About Our Team
CFP, CLU, Ch.F.C.
Brian McArthur is the principal of McArthur Financial Services and has over 38 years of experience in the financial planning business. He holds designations as a Chartered Financial Planner (CFP), a Chartered Life Underwriter (C.L.U.) and a Chartered Financial Consultant (ChF.C.).
Jay Doyle is a Wealth and Estate Consultant specializing in risk management strategies for professionals, entrepreneurs and business owners. His knowledge and experience enables him to provide comprehensive solutions and products to a wide variety of clients.
Jeremy Warnick is a Financial Security Advisor. Jeremy has been with the company since 1999 and has experience in financial planning including wealth management, estate planning and risk management. His diverse group of clients include retirees, corporations and entrepreneurs.
CFP, RHU, B.Comm(hons)
In 2017 Patrick took over as the principal of McArthur Financial services. He manages a growing number of growing small business clients as well as many families. The group and pension side of the business makes up a big portion of the business. Patrick is a avid recreational hockey player and has been known to swing golf clubs.
Jeff will take the time to help you to create clarity in your goals in order to make certain that the plan that he creates is actually getting you closer to what you want to achieve.
Natasha is our Insurance Coordinator, and direct assistant to Patrick and Brian McArthur. She began her administrative career in 2013 and was licensed with the Insurance Council of Manitoba in 2018, focusing her skills on the many facets of the financial industry and combining that with years of extensive costumer care.