Our Mission Statement

Each person’s financial needs and goals are unique. Cambridge Consultants is dedicated to assisting clients in the creation and preservation of wealth based on income, risk tolerance, stage in life and family situation.

Your life is shaped by memorable moments, some are full of happiness and some are to be endured. Getting married, having a new baby, relocation, job change are happy events which often require changes to your financial plan. Other changes such as divorce or separation necessitate many adjustments. The role of your financial advisor is to assist and monitor your affairs with a view to implementing changes as your personal or family situation changes over time.

If you have experienced any of these life events, it’s generally time for a review of your financial situation.

The Steps a Planner would take:

• Identify and prioritize financial objectives (such as retirement or education funding).
• Gather data and analyze current financial affairs.
• Prepare analyze and compare financial alternatives.
• Develop strategies in order to achieve your goals.
• Identify action steps required to implement the plan.
• Establish specific dates to monitory progress.

Biography of Ted Krestanowich BSc, PFP, FMA

• President of Cambridge Consultants (25 years)
• Specialization in taxation, investments
• Formerly stock broker with Merrill Lynch Canada
• Formerly President of local executive recruitment firm
• Former member of Board of Directors and Vice-President – Cambrian Credit Union (9 years)
• Graduate of University of Manitoba – BSc (Math / Statistics)
• Canadian Securities Course (I & II) –Canadian Securities Institute
• Professional Financial Planning course (PFP) – Canadian Securities Institute
• Canadian Investment Finance – Canadian Securities Institute
• Life Licensing Qualifying course – Investment Funds Institute of Canada
• Weath Management Techniques - Canadian Securities Institute

Biography of John Krestanowich BA, Business Admin RRC

• VP of Cambridge Consultants
• Specializing in income tax and investments
• Graduate of University of Manitoba - BA (History & Political Science)
• Graduate of Red River College – Business Administration Diploma
• Mutual Funds license (IFIC)
• Currently enrolled in CFP program