including travel, snowboarding, softball, reading, and spending plenty of time with his dog Ernie. He is actively involved with a number of community organizations including FINCA International, the Jewish Federation of Winnipeg, Winnipeg Harvest and local cancer initiatives. As well, Aaron is a regular contributor to the national finance magazine, Canadian Money Saver and he serves as an Ambassador for the Financial Planning Standards Council.
Jenina has been a part of the Migie Wealth Group since 2013. She is responsible for managing our client files, as well as record keeping and administration processing with Assante’s back office team. Jenina brings fondness and natural skill for organization and technology to our practice.
She is very proud and has played an integral role in our team’s recent transition to a paperless system for our clients, “We deal with a lot of extremely busy clients, so we are always looking for ways to enhance efficiency and convenience for them.”
Jenina has a love for art, fashion and music, and enjoys singing in her church choir on weekends.
Insurance Processing Administrator
As a member of the individual product administration team, Natalie works as a liaison between our team and the insurance companies with whom we work, to provide the best possible service and solutions to the clients we serve. Natalie has worked in this role for the past twelve years. She enjoys providing administrative support and her problem-solving skills to our clients, as well as working with our insurance partners to move applications through the underwriting process as quickly and efficiently as possible.
Associate Wealth Advisor
Prior to making the transition to wealth management, Brett worked as an accountant from 2013 to 2020. During his time as an accountant, Brett earned his Chartered Professional Accountant (CPA) designation and worked closely with both publicly traded companies and family businesses.
“I have always been a very analytical person who enjoys working with people. This is what led me to the accounting profession. I also love providing advice to clients and seeing them achieve their goals. Through my experience as an accountant, I quickly learned that wealth means more to people than just numbers.” This is what led Brett to transition to wealth management in 2020, where he is able to leverage his skill set and work closely with families and professionals to achieve their financial goals.
During his free time, Brett loves to travel to new places, spend time at the lake with family and friends, play golf and watch a variety of sports. He has been an evaluator for the CPA Common Final Examination and serves as Treasurer on a board.
Brett is currently completing his Certified Financial Planner (CFP) designation.