PLANNING FOR WHAT MATTERS MOST
Your savings are more than a number, they are the integral piece that enables you to enhance your life journey.
Our clients look to us for informed insights that will help them clarify goals and provide solutions for a sustained path to savings growth. Our job is to be a true resource so when they invite us on that journey, we give them value they want along the way.
EATON FINANCIALSERVICES
WHO
WE
SERVE
Our clients have one thing in common…they want to feel confident answering the questions, “Are my family and I going to be OK? How can we protect what we’ve built?” They have worked hard in their careers and businesses, and their achievements reflect a degree of assets that require stewardship and expertise that will not only take care of this generation, but future generations or philanthropic goals.
Our clients have come to rely on us to explore opportunities and minimize risk so as to quantify their wealth, what it means to them, future generations, charities, and the things about which they care deeply. We help them create holistic financial plans that fit their needs now and well into the future.
ABOUT US
Eaton Financial Services helps business owners and professionals get from where they are today to where they want to be in the future. Our sincere enthusiasm for working with our clients to gain clarity around their needs and helping them discover and define a plan around their finances gives us immense fulfilment.
Being a true resource for our clients not only means creating solid relationships, it also means leveraging relationships we have nurtured that allow us to create unique insights. By putting clients at the centre of what we do, our goal is to help you see new futures and perspective ways to save you money, build your savings, and provide solutions tailored to your goals. We take on some of the important challenges and work hard to clear a path from where you are today to where you want to be...your desired life journey.
OUR TEAM
It is not difficult to work hard for our clients when they are such impressive and inspiring people. This is
what drives me to make a difference. My focus is to be a constant and reliable resource to them as they
navigate through their journey. The insights and experience I have gained working in the financial
services industry since 1999 honed the tools that generate financial planning that is measurable,
achievable and laid out in a way that aligns with my client’s personal values and goals. I know we’ve
succeeded when our clients tell us we have truly made a difference and helped them improve the
quality of their lives.
I was born and raised right here in Manitoba. Outside the office, you will find me dedicated to my family
– Barb and Brady. Our greatest joy is being involved in our son’s activities and getting away from the
city to enjoy time together at our family cottage.
BLAIR J. EATON, B. Comm., CFP
President | Certified Financial Planner
Tel: 204-272-0840
It’s incredibly important to me to use an organized approach and process to help our clients reach their
financial success. This is what leads to long-lasting relationships and helps our clients reach their
financial success. My day-to-day tasks since I began working with Eaton Financial Services in 2009
include working closely with Blair with preparing for meetings, follow up and processing that help
properly plan and protect our clients, and to be available whenever clients need us.
I earned my Bachelors of Science degree with a major in Mathematics from the University of Manitoba.
When I’m not in the office, I enjoy spending time with my husband, two children and extended family at the cottage.
LESLIE KOSTYCZ, B.Sc.
Associate Advisor
Tel: 204-272-0840
CONTACT
EATON FINANCIAL SERVICES
OUR ADDRESS
897 Corydon Ave #203, Winnipeg, MB R3M 0W7
Email: [email protected]
Tel: 204-272-0840 / 1-877-278-0840
Fax: 204-272-0841
For any general inquiries, please fill in the following contact form:
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. used with permission.
Insurance products, including segregated fund policies are offered through Eaton Financial Services Ltd. and Investment Representatives Blair Eaton and Leslie Kostycz offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
