About Us.

Just like deciding what to invest in, deciding who you invest with can be a big decision. Make sure you have the right captain who can guide you to clear waters.

How we work with you.

We follow a very simple mantra: We’re not successful until our clients are. We are a group of others-focused finance professionals with a desire to add value in every interaction we have.

While much of the business world conducts itself with a primary focus on profit and little attention to service, we believe the natural process of growth is that of money coming in as a result of the work, and not before the work itself.

The Clearwater team helps determine your goals and level of risk before developing a tailored long-term financial strategy. Our portfolio managers look at the markets, evaluate your asset mix, and optimize to your financial goals and wealth management plan.

We invest in you, before you invest with us. Just like deciding what to invest in, deciding who you invest with can be a big decision. Here’s a little bit about our team to help you select the right person for your unique needs.

Our team members.

Lonn Vokey

Managing Partner, Senior Financial Advisor
lonn@clearwaterwealthgroup.com
204-982-1917

Bob Spiers

Partner, Senior Financial Advisor
bob@clearwaterwealthgroup.com
204-982-1926

Jodi Dyck

Administrative Associate
jodi@clearwaterwealthgroup.com
204-982-1933

Kim Memka

Administrative Associate
kim@clearwaterwealthgroup.com
204-982-1866

Sharon Clinton

Partner-at-Large
sharon@clearwaterwealthgroup.com
204-953-7792

Christian Taillefer

Insurance Financial Advisor
christian@clearwaterwealthgroup.com
204-997-7731

Wayne Vokey

Partner-at-Large wayne@clearwaterwealthgroup.com
204-982-1260

Norma Lambert

Administrative Associate
norma@clearwaterwealthgroup.com
204-982-1900