About

Jimmy works with Clients to help create customized strategies that can keep up with changing lives. He offers Clients peace of mind with his detail-focused approach. Jimmy’s been showing his customer service skills since he was 13. He understands small businesses and the hard work it takes to be successful. He’s passionate about helping Clients and being able to learn something new from every Client. He loves to help business owners and young families achieve their goals. Jimmy has a background in financial services and a diploma in Business Management. Outside of the office, he enjoys lifting weights, snowboarding, travelling, and spending time with family.

Part of what Bruce loves about his role as an Associate Advisor is connecting with people. From answering a quick question to working through a challenge a Client may have, he’s always happy to help. Bruce loves to continue his education. In addition to completing the Canadian Investment Funds course and Alberta Life Insurance license, he’s working toward his Qualified Associate Financial Planner designation. Outside of the office, Bruce enjoys staying active. He likes to work out, play sports, hike, and spend time with family and friends.

Megan’s career with Sun Life started in 1999 initially with Mutual Life and Clarica. In addition to her primary role as the Licensed Assistant for Life Insurance, she’s also Mutual Fund licensed. Megan enjoys and values the many relationships formed with Clients and their families over the years. When not working, she’s spending time with family at hockey games or school sporting events with her kids.

Kas Duong joined the New Wynn Financial Solutions team in 2022. She has great knowledge in service skills, managing schedules, coordinating deliveries, accounts payable, accounts receivable, multitasking, prioritizing tasks along with computer skills. Kas is an active para-cyclist. She often seeks out charity rides to participate in. Her love in life is her dog and travelling. She also enjoys music and is looking to learn musical instruments along with learning languages. 

Since 2014, Elizabeth has been an Advisor Assistant for Jimmy. Before joining Jimmy, Elizabeth worked in the Mortgage and Financial industry as a Mortgage Agent and Financial Advisor. She also used to buy and flip real estate. Her years of varied experience help Elizabeth offer Clients great service. She’s passionate about helping Clients and their families and has the knowledge they need to protect what matters to them. In her downtime, Elizabeth likes spending time with her family and friends. She stays active with swimming, biking and walking. She enjoys cheering for her family at basketball games. They also love family trips to Disney and Universal.