Journey Wealth has opened its doors on Saskatchewan Avenue in Portage, and today is their Grand Opening.
Kris Lee is Vice President of Journey Wealth. He says that the public is invited to stop in for refreshments and meet their Financial Advisors.
Lee explains that Journey Wealth is for everyone.
“I think a common misconception about wealth management is that you need a lot of money. This is not the case – we can get started with whatever amount you have. We are here to help you grow your money so that you can accomplish not only your retirement goals, but also your annual financial goals. Journey Wealth is truly for everyone and we have solutions for every stage.”
Journey Wealth may be a name people are familiar with in Portage. Lee points out that Journey Wealth has always been here, but up until recently it was the wealth department at Stride Credit Union.
“Two years ago, we formed Journey Wealth by separating out the wealth department of Stride Credit Union. Journey Wealth was a 100% owned subsidiary of Stride and is now a stand-alone company. After years of serving the members of Stride Credit Union, we wanted to make our services more available to all the people of Portage la Prairie and the Central Plains area. You do not have to be a Stride Credit Union member to take advantage of the services that Journey Wealth offers. We welcome anyone and everyone.”
Lee says now that Journey Wealth is its own entity, the time is right to expand awareness of their offerings to everyone in the Central Plains region and beyond.
“Our team has a lot of deep financial knowledge and many years of experience,” reveals Lee. “Paul Davidson PFP, Craig Harrison, Sarah Loeppky CFP, Diane Routledge, and Erin Chisholm are all very experienced Financial Advisors, and each of them has a very specialized skill set. Courtney Martens leads our team of Associates with Alana Anderson and Amy Lytwyn helping her serve our clients. We are fortunate to have a collaborative group who all have our clients’ best interest in mind, and puts their financial needs first.”
Journey Wealth is a full-service firm, providing everything from stocks and bonds to mutual funds and insurance planning. They also specialize in estate and succession planning, and handle everything from planning for your children’s education to setting you up for retirement.
For every season of your life, Journey Wealth is there to help you navigate through it.
“Our business model allows us to serve everyone – from ‘new’ clients who are just starting out, to people with complex estate planning issues. Whether you are a farmer, business owner, or a new parent who wants to save for your child’s education, we are here to help.”
Lee adds that at Journey Wealth, it’s all about relationships.
“They’re so important. We encourage everyone to stop by and visit with one of our advisors and see what we can do for you. There are no consultation fees, so you can feel free to just come, relax, and get to know us better.”
Join Journey Wealth for refreshments at their grand opening today in their new location, 2259 Saskatchewan Avenue West, Unit C, beside the Co-op Food Store.