Tailored insurance and investment solutions.
At WealthCare Financial Services, we specialize in providing tailored insurance and investment solutions for business owners and individuals.
We Focus on Your Finances
Our FocusWe help individuals and business owners leverage tax-efficient strategies to protect and grow their wealth.
With a focus on corporately held permanent life insurance policies. Whether you’re looking for comprehensive coverage, innovative investment options, or tax optimization strategies, we’re here to help.
Our MissionEmpower you to secure your future while keeping more of your hard-earned money in your pocket.
Let us guide you through personalized solutions that align with your goals and give you peace of mind. With a focus on smart strategies and long-term value, we help you make informed decisions that protect your future and maximize your savings.
Why Choose WealthCare Financial Services?
01.Our Focus
We specialize in insurance and investment solutions tailored to individuals and business owners, ensuring your financial strategy aligns with your unique needs and goals.
02.Our Experience
With decades of experience, we are committed to delivering tax-efficient strategies that help you save money while providing peace of mind.
03.Our Approach
Our personalized approach prioritizes your financial success, offering expert guidance and customized solutions designed to protect and grow your wealth.
Our Team of Experts
Senior Investment AdvisorRichard Mikucki, BA
Richard is an insurance and securities licensed investment professional, and partner with WealthCare Financial Services. With over 28 years experience in the financial services industry. Focused on working with referrals within the medical and business community, providing wealth management services for high-net-worth families and customized life insurance and estate planning solutions serving the unique needs of doctors, dentists, and business owners.
Richard served on a Wealth Advisory Council to Management Committee (ACTM) and is a member of Financial Horizons Elite 30 Insurance and Estate Planning.
Associate Portfolio Manager & Investment AdvisorSean Mikucki, CIM®, B.Comm
Sean is an Associate Portfolio Manager, Investment Advisor, and partner with WealthCare Financial Services. He has been in the industry since 2009. A graduate of the Asper School of Business, Sean holds the Chartered Investment Manager (CIM®) designation.
Prior to moving back to Winnipeg in 2021 to join his father’s practice, Sean worked in Calgary and Vancouver, gaining experience on both sides of the advisory business. He was an Associate Investment Advisor with National Bank Financial and spent most of his career as a Business Development Manager with Manulife Investments, where he worked with financial advisors to recommend strategies and build customized portfolios for their clients.
Since 2022, Sean has been with IA Private Wealth, where he focuses on investment management, asset allocation, and financial planning for high-net-worth families and business owners.
Licensed AssistantCheryl Andreiw
Cheryl joined our team at Wealth Care Financial Services in 2018. With over 40+ years of experience working in the financial services and insurance industry, she brings a deep knowledge of client service & account management to the team. She manages the administration of the investment accounts, handling all matters related to account maintenance, client documentation and reporting. Cheryl completed the Canadian Securities Institute course and continues to enhance her ability to best serve our clients.
Insurance Administrative AssistantSylvia Perry
Sylvia joined the team as a financial advisor assistant in 2011 and provides ongoing client service and administrative support to enhance the client experience. As an insurance assistant with a background in banking, insurance, and investments, she is the first point of contact for clients’ insurance and segregated fund requests.
Group Benefits SpecialistIna Eng, B.Comm, GBA
Ina is an independent consultant and partner of Ascenda Financial Consultants, specializing in the employee benefits field. She has extensive experience working with both insurance companies and consulting firms, leveraging her expertise to implement group insurance plans and provide plan design, pricing, and administration for various organizations. Ina collaborates closely with our team to deliver advanced group benefits solutions for our clients.
Administrative AssistantSerenity Archambault
Serenity joined our team in 2024 as an administrative assistant, supporting both the investments and insurance areas of the business. Working closely with fellow administrative assistants and colleagues, Serenity is also pursuing courses through the Canadian Securities Institute. This commitment will further her financial career and enable her to better serve our clients' needs.
Mortgage Broker, Commercial/Residential, Lending ServicesTheo Kyriakopoulos, MBA, MA, B.Comm (Hons)
Theo is a seasoned mortgage planner with over 20 years of experience in banking and lending. He holds an MBA, an MA, and an undergraduate degree from the Asper School of Business. His background in leadership and head office roles gives him a deep understanding of complex lending needs. Theo works to ensure his clients’ mortgage solutions align seamlessly with their financial plans. He brings a strategic, client-first approach to every lending conversation.
Speak to an advisorWe’re here to work with you.
Getting started with WealthCare Financial Services is simple—our initial meeting is a relaxed, no-obligation conversation where we take the time to understand your goals, answer your questions, and explore the best financial strategies for you. Our experienced team makes the process easy and approachable, ensuring you feel confident and informed every step of the way.