DBARDAL@ASSANTE.COM

JBALDWIN@ASSANTE.COM

PHONE: 204-977-8068
FAX: 204-943-1561
1345 Taylor Avenue
Winnipeg, Manitoba, R3M 3Y9

About Us

David A. Bardal, CLU, CH.F.C., CFP - Senior Financial Planning Advisor

David has over 35 years experience in the financial services field and has been a practicing financial planner for more than 18 years. Throughout his career, he has been helping individuals and families achieve their financial and lifestyle goals. David is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

Among the greatest strengths he brings to his client relationships are in the areas of knowledge, integrity and commitment to exceptional service. He has been involved in the community through board participation for many years: currently past chairman of the Deer Lodge Centre Foundation, past Chairman of the Multiple Sclerosis Society (Manitoba Division), member of the National Executive for the Multiple Sclerosis Society of Canada, as well as being a member of the Board of Deacons at his church, Calvary Temple.

David and his family are life-long residents of Winnipeg. He has been happily married for over 35 years and is the proud father of four children and more recently a very proud grandfather. He maintains an active regimen of Squash (with a Cappuccino chaser) on a daily basis.

 

Juana Baldwin, CFP, CHS, RRC - Financial Planning Advisor

Juana has over 17 years experience in the financial services industry.  She began in an administrative role, and through experience, education and the passion she has for helping clients, developed into a practicing wealth advisor. 

Sincerity, integrity, and dedication to exceptional personalized service, through a comprehensive planning approach are Juana's core values.

Through a full understanding of her clients financial and lifestyle needs and goals, she works with them through all stages of life to both simplify and enhance their lives through integrated wealth management solutions.

Juana is happily married with two grown step-boys and two dog-children (both adoptees from the Winnipeg Humane Society).  You can often see her out and about, enjoying a run, stopping in at the dog park, visiting with friends, or cheering for one of her boys at a local arena, or baseball diamond.

 

Nicole Workman - Administrative Associate

 

The third member of our team, Nicole Workman is the first point of contact.  Along with booking meetings, and efficiently responding to calls and emails, she handles the team's admistrative tasks.

 

Nicole's attention to detail and caring attitude complement the teams goal of providing a high level of client care.

 

She is happily married, and a busy mom of three.  Nicole has a creative and energitic spirit.  Don't be surprised if you see her at your local craft market or supply store!

 

Assante Wealth Management is the firm that our practice has been proud to be associated with for over 10 years.

- David Bardal & Juana Baldwin

The Assante Story

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions in Canada through its network of advisors.

Assante offers its exclusive and customized wealth management services through its subsidiary companies. These companies offer a comprehensive range of services, including investment advice and retirement planning to tax planning, insurance and estate planning.

The Assante Advantage

Wealth management solutions

Assante advisors offer clients access to a wide-range of financial solutions, including an extensive range of third-party products and service providers. Assante advisors work with their clients to understand their needs and goals, and will recommend the most appropriate solutions for their current situation and as their needs change over time. The result is a comprehensive financial strategy based on personalized, professional advice and solutions that focuses on what is most important to you.

Committed to you

Assante advisors are committed to helping clients reach their goals. They combine their expertise in multiple disciplines with access to professional experts to help manage and co-ordinate a client's complete and evolving financial needs.

Strategic partners

Assante has partnered with world-class investment managers who have extensive experience and knowledge in a specific area of the market. Each of these managers works to maximize and protect your portfolio using a proven investment approach.

Protecting your investment extends beyond your portfolio. We consider insurance integral to protecting the financial well-being of you and your family. That's why we work with leading insurance providers to make sure you are well prepared for the future.