Tamara Flaman, CFP
Partner & Senior Financial planner

I am passionate about what I do because I have the privilege of helping clients make decisions that can truly change their lives. I started my financial planning practice more than twenty years ago, guided by the principles of honesty, loyalty, and trust. Over the years, I’ve built lasting relationships rooted in those values — and to this day, I consider the connection I have with each client to be my most valuable asset.
To me, financial planning is about more than numbers. It’s about understanding each client’s story — where they’ve been, what they value, and what they envision for the future. That understanding allows me to create tailored plans that reflect their goals and help them feel confident in the path ahead. My role is both professional and personal: I’m here to offer sound advice, yes, but also to be a thoughtful listener and a steady presence through every life stage and decision.
Whether we’re reviewing your current financial picture, building a long-term investment strategy, or exploring insurance, income protection, or estate planning solutions, I believe in providing clarity and support at every step. My personal experiences have shaped the way I approach planning — with empathy, transparency, and a commitment to ensuring clients feel informed and empowered.
Outside of work, I enjoy travelling, spending time with friends and family, and beautiful Manitoba summers at the lake — especially when they include good food, great company, and a quiet moment to reflect. Just like financial planning, the best moments in life are built with care and intention; I bring that same mindset to every client relationship.
Tamara Flaman, CFP