Nakamun Financial Solutions, through its two divisions, Corporate Insurance Agency Inc. & The BeneCorp Plan, provides comprehensive & integrated solutions, in the areas of risk management & succession planning for businesses 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 for 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.
Ryan A. Challis – Associate Advisor
Complementing the Nakamun Group’s Comprehensive Financial Planning approach, Ryan’s focus is on providing value added solutions to both our individual and business clients. He is a member of the Financial Advisor Association of Canada (ADVOCIS) and is currently completing his Certified Financial Planner (CFP) designation.
Prior to joining the Nakamun Financial Group, he ran a successful small business for five years. Born and raised in Winnipeg, he graduated from St. John’s Ravenscourt School and attended the University of Manitoba. Outside of work, he enjoys spending time with his friends and family, fishing at the lake, and playing hockey.
Michelle C. Delisle, B.Comm (Hons)
Planning Assistant
After graduating from the I.H. Asper School of Business, Michelle joined Nakamun Financial Solutions. She has a keen interest in the comprehensive financial planning process and working with clients at all stages of life to achieve financial independence. Michelle has successfully completed the Canadian Securities Course, and has obtained her Life and Accident & Sickness insurance licenses and is working towards obtaining her designation as a CFP (Certified Financial Planner). Outside of work, Michelle volunteers with the St. James Ringette Association and plays in the senior women’s league.
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.