Financial Planners

Take control of your future with a sound financial plan

At times, personal circumstances require a more thorough analysis beyond the services, products and advice available within our branches. For those members seeking advice for more advanced strategic, succession or transition planning and investments, Sunrise has aligned with a team of industry professionals, each of which brings a unique set of skills to the table.

Partnering with our wealth management team has been a huge success, providing Sunrise members access to financial planning and wealth management services.

Together, we build on a foundation of trust with the goal of serving our members for generations to come.

Contact any of our Financial Planning experts at:

  • Sunrise Wealth Management: 204-726-3650
  • Brugger Wealth Management: 204-571-5300
  • Gray Asset Management: 204-571-3700

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