reach your goals sooner with a

holistic financial plan

 
 
 
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our process allows our clients to clearly see their plan, path and progress of their finances.

 
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“Lisa-Marie, and her team have allowed me to position myself, and my company for continued growth and long-term success.  They were able to provide me with financial flexibility, coupled with long term security, so that I could achieve both my personal wealth and business goals.  Their comprehensive Financial Plan has allowed me to manage my business through a period of unprecedented growth and success, but not at the expense of my personal lifestyle.”

Steve M., business owner


 
 
 


not sure if you are on track to achieve your financial goals?

Let us have a look!

 
 
 

what sets winning & associates apart?

 

more than 20 years of experience in wealth management, a passion for process, and consistent, clear communication.

Meet Lisa-Marie Winning, Executive Consultant.

Lisa-Marie and the Winning & Associates Team are energized by clients who are loving life, and are prepared to make strategic choices and decisions to find a balance between their desired lifestyle today and the goals and aspirations they have for their future.

 
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As your advisor, we’ll be experiencing the many stages of life with you as we work collectively towards the goals you want to achieve.

 
 
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community involvement

We take a genuine interest in people.  From the many events we sponsor, to the Scholarship we’ve begun to the many deserving charities we support, Winning & Associates is committed to being a strong member of the community.

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financial education

We specialize in education for Business Owners, Incorporated Professionals, and Families. Our educational events help you with understanding the Markets, Retirement, Estate, and Charitable Giving planning.

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a team within reach

We strive to be the very best financial planning team; focusing on core values and tailored solutions for our clients.  Most importantly, we know that we are experiencing life together. Learn more about how we take that privilege very seriously.