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

Copyright 2020 SOLE Financial Services LTD - 137A Sherbrook Street, Winnipeg, MB R3C 2B5