Investment, Tax & Insurance Solutions

Investment, Tax & Insurance Solutions

Our Team

 

Garry Stratychuk

President, FEA 

Garry Stratychuk

Garry has been a financial security advisor since 1988 with a vast knowledge in individual and corporate planning. Garry provides investment, tax and insurance solutions to his clients across Canada. He’s the founding partner of ITI Financial Inc.

Raised and educated in Saskatchewan, Garry moved to Manitoba in 1978. Married with five children gives him plenty of opportunity for family life that he thoroughly enjoys.

An entrepreneurial background has been a great foundation for his financial business. Focusing on his client’s discipline, Garry has been able to structure tax efficiency and predictable returns for them.

He was awarded the FEA designation as a candidate who understands clear and consistent understanding of both content and application of a Family Enterprise Advisor. The program is a rigorous and challenging process for those that illustrate outstanding competence and practice in the field.

As a CPCA (Certified Professional Consultant on Aging), Garry has a vast understanding of the issues facing seniors. He understands the aging process and how it influences the health, social and financial considerations of aging Canadians and their families.

Garry is a member in good standing of The Financial Advisors Association of Canada (Advocis) and The Conference for Advanced Underwriters (CALU).

Jeremy Cooper, BA (Hons), CLU, CEA

Partner, Financial Advisor

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Jeremy is a financial advisor with responsibility for client planning, which covers the full range of investment, tax, & insurance solutions.  He has a special affinity for seeing Canadian families and their businesses prosper for more than one generation.  He joined ITI Financial Inc in 2007 after a storied pursuit of business and entrepreneurship following university.  He officially became a Partner in 2018.  He is currently located in Southern Alberta where he enjoys experiencing and celebrating the growth of his family, a lovely wife and five children.

He received his Bachelor of Arts Honours from the University of Regina, Campion College, and is a Chartered Life Underwriter (CLU), Canada’s premier wealth transfer and estate planning designation.  He is also licenced as an Exempt Market Dealing Representative with Accilent Capital Management.

Jeremy is a member of the Conference for Advanced Life Underwriting (CALU), the Canadian Institute of Certified Executor Advisors (CICEA), and The Financial Advisors Association of Canada (Advocis).  He is the former President of the Advocis Medicine Hat chapter and currently sits on the CALU Issue Group on Life Insurance, which focuses on income tax concerns dealing with both the taxation of life insurance as well as the tax aspects related to the use of life insurance in the marketplace.

Jonathan Dixon, BA

Partner, Financial Advisor

Jonathan DixonHaving been born and raised in Winnipeg, Manitoba into an entrepreneurial family has given Jon his interest in business and finances. A graduate of the University of Manitoba, he has also completed his LLQP and most recently his EMD, giving him a firm foundation for insurance, tax and investment planning. Jon is currently studying for his CFA (Chartered Financial Analyst).

With a high regard for continuing education and the regulations affecting financial advisors Jon serves on the Winnipeg Advocis (The Financial Advisors Association of Canada) board as the Advocacy Chair. It is his goal is to serve the people of Manitoba, staying informed of changes in our realm and raise the bar professionally for our industry.

Jon is happily married to his loving wife Kimberly. They have three beautiful children, Julia, Noah, and Thomas who certainly keeps them busy. Traveling has been a passion for them but they always look forward coming back home to Manitoba. Closing in on a decade of financial planning Jon continues to look forward to solving unique problems and serving clients.

Laura McDonald

Financial Security Advisor

Laura McDonaldAs a financial security advisor with a broad investment and insurance background, Laura brings compassion and innovation in helping clients to plan for wealth security, retention and transfer. In particular, she focuses on pension planning and tax strategies for business owners and estate-planning clients, helping to maximize and retain wealth through tax efficiency and unique strategies to structure insurance and investments within the proper tax and legal channels. She is equally passionate in working with women and entrepreneurs, understanding both the challenges and opportunities they face as they increasingly drive the economy, small business, and wealth legacy.

Laura formerly drove regional sales for Canada's largest financial institution, working with independent advisors and their clients on investment and estate planning across Manitoba and Saskatchewan. Prior to that, Laura co-founded the influential media property Golden Girl Finance, providing the voice of female finance to millions of consumers, prior to its acquisition. In this role, Laura was a frequent finance expert in the press and media – including appearances on BNN, The Social, CityLine and The Marilyn Denis Show – and as financial expert for Chatelaine magazine. She is the co-author of two bestselling personal finance books, published by John Wiley & Sons – It's Your Money, Honey and 10 Ways to Stay Broke Forever‎ – and was named an 'Innovator of 2012' by FORUM magazine (Advocis) for her work in expanding the voice and reach of financial ‎discourse.

Born and raised in Winnipeg, Laura and her husband Scott have lived and worked in a number of cities, but call Winnipeg home. Along with their four beautiful children, they enjoy long summers at Victoria Beach, great times in the city with good friends, and family close by who offer immense love and support.

Rhona Stanislaus, CPA, CGA, MBA

Financial Security Advisor

Rhona Stanislaus

Rhona joined ITI in October 2018 and brings with her diverse leadership experience in the public and private sectors. Rhona has 20 years of progressive financial leadership experience within the financial services and accounting industries, with a large multi-national mining company, and government.

In addition, she holds a Master of Business Administration from Laurentian University, a Chartered Professional Accounting Designation (CGA) and an Undergraduate Degree in Accounting from the University of Calgary. Rhona values continuing education and recently completed the Life License Qualification Program (LLQP), part of the Canadian licensing regime for life insurance agents.

Rhona is a 20-year resident of the north and is currently based in Yellowknife, Northwest Territories. She enjoys traveling, cooking, and spending time with her son.

Leighton Loeppky

Financial Security Advisor

Leighton Loeppky

Leighton recently joined ITI Financial bringing first-hand entrepreneurial and business experience to the team. Having grown up in the family business, Leighton understands the unique challenges of small business owners.

Leighton went on to pursue a career in finance, working as a loans officer at the Credit Union. Over 10 years in business and finance gives Leighton an understanding of the unique challenges his clients face.

 Committed to ongoing education, Leighton graduated from Red River College with a diploma in business administration with a major in accounting. He recently earned his life insurance, accident and sickness (LLQP) license, and is a member of Advocis.

Leighton is a newlywed, marrying his beautiful wife, Cassidy in 2017.  They love the Manitoba summers, enjoying them at the lake whenever they can. If not at the lake, then at home with friends and family.

Ruth Braun

Partner, Insurance Services Associate, Office Manager

Ruth BraunRuth brings a comprehensive business background to the team, including 7 years of Credit Union experience, bookkeeping and administration skills. She has a value for excellence and attention to detail.

Ruth is Life, Accident and Sickness Insurance (LLQP) licensed and has her CPCA certification. She has a desire to see people come to a greater confidence and peace about their own personal financial plan.

Besides enjoying her position at ITI Financial she enjoys various hobbies such as scrapbooking, golfing and dancing. One very fulfilling personal accomplishment is having written a family heritage book honoring her parents.

With a great value for family life, Ruth and her husband enjoy spending time with their four grown children, their spouses and the grandkids. Never a dull moment.

Adrienne Wiebe

Partner, Director Investment Services

Adrienne WiebeAdrienne is a seasoned administrator with diverse experience that she has applied to her career in the financial industry over the past 10 years. As Director of Investment Services, Adrienne provides dedicated service to clients and advisors.

Adrienne is registered to deal in the Exempt Market (EMP) with Accilent Capital Management, is Life, Accident and Sickness Insurance (LLQP) licensed, and is a member of Advocis. 

Outside the office, together with her husband, Adrienne enjoys a variety of outdoor activities, as well as puttering in her flower garden. She is also active in the local arts community.