Whether you live too long, die too soon, or get sick along the way…we have a plan!
Belks Corporate Strategies Inc. was established by Mark Kobelka, CFP®. The vision was to put together a team of advisors and provide proper service to not only Winnipeg and Brandon but all the other surrounding Rural areas as well, such as Portage La Prairie, The Pas, Mb and everywhere in between. Travis Foster, CFP®and CJ Grambo appreciate the vision and joined the team as associate advisors. We have other advisors that we work with as well when needed and we are always looking for new people that are suitable in joining our team. Clients move and want to stay with us so we also have clients in many different provinces that we need to take care of. Our team consists of educated Financial Security Advisors available in multiple office locations to ensure our clients receive the service they deserve in a timely manner. The CERTIFIED FINANCIAL PLANNER® is the most desired designation in the financial industry, both Mark Kobelka and Travis Foster have this designation.
Our head office for Belks Corporate Strategies Inc. is in Brandon, MB. We have an office in Portage La Prairie as well as in The Pas. Our main regional Freedom 55 Financial office is in Winnipeg and house the many specialists we have available to us. Whether we are dealing with insurance, investments or group planning we have that specific specialist available to work with us. With technology these days we can just about connect from anywhere. This is handy especially with our clients outside MB, however we still prefer to meet in person whenever possible.
At Belks Corporate Strategies Inc. we feel all clients deserve to have a solid financial plan design that is unique to their goals and dreams. There are many reasons for a plan to get sidetracked or take a different direction. We want to help our clients design this plan to succeed with a common goal that no matter what happens along the way your family will be OK.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Meet our team
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us through Freedom 55 Financial, we can help you make sense of your options.
Are you ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.
GLC Asset Management Group's Market Matters monthly investment commentary - Opens in a new window will help to keep you informed when making financial decisions.