The Nakamun Corporate Group, through its two divisions, Corporate Insurance Agency Inc. & The BeneCorp Plan, provides comprehensive & integrated solutions, in the areas of risk management & succession planning for business’s and their owners including individual financial, insurance, retirement & estate planning. Everyone’s financial situation, goals and objectives are unique to them. Helping you make informed & effective insurance and investment decisions that are tailored for you is our priority.
R.A.’BOB’ CHALLIS, CFP, RHU, TEP
With over 20 years of experience in the financial services industry Bob Challis, holds the designations of a Certified Financial Planner, Registered Health Underwriter and Tax & Estate Practitioner.
Bob is the past Chair the Planned Giving Committee of the Canadian Cancer Society, Manitoba Division and a Founding Chair of the Society of Trust & Estate Practitioners - (STEP), Manitoba Chapter. He is a member of various industry organizations including ADVOCIS and the Financial Planners Standards Council. Bob’s strength is his ability to take complex financial situations; assess, distill and simplify the issues in order to provide you with independent, unbiased and objective solutions.
Outside of work, Bob enjoys woodworking, gardening & spending time outdoors at the lake with his wife Leslie & their two sons.
LESLIE CHALLIS – Business Manager
Working together with Bob since 1991, Leslie handles the day to day running of the office.
From human resources, accounts payable & receivables, to computer technician, Leslie’s contributions allow Bob to focus his time on working with our clients.