Question 1

How do you get paid?

Accepted Answer

As your financial advisory team, we are compensated in several ways and offer a flexible fee structure to accommodate various client engagements. Our two primary fee arrangements are:

Direct Fee for Financial Planning – This can be a flat fee or an hourly rate, providing independent, valuable advice without any connection to investment or insurance products or a long-term commitment.
Percentage of Investment Assets – This approach is based on a percentage of the assets we manage for you through our strategic partners. It fosters a long-term financial planning relationship and may reduce or eliminate direct fees for ongoing advice.

Additionally, Prairie Wealth Planning Consultants Ltd., as an Associate General Agency, offers insurance products when needed. In such cases, we may receive a commission from the insurance companies we are contracted with for providing advice and service specific to those insurance needs.

Regardless of the option you choose, we are committed to full fee transparency, ensuring you receive planning and advice that is always in your best interest—no exceptions.

Question 2

What do your designations mean?

Accepted Answer

The letters after Chris' name are designations which represent his commitment to continuous learning and professionalism in the financial services field.

CFP®  is  the  Certified  Professional  Planners  designation.  A  CFP  is recognized  as  the  standard  for  the  financial  planning  profession worldwide.  The  designation  is  obtained  via  completion  of  a rigorous  education  program  maintained  through  a  stringent continuing education program dedication to a meaningful Code of Ethics.

CLU®  recognizes  Chris  as  a  Chartered  Life  Underwriter. This designation  indicates  Chris'  expertise  in  life  insurance,  estate planning,  business  planning  and  wealth  transfer.  Chris'  training and experience in this field gives him a thorough understanding of risk management and life insurance planning opportunities.

FMA®  stands  for  Financial  Management  Advisor,  a  professional designation awarded by the Canadian Securities Institute, which is the standard for excellence in Canada since 1970.

FSCI® means Chris is a Fellow of the Canadian Securities Institute. Chris  has  earned  the  highest  honour  in  Canadian  financial services.  Maintaining  this  designation  requires  continuing education and commitment to a Code of Ethics

EPC®  indicates  that  Chris  has  completed  the  requirements  to become  an Elder Planning Counselor. This designation allows Prairie Wealth to be an age-friendly business that recognizes the unique changing needs of the senior population.

CEA  Certified Executor Advisors are experts in their own field but also have broad practical knowledge of everything the executor needs to know. They’re uniquely equipped to steer executors away from potential problems and toward the professionals they need.

Question 3

What types of clients do you work with?

Accepted Answer

Our clients are engaged and think of their relationship with Prairie Wealth as a long term partnership versus a short-term, transactional relationship. They care about their family and community and want to make smart financial decisions.

They include individuals, young professionals, farm families, business owners, elders, and early retirees. Whether you're looking to build wealth, protect your assets, or plan for the future, we're here to help you achieve your goals.

Question 4

What is unique about your process?

Accepted Answer

The Horizon Process™ makes it easy for you to find the best plan that suits your needs. We break your planning down into manageable segments while keeping the big picture in mind. We simplify your options and provide you with a clear understanding of the best course of action based on our extensive knowledge and expertise.

How do you get paid?

What do your designations mean?

What types of clients do you work with?

What is unique about your process?

Frequently Asked Questions

Plan, Invest & Insure with
Prairie Wealth Planning Consultants

(204) 650-0909

info@prairiewealth.ca

927 A - 26th Street, Brandon MB R7B 2B7

Let's Connect

Already a Client?
Go to the Client Portal to book a meeting.

Privacy Policy

How do you get paid?

What do your designations mean?

What types of clients do you work with?

What is unique about your process?

Frequently Asked Questions

Plan, Invest & Insure with Prairie Wealth Planning Consultants

(204) 650-0909 info@prairiewealth.ca 927 A - 26th Street, Brandon MB R7B 2B7

Let's Connect

Already a Client? Go to the Client Portal to book a meeting.

Privacy Policy

Plan, Invest & Insure with
Prairie Wealth Planning Consultants

(204) 650-0909

info@prairiewealth.ca

927 A - 26th Street, Brandon MB R7B 2B7

Already a Client?
Go to the Client Portal to book a meeting.