Garry has been a financial security advisor since 1988 with a vast knowledge in individual and corporate planning. Garry provides investment, tax and insurance solutions to his clients across Canada. He’s the founding partner of ITI Financial Inc.
Raised and educated in Saskatchewan, Garry moved to Manitoba in 1978. Married with five children gives him plenty of opportunity for family life that he thoroughly enjoys.
An entrepreneurial background has been a great foundation for his financial business. Focusing on his client’s discipline, Garry has been able to structure tax efficiency and predictable returns for them.
He was awarded the FEA designation as a candidate who understands clear and consistent understanding of both content and application of a Family Enterprise Advisor. The program is a rigorous and challenging process for those that illustrate outstanding competence and practice in the field.
As a CPCA (Certified Professional Consultant on Aging), Garry has a vast understanding of the issues facing seniors. He understands the aging process and how it influences the health, social and financial considerations of aging Canadians and their families.
Garry is a member in good standing of The Financial Advisors Association of Canada (Advocis) and The Conference for Advanced Underwriters (CALU).
Jonathan Dixon, BA
Partner, Financial Advisor
Having been born and raised in Winnipeg, Manitoba into an entrepreneurial family has given Jon his interest in business and finances. A graduate of the University of Manitoba, he has also completed his LLQP and most recently his EMD, giving him a firm foundation for insurance, tax and investment planning. Jon is currently studying for his CLU (Chartered Financial Analyst).
With a high regard for continuing education and the regulations affecting financial advisors Jon served on the Winnipeg Advocis (The Financial Advisors Association of Canada) board as the Advocacy Chair. It is his goal to serve the people of Manitoba, staying informed of changes in our realm and raise the bar professionally for our industry.
Jon is happily married to his loving wife Kimberly. They have three beautiful children, Julia, Noah and Thomas who certainly keeps them busy. Traveling has been a passion for them but they always look forward coming back home to Manitoba. Closing in on a decade of financial planning, Jon continues to look forward to solving unique problems and serving clients.
Jeremy Cooper, BA (Hons), CLU
Partner, Financial Advisor
Jeremy is a financial advisor with responsibility for client planning, which covers the full range of investment, tax, & insurance solutions. He has a special affinity for seeing Canadian families and their businesses prosper for more than one generation. He joined ITI Financial Inc in 2007 after a storied pursuit of business and entrepreneurship following university. He officially became a Partner in 2018. He is currently located in Southern Alberta where he enjoys experiencing and celebrating the growth of his family, a lovely wife and five children.
He received his Bachelor of Arts Honours from the University of Regina, Campion College, and is a Chartered Life Underwriter (CLU), Canada’s premier wealth transfer and estate planning designation. He is also licenced as an Exempt Market Dealing Representative with Accilent Capital Management.
Jeremy is a member of the Conference for Advanced Life Underwriting (CALU), the Canadian Institute of Certified Executor Advisors (CICEA), and The Financial Advisors Association of Canada (Advocis). He is the former President of the Advocis Medicine Hat chapter and currently sits on the CALU Issue Group on Life Insurance, which focuses on income tax concerns dealing with both the taxation of life insurance as well as the tax aspects related to the use of life insurance in the marketplace.
Wendall Kerr, CPCA
Wendall established his insurance and financial services practice in Medicine Hat, Alberta in 1987, and has a vast knowledge of individual, farm and small business planning. Wendall’s focus is providing investment, tax and insurance solutions to his clients across the Prairies.
After twenty-nine years of independent advising – Wendall began collaborating with the ITI Financial team in 2016 – making the full transition to team member in 2020.
Born in Manitoba and being raised on the family farm gave Wendall his disciplined work ethic. He moved to Saskatchewan in 1979 and spent eight years working the Grain Business. Wendall and his wife then moved their family to Medicine Hat, where they raised their two children. His management experience was a great foundation for developing his financial services business.
Wendall holds his CPCA (Certified Professional Consultant on Aging) and has a vast understanding of the issues facing seniors. He understands the aging process and how it influences the health, social and financial concerns of aging Canadians and their families.
Staying current on the impact of tax changes and industry trends is of great importance and Wendall accomplishes that through his membership of a number of associations; Wendall is a member in good standing of The Conference for Advanced Underwriters (CALU), The Financial Advisors Association of Canada (Advocis), the Age-Friendly Business Academy, and the Canadian Association of Farm Advisors.
Rhona Stanislaus, CPA, CGA, MBA
Financial Security Advisor
Rhona joined ITI in October 2018 and brings with her diverse leadership experience in the public and private sectors. Rhona has 20 years of progressive financial leadership experience within the financial services and accounting industries, with a large multi-national mining company, and government. In addition, she holds a Master of Business Administration from Laurentian University, a Chartered Professional Accounting Designation (CGA) and an Ungergraduate Degree in Accounting from the University of Calgary.
She has earned her life insurance, accident and sickness (LLQP) license, part of the Canadian licensing regime for life insurance agents and is a member of Advocis. Rhona values continuing education and is currently studying for her Certified Financial Planner (CFP) Designation.
After spending 22 years as a resident of the north, Rhona is now based out of Kelowna, BC. She enjoys travel and spending time and creating memories with her son, family and friends.
Financial Security Advisor
Leighton recently joined ITI Financial bringing first-hand entrepreneurial and business experience to the team. Having grown up in the family business, Leighton understands the unique challenges of small business owners.
Leighton went on to pursue a career in finance, working as a loans officer at the Credit Union. Over 10 years in business and finance gives Leighton an understanding of the unique challenges his clients face.
Committed to ongoing education, Leighton graduated from Red River College with a diploma in business administration with a major in accounting. He recently earned his life insurance, accident and sickness (LLQP) license, and is a member of Advocis.
Leighton is a newlywed, marrying his beautiful wife, Cassidy in 2017. They love the Manitoba summers, enjoying them at the lake whenever they can. If not at the lake, then at home with friends and family.
Aaron Sabasch, BA
Financial Security Advisor
Aaron recently joined ITI as a Financial Security Advisor. Prior to joining the firm Aaron worked as a Financial Advisor for 4 years; a portion of which was spent at a large national insurance company. Before moving into finance, Aaron ran multiple businesses.
Born and raised in Calgary, Alberta, Aaron moved to Winnipeg to attend the University of Manitoba, where he graduated with a Bachelor of Arts.
In the summer of 2019, Aaron married his partner of many years, Brooke on a beautiful Winnipeg summer day. Aaron and Brooke are both busy running their
respective businesses and share a passion for entrepreneurship and local business.
Aaron has been Life and Accident & Sickness licensed since 2016 and is a member of Advocis. He is currently studying for his CLU.
Business Manager, Partner
Adrienne is a seasoned administrator with diverse administrative experience that she has applied to her career in the financial industry over the past 10 years. As Business Manager, Partner, Adrienne provides dedicated service to clients and advisors.
Adrienne is Life, Accident and Sickness Insurance (LLQP) licensed and is a member of Advocis.
Outside the office, together with her husband, Adrienne enjoys a variety of outdoor activities, including puttering in her flower garden. She is also active in the local arts community.
Director of Operations, Partner
Ruth brings a comprehensive business background to the team, including 7 years of Credit Union experience, bookkeeping and administration skills. She has a value for excellence and attention to detail.
Ruth is Life, Accident and Sickness Insurance licensed and has her CPCA certification. She has a desire to see people come to a greater confidence and peace about their own personal financial plan.
Besides enjoying her position at ITI Financial & she enjoys some hobbies like scrapbooking, golfing and dancing. One very fulfilling personal accomplishment is having written a family heritage book honoring her parents.
With a great value for family life, she and her husband enjoy getting together with their four grown children, their spouses and grandkids. Never a dull moment.