Your partner in personalized, full-service wealth management

With 20 years of experience in the financial services industry, Dave Ewasiuk brings extensive expertise in wealth planning, retirement, tax and estate planning, life insurance, and security planning for both individuals and businesses. Dave’s practice also includes group benefits and savings program consulting for small and mid-sized businesses, offering a comprehensive approach to financial well-being.

Dave holds a Business Diploma in Marketing from the Northern Alberta Institute of Technology (2002) and has earned multiple designations, including Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI), and Chartered Investment Manager (CIM). His commitment to professional development reflects his passion for delivering innovative, client-focused solutions.

Dave's philosophy is built on trust, clear communication, and consistent effort, ensuring that every client relationship is rooted in shared success and long-term financial security. Outside of work, Dave enjoys spending time with his family, golfing, surfing, and traveling to the lake cabin and mountains.

With over 40 years of experience in the financial services industry, Joan has built a career specializing in wealth management and administration. Since joining Fincor in 2011, she has combined her expertise in financial planning, banking, bookkeeping, insurance, and administration to deliver exceptional support and guidance to her clients.

Joan earned her Certified Financial Planner (CFP) designation from Grant MacEwan University in 2000, reflecting her dedication to professional development and excellence in the field. Although now retired from her CFP designation, her extensive experience and knowledge continue to inform her work and provide value to those she serves.

Beyond her professional accomplishments, Joan finds joy in a variety of hobbies and activities. She is an avid ballroom and country/western dancer, enjoys practising yoga, and has a passion for travel, music, and reading. She also loves crafting and cherishes spending quality time with her family, including her six grandchildren.

Joan’s decades of experience, combined with her personal dedication to building strong relationships, have earned her a reputation for professionalism and trustworthiness. Whether managing complex financial strategies or simply lending a listening ear, Joan remains committed to helping others achieve their goals with confidence and peace of mind.