"The Jack Pine grows to any shape that suits the light,
suits the winds, suits itself," - Milton Acorn
Like a great suit or a great dress, the best financial plan is the one that is tailored to fit you. Our financial planners' down to earth style, real life experience and expertise, will help you create the plan that is right for you.
Whether you’re saving for your first home, a child’s education, or considering retirement, we can assist you every step of the way. Start big, or start small, but let's start somewhere.
There are many phases of retirement, and many different income sources to draw from, your personal savings, employer sponsored plans and government benefits. Navigating your income stream doesn't have to be stressful.
Financial security means protecting what means the most to you. We believe in working together to identify the risks, and educating you on all the options available, so it's easy to decide what works best for you and your family.
Your retirement is uniquely yours. Whether you want to travel, explore, golf, indulge, garden, read, or just simply relax, we can guide you to live the retirement life you've been dreaming of.
You've worked hard, and done well, let's ensure that you and your loved ones can enjoy the rewards of your efforts, for decades to come.
Your story matters to us, and we can relate. We are committed to the responsible creation and preservation of wealth for our clients and their families.
Our firm was founded in 2003 on fundamental principles that are as true today as when they started. Our clients deserve to not only be treated with respect, but with kindness and compassion.
We are devoted to building and maintaining the relationships and trust that are needed to create a plan that is sustainable for the future and for generations to come.
Oriana is a dedicated wife, mother, daughter and grand-daughter. Oriana and her family are a true Canadian hockey family. You will find them watching, playing and coaching hockey throughout the year. Oriana, her family and their dog Blue, are also lovers of nature and the outdoors. Enjoying as much time as possible at their remote cabin in the woods. Oriana also enjoys gardening, woodworking, and designing and renovating, and forever has a project on the go. She thoroughly enjoyed spending much of her free time recently renovating the Union North office.
Oriana has her CFP designation and over 15 years of experience in the financial services industry as well as a family business background. Oriana is strongly committed to continuously educating herself and is currently studying for the Canadian Life Underwriters designation.
Heather is a devoted mom, nanny, friend, mentor and puppy mom to Ryder. She loves spending time with her sons, Ray and Adam, their amazing wives and and her beautiful grand-daughter. When Heather isn't spending time with family and friends, she enjoys taking care of her home and garden. She's also an active member of her congregation, at the Oasis Community Church, where she volunteers in the nursery. When she has the opportunity, Heather loves to travel.
Heather has her CFP designation and over 30 years experience in the financial services industry. Heather brings extensive knowledge and expertise to all aspects of financial planning.
Melanie is a caring wife to her husband Ray and puppy Mama to Huntr. She loves to hike, canoe and travel the world. Some of their favourite traveling experiences were hiking the Inca Trail to Machu Picchu in Peru, safaris in Tanzania, and gorilla trekking in Rwanda. Back home, Melanie loves to cook, trying to recreate those unique culinary experiences she's enjoyed abroad. She is also an avid reader and loves anything by Agatha Christie. Melanie loves the semi-annual Children’s Hospital book sale and finding those treasured literary gems in support of a good cause.
Melanie started with Union North Financial Management in May, 2014 and works behind the scenes as the Senior Administrator. She graduated First Class Honours from the University of Manitoba with a Bachelor of Science, Honours in Microbiology.
Janet has discovered and thankfully so, that being a mother never ends. Instead it changes; from staying up late waiting for them to get home safely to a family night out cheering on the Winnipeg Jets; from a dinner on the go to discovering new restaurants; from driving a car full of rambunctious boys to hockey practice to doing a yoga class after work.
For Janet, the most rewarding part of being a financial advisor is helping her clients identify their financial priorities that lead to decisions so they can reach their goals. The plan is set in motion and then life happens and situations change and the plan needs to be updated. That's when the relationship strengthens - working together!
Janet is a lifelong student and is currently studying to complete her CFP. She sits on the board of a local non-profit organization helping children and is involved in fundraising to support mental health related causes.
Taylor has spent the past several years in Toronto where she completed her BCOMM at Ryerson University and worked at a tech startup in sales management. Now back in Winnipeg for a time, she has immersed herself in the role of financial service administrator as she completes her studies to become a licensed advisor. She has played a key role in the transition to Union North and is passionate about building new business practices that will enhance the client experience.
Taylor brings this same passion to a spin class, organizing Sunday family dinners and playing a “friendly” game of cribbage. As someone who enjoys learning, Taylor seeks out podcasts and books related to natural health and wellness, travel and cooking - just to name a few. She recently spent time in Europe (pre-pandemic) traveling with friends and especially enjoyed the culture and food in Copenhagen, Berlin and Barcelona. Family and community are both very important to Taylor so she makes sure to carve out time in the week to see her Oma and volunteer with a local non-profit organization.
Taylor is excited to join her mom in the business of financial planning and is looking forward to helping each client build and achieve their financial goals.