Your Wealth Management Team
Granite Financial brings decades of experience to the table so that we can turn your decades of hard work into prosperity and peace of mind for many more to come.
For many years, the independent wealth management professionals at Granite Financial Group have helped our clients achieve their specific financial goals by crafting and executing wealth management strategies designed to endure not only today’s economic landscape but tomorrow’s as well.
Meet the Team of Professional Financial Advisor and Planner
With over 30 years of experience, Doug’s specialty lies in working with high net worth business owners and professionals who wish to minimize taxes while preserving their wealth. He is the Founder and Senior Financial advisor at Granite Financial Group, overseeing and guiding the strategy as well as managing his own portfolio of clients. Beginning his career in the corporate world (spending 13 years supporting a large Canadian Chartered Bank), Doug decided to return to his roots as an entrepreneur in 2002. This led to the creation of Granite Financial in 2002. Granite serves clients across Canada.
Doug is proud to be involved with organizations in Manitoba, most notably, he is currently a Board Member of the Winnipeg RBC Convention Centre, and is a Founding Partner of Next Chapter Succession Planning.
Doug is has a Bachelor of Commerce (Honours), and is a Chartered Investment Manager (CIM), Registered Financial Consultant (RFC), and Certified Financial Planner (CFP).
Daniela joined Granite Financial Group Inc. in 2003 with over 10 years of banking experience with a major national Canadian bank.
She specializes in tax, estate and retirement planning and prides herself in delivering not only the best financial solutions for her clients but consistent exceptional client service.
Daniela is a Charter Professional Accountant (CPA), Chartered Investment Manager (CIM), and Certified Financial Planner (CFP).
Kara joined the Granite team in 2011. She brings her enthusiasm and expertise the task of ensuring both exemplary client service and that sales are processed in an efficient and satisfactory manner.
She is a graduate of the Business Administration program at Red River College.
Kara provides administrative support to the entire team.
Debbie joined the Granite Team in Sept 2013.
She brings with her both experience in the financial services industry and over 30 years of administrative experience and sales with a major Canadian Bank.
Debbie’s proven expertise in providing top level service to clients is an asset to Granite Financial.
Alaina joined Granite Financial Group April 2013, bringing decades of experience in banking and full financial planning with the Wealth Management segment of a major Canadian Bank.
Alaina holds the Certified Financial Planning designation and the Financial Management Advisor designation. She has obtained her Registered Retirement Consultants designation, and she is a Fellow of the Canadian Securities Institute.
She brings to the Granite team her valuable expertise and experience in wealth and client portfolio management and service.
Marlene joined the Granite team in May 2012, bringing with her extensive experience in the financial services industry. She has over 30 years of administrative experience in both the life and financial industry.
Marlene supports the entire team at Granite Financial with her proven administrative strength and expertise.