SOLE Financial | www.solefinancial.ca | Winnipeg, Manitoba, Canada
Sole Financial SOLE Financial - 137A Sherbrook Street - (204) 283-6268
We are a full service independent financial planning firm dedicated to providing leading financial information combined with a wide range of competitive financial products, serving individual, professional and business clients.

We do not work for any one financial or insurance company and survey the Canadian marketplace to offer our clients the best products and pricing from reputable companies that will meet their needs.



Eric V.T. Stewart, BA (hons), MA
Investment Fund Representative

Direct: 204.283.6268
Email: eric@solefinancial.ca

University of Manitoba
2000 – Bachelor of Arts (Honors) in Economics
2001 – Masters Arts in Economics

Industry Designations:
2002 - Licensed Life Agent
2002 - Licensed Mutual Fund Representative


Completed the following industry related courses:
Canadian Securities Course
Branch Managers Course
Canadian Group Insurance Benefits Course

Lisa Ostermann, BA (Econ.), CFP
Certified Financial Planner & Branch Manager

Direct: 204.283.9252
Email: lisa@solefinancial.ca

University of Manitoba
2001 – Bachelor of Arts in Economics

Industry Designations:
2001 - Licensed Life Agent
2001 - Licensed Mutual Fund Representative
2005 - Certified Financial Planner


Completed the following industry related courses:
Canadian Securities Course
Professional Financial Planning Course
Certified Financial Planner Course
Wealth Manager Course
Branch Managers Course
Canadian Group Insurance Benefits Course



Other Associates

Retirement & Investment Services Manager
Life Manager
Living Benefits Manager
Mortgage Planning Specialist
Tax and Estate Planning Partners
Lawyers
Accountants
Marketing, Administrative and Client Contact Centre Support teams

View our list of Planning Services

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