About Us

Souris Office

27 Crescent Avenue West, P.O. Box 1359, Souris, MB R0K 2C0

Bill Kirkup, CLU

Founding Member

Bill established Kirkup Agencies in May 1958 in Souris, MB with Monarch Life with a Volkswagen van for an office and cardboard boxes for a desk. Bill developed his business and career through hard work, support of his clients and dedication to his field. Through his 50 + years of experience, Bill has been sought after as a mediator, speaker and a board member for several industry associations, boards and conventions. Bill also carried his CLU (Chartered Life Underwriter) designation.

Bill has been in Souris, coming from the Melita area, since 1952. He is married to Sheila and has five sons; Grant, Dwight, Dwayne, Greig and David.

Bryan Church

Managing Partner | Insurance Specialist
Investment Fund Advisor
Investia Financial Services Inc.

Bryan joined Crescent Financial Group as Managing Partner in September 2014, after running his own financial services business in the Westman area for 4 years, specializing in personal and corporate insurance. Bryan has been in the in industry since 2008, he built his business and reputation on hard work and dedication to his field of expertise.

Bryan and his wife Coralie, along with their sons Ethen and Max, recently relocated their family to be a part of the community of Souris.

Steven Sopel

Managing Partner | Financial Planner
Investment Fund Advisor
Investia Financial Services Inc.

Steven joined Crescent Financial Group as Managing Partner in October 2014, after specializing as a Financial Planner for high net worth clients with a major Canadian investment firm. Steven has been honing his craft since 2008, and continues to further his education in the industry.

Steven graduated from Souris High School in 2000, and currently resides in Brandon, MB with his wife Melissa and their daughters Madison and Emma.

Teagan Kliever

Financial Advisor
Investment Fund Advisor
Investia Financial Services Inc.

Teagan joined Crescent Financial Group in August 2017 after 10 years of working in the financial industry with a leading financial services institution. Teagan is passionate about helping clients understand their full financial picture and providing sound advice. Teagan strives to continuously further her education in the industry and is current working towards her life insurance license.

Teagan believes in giving back to her community. Born and raised in Souris, Teagan is actively involved in the town, volunteering for the local figure skating club and acting as Manager of her sons’ minor hockey team. Together with her husband Troy and their three children, Paysen, Cruz and Sloane, they look forward to working in Souris and surrounding area for a lifetime to come.

Brandon Office

#4 - 217 10th Street, Brandon, MB R7A 4E9

Grant McPhail

Financial Advisor
Investment Fund Advisor
Investia Financial Services Inc.

Grant joined Crescent Financial Group in April 2016. He has grown up in Brandon, Manitoba. He went to University of Manitoba and graduated in 1975 with a Bachelor of Commerce (Honors) majoring in Marketing and Corporate Finance.

Grant worked in Tokyo, Japan in 1976 teaching bankers and commodity traders “The English of International Finance”. After returning to Canada he worked for 2 years in a private International trading company in Ottawa, before moving to Winnipeg and spending 6 years as a commodities trader and stockbroker. He also spent a year in a high- tech startup company that had internet and email in 1984-85. Grant moved into the financial services business in 1985 with London Life. He has attained his CFP, CLU, CHFC and GBA; he left London Life Dec 31, 1999. Grant was with Desjardins Financial (who bought MGI Financial, formerly Rice Financial) from January 1, 2000 in various positions including Sr. Branch Advisor and Sr. Vice-President of Employee Benefits. He became an independent advisor in 2010.

In Brandon, Grant has been a President of the YMCA, Chair of the Brandon Economic Development Board, President of the Brandon Life Underwriters Association, and a board member of the Chamber of Commerce, and the Wheatbelt Community Futures. Grant is currently on the Manitoba board of Nature Conservancy of Canada. He is an avid sportsman and naturalist.

Grant’s wife, Dale Severyn, is an Education Consultant in Early Literacy. They have two married sons: Cameron and Andrew.

Leila Kerr

Financial Advisor
Investment Fund Advisor
Investia Financial Services Inc.

Leila joined Crescent Financial Group in October 2016 after 11 years as a Financial Planner for a major Canadian bank. While there she ranked in the top 200 across Canada on four separate occasions.

She has been in the investment industry for over 17 years. She received her Bachelor of Education degree from Brandon University in 1989 and her CFP designation in 2002.

Leila has passion for translating customer goals into a strategic, achievable plan.

Leila has resided in Brandon, MB since 1994..

Winnipeg Office

#5 - 725 Corydon Avenue, Winnipeg, MB R3M 0W4

Kevin Harold

Managing Partner | Insurance Specialist
Investment Fund Advisor
Investia Financial Services Inc.

Kevin joined Crescent Financial Group in November 2015 as Managing Partner. He started his career in 2007 spending his time as an Advisor and Senior Manager with a leading Canadian financial services institution. From 2012-2015 he was the VP of Business Development covering Manitoba and Saskatchewan for two of the largest insurance brokerage firms (MGA’s) in the country. His role encompassed working with hundreds of Advisors in his territory, assisting them with their client’s financial needs.

Kevin believes in giving back to his community and industry having donated his time to the Guyanese Association of Manitoba (Director) and Folklorama (Pavilion Emcee). He has also sat on the Rady JCC Sports Dinner committee. He currently sits on the Advocis (The Financial Advisors Association of Canada) board which he has served on for 7 years in various roles locally and nationally, presently as President of the Winnipeg Chapter. He also sits on a National Advisory Council for his insurance brokerage firm representing Western Canada.

Kevin specializes in wealth management and estate planning helping families and businesses achieve their financial objectives.

Kevin is born and raised in Winnipeg and resides in Oakbank with his wife Kayla and daughter Jada. He enjoys spending time at the family cottage in the Lac Du Bonnet area where he can fish and relax.

Cory Gergulich

Financial Advisor & Mortgage Broker
Investment Fund Advisor
Investia Financial Services Inc.

Cory joined Crescent Financial Group in November 2015 as a Financial Advisor. Cory has been working in the financial services industry since February 2000. Cory offers years of financial planning experience, he has worked in many areas such as investment planning/recommendations and debt management.

For the past 8 years Cory has been working in the financial services industry for two major Canadian banks. He spent his time working with high net worth clients at the bank. Cory’s focus is on financial planning with his clients and he has developed great relationships with them. Cory is excited to be based out of our Winnipeg location to serve his clients.

Cory, his wife Tracey, son Joel and two daughters, Hayley and Isabella have been lifelong Winnipeg residents.

Lorne Dell

Financial Advisor

Lorne joined Crescent Financial Group in October 2015; he has been helping clients reach their financial goals since 1979. He is a Chartered Life Underwriter and Chartered Financial Consultant.

He strives to build relationships with his clients by providing honest, knowledgeable advice.

Guy Nolin

Financial Advisor
Investment Fund Advisor
Investia Financial Services Inc.

Guy is a 25+ year veteran of the Financial Services industry and is owner/manager of NCA Financial Management, an independent Financial Planning firm specializing in retirement income planning, strategic investment planning and personal tax planning. In 2016, Guy aligned himself with Crescent Financial Group to provide value-added services and bring continuity to his many valued clients.

Guy is bilingual and resides in Winnipeg with his life partner, Judy; he has a daughter and two granddaughters. If you can’t reach Guy at his office in Saint-Boniface on Fridays, you will most likely find him at his waterfront cottage in Lac du Bonnet.

Gary D.S. Weston, CD, CLU, CHFC

Financial Advisor
Investment Fund Advisor
Investia Financial Services Inc.

Passions have always been sports and money. Growing up it was hockey all winter and baseball all summer. Making money started at an early age and never stopped - cutting grass, shovelling snow, and operating two successful paper routes until graduating from high school in 1968.

In 1969 I entered the CAF Air Force and like many young fellows at the time had dreams of becoming a fighter pilot. My entrance test showed I could be anything and so I chose electronics even though I knew nothing about it. A year later I graduated and posted to rural Saskatchewan on the Pine Tree line – a heavy radar unit. How do I make money? – become a lifeguard, a projectionist and a bartender – no problem. Sports filled my time - hockey, football, fastball and curling and the start of my officiating career. During my time I formed my first official company - landscaping, lawn maintenance and snow clearing. Again, very successful.

After almost 20 years and a ½ dozen postings, I retired at the age of 37 with a pension and began my new career as a financial advisor – Black Friday 1987!

Taking my uniform off in the morning, I put on a suit and started at Investors after lunch. Two years later I was unemployed until I started with Canada Life in March of 1990 and the path ahead was slow and steady becoming an insurance agent and a money manager. I also dabbled with management and teaching at Canada Life.

After LUATC, and as I was studying for my CLU, I began teaching LUATC – giving back and I was a member of the executive of LUAC Winnipeg, which eventually became ADVOCIS Winnipeg. As I assumed various executive positions on the board I was also the editor of our local magazine – At A Glance – which was hugely successful. After a successful Education Forum, I became President of the Winnipeg Chapter of Life Underwriters Association. Serving an unprecedented three terms as President and after the amalgamation with the CFP Association, I moved on.

In 1996 Canada Life turned its captive agents loose and I formed The Gary D.S. Weston Financial Group. I was totally on my own, my own offices, an assistant and an associate. I was still heavily involved in hockey even though I had been diagnosed with a blood disorder. I soldiered on as health issues got in my way but, all in all, life was pretty good until my succession plan took a hit and my son was diagnosed with cancer. Eventually he passed away and my career became more profound because now I knew why I was in the insurance business and why I was a financial advisor – to help others survive life’s tragedies.

In the beginning, I studied hard and after attaining my CLU – Chartered Life Underwriter – I moved on to my CHFC – Chartered Financial Consultant. That is how I hold myself out now, as a Financial Consultant, still helping others.

Now as I am older and wiser, it’s time to start thinking about retirement and easing my workload. Anne wants to travel more while we still can and my grandchildren are growing like weeds. My hockey is getting harder too as I age but I still need to keep busy.

With my new associates, I hope to carry on for a few more years and continue looking after my current clients and meeting new ones.

Katherine (Kathy) Jansen

Financial Advisor
Investment Fund Advisor
Investia Financial Services Inc.

Kathy joined Crescent Financial Group in September 2017 with over 27 years of experience in the Financial Services industry as an Investment Advisor and Insurance Agent.

After successful careers in retail management and real estate she decided to make the switch to the Financial Services industry where she has continued her passion of genuinely building relationships, advising and servicing her clients.

Kathy started her Financial Services career with a leading financial services company head quartered in Winnipeg where she worked for 12 years. She started her entrepreneurship as an independent financial advisor in 2002 with Berkshire Investment Group which Manulife Financial acquired in 2007.

She has chosen to team up with Kevin Harold and his well-established office as her final transition. This is where she intends to entrust her family’s, friend's and client's long term financial advice.

Kathy loves spending time travelling, playing sports, gardening, cooking, and sharing dreams with her best friend and husband Arnie (recently retired Firefighter Captain with the City of Winnipeg). She is blessed with one son, Corey, who is enjoying a career as a Digital Marketing Manager.

Kathy feels she is rich and her greatest wealth is her family and their happiness, love and success.

Christina Sy

Financial Advisor

Christina started her career in the Financial Services industry in 2012 with a leading financial institution.

Those who know Christina will say she is passionate about helping people and does so in a professional manner. Integrity in this industry is her priority.

She became a mother in 2016 to her daughter, Keira Sloane. Sloane has become her inspiration and motivation for success.

In her spare time, she enjoys playing sports, singing and cooking.

Christina is looking forward to the next chapter in her career with Crescent Financial Group, and is grateful for the opportunity to work with such an experienced team.

Kayla Harold, B.Sc.

Operations Manager

Kayla joined Crescent Financial Group in April 2016 as Operations Manager. She spent the previous 8 years working in her field of study at an Environmental Laboratory in Winnipeg, most recently as Quality Systems Coordinator. In keeping with that mindset, Kayla oversees the day to day operations of the Winnipeg office and infrastructure of the entire firm. She is a General Agent/Broker 1 (Residential and Commercial Insurance) and in active pursuit of her CAIB designation. Kayla has also obtained her Life Insurance license.

Kayla lives in Oakbank with her husband Kevin and daughter Jada. She loves music, travelling and spending time with family and friends.

Courtney Lardizabal

Executive Assistant

Courtney joined Crescent Financial Group in November 2016 as an Executive assistant. She has over 15 years of experience in customer service and 5 years of experience in the Financial Services industry.

She is born and raised in Winnipeg. She moved to British Columbia in 2012 where she worked as a financial service rep at the second largest credit union in Canada. She eventually moved back to Winnipeg and spent time at a National MGA as a new business specialist. Courtney spends most of her time assisting with the Insurance needs of the firm; as such she is working toward obtaining her Life Insurance license.

Daniela Imbrogno De Luca

Executive Assistant

Daniela joined Crescent Financial Group in January 2017 as an Executive Assistant.; she has over 25 years of experience in financial services. She started her career in the Banking/Credit Union industry as a Member Service Representative. She spends the majority or her time assisting with the Investment needs of the firm.

After taking a sabbatical to raise her family she returned to the industry as an Administrative/Sales assistant to Independent Financial Advisors.

Daniela is fluent in Italian and resides in Winnipeg with her two teenage daughters. She enjoys travelling and spending time with family.