Advisor
Craig is the investment specialist with Wellington West Total Wealth Management Inc., the fee-only financial advisory, financial planning and Portfolio Manager (Restricted) division of Wellington West. This team was named Independent Financial Advisor Team of the Year by the London-based Society of Trust and Estate Practitioners for 2010/2011, in competition with firms from around the world.
Craig has been an integral part of the practice since 1997. With a combination of financial planning, tax and investment expertise, he focuses on helping clients improve their rates of return in a manner consistent with their risk tolerances and personal preferences, with maximum tax efficiency.
Craig graduated from the Richard Ivey School of Business at the University of Western Ontario in 1994 with an Honours Business Administration degree. Through the Canadian Securities Institute, Craig has completed the Canadian Securities Course, Investment Management Techniques, Portfolio Management Techniques and the Personal Financial Planner course. He has also successfully completed several income tax preparation courses and provides tax preparation service to selected clients.
After becoming a Certified Financial Planner in 1999, Craig completed the Canadian Investment Manager program in 2003 and is a CFA charter holder, having earned that designation in 2009.
Craig was born and raised in Winnipeg.
Wellington West Total Wealth Management Inc.
300-200 Waterfront Drive
Winnipeg, Manitoba R3B 3P1
Direct: 204.925.5152
Fax: 204.925.5148
Email: ckepron@wellwest.ca
