ABOUT US
SOLE financial is a full service independent financial planning firm dedicated to providing leading financial information combined with a wide range of competitive financial products, serving individual, professional and business clients.
We do not work for any one financial, investment or insurance company and survey the Canadian marketplace to offer you the best products and pricing from leading companies that will meet your needs.
We offer a wide range of planning services that are personalized to your needs. Please see the list of services we offer to help you reach your goals.
Lisa Ostermann, BA (econ), CFP
Certified Financial Planner
University of Manitoba:
Bachelor of Arts in Economics
Industry Designations:
Certified Financial Planner
Licensed Life Agent
Licensed Mutual Fund Representative
Licensed Mortgage Professional
Completed the following industry related courses:
Canadian Securities Course
Professional Financial Planning Course
Certified Financial Planner Course
Wealth Manager Course
Branch Managers Course
Canadian Group Insurance Benefits Course
Manitoba Mortgage Salesperson Course
Eric V.T. Stewart, BA (hons), MA
Financial Security Advisor
University of Manitoba:
Bachelor of Arts (Honors) in Economics
Masters Arts in Economics
Industry Designations:
Licensed Life Agent
Licensed Mutual Fund Representative
Licensed Mortgage Professional
Completed the following industry related courses:
Canadian Securities Course
Branch Managers Course
Canadian Group Insurance Benefits Course
Manitoba Mortgage Sales Person Course