Beyond Wealth Management Solutions & Services in Canada

Lock in the life you dreamed of with effective solutions tailored to your needs.
Frustrations over taxes, market downturns, and inflation eating up your hard-earned money end here. Beyond Wealth provides investment strategy, wealth advisory, financing and lifestyle services that will help you achieve your financial objectives.
Wealth optimization for today. Security for tomorrow.
Different phases of life come with different demands, and being financially prepared to face these allow you to put your focus on more important areas of your life.

We help you maximize your wealth in every stage of your life through our proprietary Wealth Optimization Process.

Get financial advice from our experts on:
  • Asset Management
  • Tax Planning
  • Strategic Asset Allocation
  • High Net Worth Specialization
  • Income Planning and Projections
  • Risk Analysis
  • Estate Planning
  • Education Funding
  • Retirement Planning
  • Disability Security
  • Financial Security Solutions
We recognize that your income is sensitive to tax. That’s why we focus on providing tax-efficient solutions to ensure we maximize your savings and effectively attain your goals.
As you begin to imagine retirement the excitement and anticipation quickly build, but so does an overwhelming feeling from the dizzying array of financial options.
  • Should I take Canada Pension (CPP) early or delay?
  • Is a payout annuity or retirement income fund (RIF) better for me?
  • What type of investments should I have?
  • How can I best utilize corporate assets to help fund my retirement?
  • How can I avoid Old Age Security (OAS) claw back?
  • How can I effectively split income with my spouse?
  • How much life insurance should I have?
  • How do I reduce my taxes?
Find clarity and confidence in a retirement plan that guarantees sustenance in your golden years. We manage over $300 million in personal financial assets for business owners and professionals. Our independence and exposure to a wide range of investment vehicles allow us to create a plan that meets your long-term goals.

Enjoy a comfortable life throughout retirement. Book a consultation today.

Your company’s vision and goals lead the process of identifying the solution that will best serve your people.
Our employee benefits solutions include:
  • Healthcare and dental care benefits
  • Wellness and disability programs
  • Life and accidental death and dismemberment benefits
  • International benefit plans
  • Online services
  • Benefit solutions for small businesses
  • Pension plans
Our team can also provide analysis, investment solutions, fee structure, and employee education that your business requires to administer a successful employee pension plan.

Navigate the complicated arena of employee benefits with ease. Find out how our advisors can help you.

If you are like most business owners, 75 – 80% of your personal net worth is tied up in the value of your business, simply because over the years, your best investment return was your business.

Don’t take the reactive route to business transition.

In many instances, business owners are not prepared for the inevitable transition of management and ownership that is quickly approaching. Often, it’s only dealt with in emergency situations such as the death or illness of an owner or partner or when a new partnership is needed following a cash-flow crisis.
Time is required to monetize the value of your business into personal assets to ensure the funding for the next stage of your life, whether it is transferred or sold to family or a third party.

A business transition plan allows you to design the future transfer of management, ownership and control of your business to a chosen successor(s) – be it family, business partner or an outside third party.

However, to achieve your financial goals, transition planning must go beyond maximizing the value of your business and facilitating its sale or transfer. It should include your future plans, your family’s financial needs, philanthropic goals, and the reduction of taxes. Asset and estate protection should also be included to safeguard your loved ones’ future in the event of your death or disability.
The end result will be a wealth management plan that will secure the future of your business and your family.
The best time to plan for business transition was yesterday. The next best time is now.

Talk with our experts today.

Deanna Wirll

Managing Consultant

As Managing Consultant at Beyond Wealth Management, Deanna focuses on retaining and supporting the firm’s group benefits clients while driving growth through new opportunities and strong, lasting relationships.

With a career spanning both group and individual insurance, Deanna brings a well-rounded perspective to employee benefits — a field she has always been passionate about. She began her career in group insurance before expanding into individual insurance, where she supported advisors across the Prairies through the MGA channel. Sales, relationship building, and helping people achieve their goals have been at the core of her work from the start.

A lifelong resident of Regina, Deanna takes pride in serving her community and building connections that last. 

Cailyn Heisler

Administrative Coordinator

Cailyn supports operational efficiency and client service delivery in a fast-paced financial environment, contributing to the smooth operation of internal systems and processes. With a background in Fashion Marketing, they bring a unique blend of creativity, organization, and attention to detail to the role.

 

Their diverse experience has equipped them with strong communication and organizational skills, which they leverage daily to streamline administrative processes and support the team. Dedicated to continuous growth, Cailyn is focused on expanding their industry knowledge and contributing to the firm’s ongoing success.

Nazar Kostyukov

Associate Advisor

Nazar, a recent graduate from the University of Regina with a Bachelor’s in Business and a Certificate in Economics, joins Beyond Wealth with a passion for finance ignited by a lifelong interest in investing. With previous experience in accounting and tax, Nazar possesses an eagerness to contribute and learn at every opportunity.


During his university years, Nazar demonstrated proactive leadership through active involvement in various clubs and competitions. Notably excelling in JDC West, Canada’s premier undergraduate case competition, placing first in debate and finance and second in entrepreneurship over three consecutive years. With his dedication and diverse skills, Nazar is primed to play a significant role in Beyond Wealth’s expanding future.

Christine Ventura

Client Relationship Coordinator

Investments

Christine, a University of Manila graduate with a Bachelor of Science in Hotel and Restaurant Management, specializes in enhancing client satisfaction for investment advisors through communication and meticulous task coordination. With over 11 years of administrative experience, she is dedicated to fostering strong client relationships and ensuring operational excellence within the investment team.

Christine Ventura - Administrative Coordinator at Beyond Wealth Management

Sierra Ackerman

Associate Advisor

Sierra Ackerman brings over seven years of experience with Beyond Wealth Management, during which she has been mentored by the firm’s senior advisors, gaining invaluable insights and expertise. Complemented by five years specializing in investment services, she plays a key role in supporting advisors with the development of customized financial plans and the management of investment transactions. Sierra is committed to collaborating closely with advisors to deliver personalized, client-focused strategies that empower clients to achieve their financial goals with confidence.

She holds certification in the Canadian Investment Funds Course (CIFC) and is currently undertaking the Life License Qualification Program (LLQP). Sierra graduated from the University of Regina’s Paul J. Hill School of Business in 2021 with a Bachelor of Business Administration, majoring in Human Resource Management.

Known for her attention to detail and unwavering commitment to building and maintaining enduring client relationships, Sierra believes in the power of collaboration—both within her team and with clients—to achieve the best possible outcomes. She is passionate about continuous professional development, ensuring that her knowledge and expertise remain current in an ever-evolving financial landscape.

Sierra’s client-centric philosophy emphasizes transparency, trust, and tailored guidance, reflecting her dedication to supporting advisors and clients alike in navigating financial decisions with confidence and clarity. 

Sierra Ackerman - Client Relationship Manager Investments at Beyond Wealth Management

Rob Babchuk

CHS
Financial Advisor

With over 20 years of experience in insurance and risk management, Rob partners with business owners to protect and preserve what they’ve built through customized life, disability, and critical illness solutions. Leveraging his Certified Health Specialist (CHS) designation, Rob goes beyond conventional coverage—identifying both financial and lifestyle risks associated with key life events.

He brings a collaborative, solutions-oriented approach, working closely with accountants and other trusted advisors to navigate complex tax implications at death and minimize the erosion of business value. By addressing liquidity, market, and tax risks head-on, Rob helps clients safeguard their businesses and financial legacies for the long term. 

Rob Babchuk - Financial Advisor at Beyond Wealth Management

Leander Dueck

B.SC, CPCA

Principal – Financial Advisor

With 20 years of success in the financial services industry behind him, Leander founded Beyond Wealth in 2010 with the goal of helping clients maximise the assets they’ve worked so hard to realize. He offers clients a wealth of experience and business acumen that have seen him deliver results at all stages of his career.

 

After graduating and being invited to join London Life as a financial advisor, Leander was ranked among the world’s top 1000 advisors in just his first year. From there, he took on increasingly progressive roles and was eventually named Senior Vice President at Great-West Life.

 

Despite the achievements in his corporate career, Leander’s primary interest has always resided in helping business owners and their families. It was this that led him to turn down numerous high-profile offers and create Beyond Wealth. Leander’s mix of entrepreneurial sensibility and financial experience has helped position Beyond Wealth as a leader in the industry, offering unprecedented expertise to business owners, professionals and transitioning businesses.

Leander Dueck - Principal – Financial Advisor at Beyond Wealth Management

Mel Stilborn ACS

Customer Relationship Manager,

Employee Benefits

Mel is our Customer Relationship Manager, Employee Benefits. Mel’s 14 years of experience at Great-West Life saw her take on just about every role imaginable in the employee benefits world, giving her an understanding of her field that is both broad in scope and deep in knowledge.

 

Hardworking and optimistic, her expertise is complemented by her affinity for working with clients and desire to help find solutions to challenges. She is a great asset to the team.

Mel Stilborn ACS - Customer Relationship Manager at Beyond Wealth Management

Dianne Lazeski

Retired

Dianne is an integral bridge between our clients and team in her role of Customer Relationship Manager for Living Benefits and Life Insurance. Enthusiastic and highly-focused on meeting each client’s needs, she attributes her eagerness in assisting clients to her upbringing in the close-knit rural community of Foam Lake where neighbours help neighbours.

 

Among other things, Dianne has worked at a credit union and large bank. We’re thrilled to have her on the Beyond Wealth team.

Dianne Lazeski - Client Relationship Manager at Beyond Wealth Management

Lorne Bultitude

B ADMIN.

Retired

Lorne is a CFP and CLU designated Chartered Financial Consultant with diverse experience in the financial services world extending back to the 1980’s. Prior to joining Beyond Wealth, Lorne was recognized as one of the leading insurance and investment specialists in the country.

 

Lorne has also been a Branch Manager at both Royal Trust and Imperial Financial Services, in addition to holding other management roles. At Beyond Wealth, Lorne’s primary focus is working with high net worth clients to implement asset accumulation, wealth preservation, estate planning and tax minimisation strategies. A people person with an avid interest in the technical side of investment, Lorne is a rarity.

Lorne Bultitude - Financial Consultant at Beyond Wealth Management

Connie Bushell

CHS

Managing Director

Connie began her career in a bank before joining our Financial Advisor, John, and his support team at Great-West Life 25 years ago. As Beyond Wealth’s Managing Director, Connie leads the team and plays a critical role in ensuring the business operates with a exceptional level of professionalism and client service.

 

Connie has her Certified Health Specialist (CHS) designation, has completed all 12 courses of the CFP program by Advocis, is licensed in Life Insurance, Accidental Death & Dismemberment Insurance, Segregate Funds and has her LOMA designation. She’s currently working on her Certified Life Underwriter (CLU). Clearly a person who is committed to her own personal growth, she is equally committed to each of our clients.

Connie Bushell - Managing Director at Beyond Wealth Management

Abe Toews

CLU, CFP, CH.F.C., CHS, ICD.D

Chartered Financial Consultant

Abe began his career in financial services over 40 years ago as a financial advisor. He was soon working for Great-West Life as Agency Manager at one of their busiest financial centres and went on to become the Regional Director of Great-West’s South Saskatchewan Resource Centre. In 1999, he followed his entrepreneurial inclinations and started his own firm, StoneCreek.

 

At Beyond Wealth, Abe is heavily involved in our Business Transition practice, helping business owners plan for the succession of their business and their exit from it. The hard work he dedicates to his business ventures is also apparent in his extensive community involvement. Whether serving on the board, acting as president, or lending his expertise, Abe has left an indelible mark upon many community organisations and the financial services industry in Saskatchewan and Manitoba.

Abe Toews - Chartered Financial Consultant at Beyond Wealth Management

Lance Dueck

BA

Financial Advisor

Lance has had an interest in wealth management for many years, particularly in the areas of investment behavior, equity markets, and small business. Prior to joining Beyond Wealth full time, Lance earned his Economics degree from the University of Calgary, with an additional focus in Business Management. 

  

Today, Lance has a passion for managing and expanding Beyond Wealth’s practice, servicing clients across western Canada, while also heavily contributing to our high-net-worth strategy development and analysis. 

Lance Dueck - Financial Advisor at Beyond Wealth Management

Deanna Wirll

Managing Consultant

As Managing Consultant at Beyond Wealth Management, Deanna focuses on retaining and supporting the firm’s group benefits clients while driving growth through new opportunities and strong, lasting relationships.

With a career spanning both group and individual insurance, Deanna brings a well-rounded perspective to employee benefits — a field she has always been passionate about. She began her career in group insurance before expanding into individual insurance, where she supported advisors across the Prairies through the MGA channel. Sales, relationship building, and helping people achieve their goals have been at the core of her work from the start.

A lifelong resident of Regina, Deanna takes pride in serving her community and building connections that last. 

Cole Silverberg

Associate Advisor

Cole Silverberg is an individual financial services specialist with a Bachelor of Commerce degree in Finance and Management from MacEwan University. Since joining the team in 2025, Cole has been eager to grow as an advisor by helping clients navigate financial and insurance decisions with confidence and clarity. He takes a thoughtful, client‑first approach, focusing on understanding individual needs and delivering practical, well‑informed solutions. Known for his attention to detail and strong work ethic, Cole is committed to building long‑term, trust‑based relationships while continuing to develop his knowledge and expertise within the advisory space.