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Manitoba

Meet our friendly advisors local to the Manitoba area. Select an advisor to find out where they're registered and how you may get in contact with them.


David Kozak

Registered in: MB

David Kozak

Registered in: MB


Private Market Specialist
Winnipeg

David started working in the financial industry in 2003 while attending the University of Winnipeg and has always been fascinated by the different strategies and ways to increase one's net worth. He loves sharing his knowledge with his clients and is always striving to offer the best possible solutions. As a result, David found that the exempt market offered a unique area of investing that satisfied his client's needs. His areas of specialty include alternative investments and insurance solutions.



David has achieved a level of trust with his clients by being straight forward, providing education in plain language and always putting the client first. David's favourite part of his job is developing relationships with clients and sharing some laughs along the way.



David and his wife Silvie have been married since 2008 and God blessed them with a beautiful boy, Blais in 2014. David enjoys grabbing an early morning coffee and watching his son play hockey at the rink, playing blind golf and keeping up with technology. One challenge that he has coped well with is his night blindness that doesn't allow him to see in dim light and reduces his visual field. So if you see him bumping into things just point him in the right direction, or give him a flash light. (20200807)

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Jennifer Poulain

Registered in: MB

Jennifer Poulain

Registered in: MB


Dealing Representative
Winnipeg

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John Poulain

Registered in: MB, AB, SK, ON

John Poulain

Registered in: MB, AB, SK, ON


Private Market Specialist
Winnipeg

The son of a military family, John was born in North Bay, Ontario. By the time he was two they had moved to Winnipeg where he was raised and educated.



In 2006, John started his financial career. He obtained his Mutual Fund registration and Life Insurance License, all while maintaining a management career with Costco Wholesale where he completed 21 years of service. In 2009, John began to seek out non-conventional investment opportunities like private investments and real estate. He started educating himself on investing in real estate and wanted to help others invest in similar opportunities. His journey led him to the exempt markets where he finally found his calling. John is a Private Market Specialist and registered as a dealing representative with Pinnacle Wealth Brokers Inc., his sponsoring firm.



John prides himself in being a very caring and understanding, individual who strives to help others and educate them on all that he and his colleagues know about growing wealth. He is well known and a long time Winnipeg resident who can often be found helping others grow their business.

When he is not devoting his time to others, John loves fishing in the Whiteshell or enjoying a round of golf. John also loves to cook and especially Barbeque in the summer months while entertaining friends. (20200807)

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Trevor Tuttosi

Registered in: MB, SK

Trevor Tuttosi

REGISTERED IN: MB, SK


Dealing Representative
Brandon

Trevor has been working in financial services since 2008 and has taken a particular interest in helping farmers and nurses grow their wealth. Trevor finds that "the whole is greater than the sum of the parts" when it comes to client’s portfolios. Not only does Trevor work with private investments, he is also an Insurance agent with Prairie Schooner Wealth Connections. 

Client’s appreciate Trevor's low-pressure approach and laid-back personality.  He takes the time clients need to understand the strategies proposed so they can comfortably make informed decisions. Trevor's clients enjoy working with him because of his down-home approach. He meets people where they feel most comfortable, whether that is in their homes, restaurants, tractor cabs, or combines.  

Trevor and his wife Christie are almost empty nesters as only one of their four children still lives at home. Trevor enjoys various outdoor activities such as kayaking, fishing, hiking, hunting and cycling. Trevor is a passionate supporter of Canadian Blood Services. He believes everyone should donate blood regularly, as he himself does. Trevor has found it extremely rewarding when clients and others share their stories about how donated blood saved their life or the life of a loved one. (20200720)

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