Sunrise Wealth Management

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Sunrise Wealth Management

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Investia Financial Services Inc. Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.

The Sunrise Wealth Management team is comprised of knowledgeable individuals who are committed to providing their clients with meaningful advice and helping them reach their financial goals.

10/14/2026

Jason joined the Sunrise Credit Union crew and kicked off Cooperative Week with Boundary Co-op in Boissevain yesterday and today in Hartney with a FREE beef-on-a-bun lunch!

Thank you to everyone who stopped by to enjoy lunch and celebrate Cooperative Week with us!

Join us tomorrow at the Waskada & Area Recreation Centre from 11:30 AM – 1:00 PM for another free beef-on-a-bun lunch!

10/02/2026

We’re excited to welcome Jason Biletski to the Sunrise Wealth family!

Jason will be joining us as a Financial Advisor with a passion for helping clients achieve their financial goals by working closely with clients and providing personalized advice.

Please join us in giving Jason a warm welcome! 👋

09/29/2026

🧡 On Monday, Sunrise Wealth Management Director Trisha Phinney attended this year's Indigenous Culture Day at The Flats in Neepawa!

The day was filled with learning, sharing, and celebration of culture.

09/17/2026

Trisha, Jason and Alana from the Sunrise Wealth team had a fantastic time attending the Mackenzie Investments Fall Due Diligence Event in Winnipeg!

The event offered valuable insights into emerging investment ideas and portfolio strategies, with a focus on navigating the evolving global landscape.

Thank you to Mackenzie Investments for hosting such an insightful event! 📈

09/11/2026

We are hiring a Wealth Advisor!

We’re looking for a driven, client-focused Wealth Advisor to join our team and help individuals and families build, protect, and grow their financial futures.

Application deadline: October 12, 2026

📩 Submit your application today https://www.sunrisecu.mb.ca/about/careers

09/08/2026

You submitted your guesses! The final speed reveal is ... 171 MPH!

Congratulations to Trevor Horn who had the closest guess at 172 MPH. We will be in contact to arrange the pick up of your Sunrise Wealth Golf Basket!

09/04/2026

CLOSED: Congratulations to our winner Kayla Jensen!

🏈 It's almost Banjo Bowl Weekend!

Sunrise Wealth Management is giving away 2 tickets to the SOLD OUT game!

To enter:
1. Follow Sunrise Wealth Management on Facebook/Instagram
2. Like this post
3. Comment your favourite player from either team!

Contest will close Monday, September 7 at midnight. The winner will be contacted from this account on on Tuesday, September 8 by a comment and a direct message. Tickets will be available for physical pickup in Brandon.

Winner will be selected by random draw. Entrees must be a resident living in Manitoba. This contest is in no way sponsored, endorsed, administered or associated with Facebook or Instagram. Please be mindful of accounts attempting to impersonate Sunrise Wealth Management. Sunrise Wealth Management will never ask you for personal information or for you to click on a link to redeem tickets.

09/03/2026

The Sunrise Wealth team spent a great day out on the golf course supporting Westman Dreams for Kids

Sunrise Wealth Advisor (and two-time Tamarack Champion) Dustin Dyck took a swing on hole 4. Any guesses on how fast his ball speed was? Comment your guess, and we will reveal the actual speed on Tuesday morning!

The closest guess will win a Sunrise Wealth Golf Basket ⛳️

08/31/2026

The Wealth team got some Sunshine and Pool Time while volunteering at the Deloraine FREE Community Swim!

Trisha, Jason, and Alana were down in Deloraine helping Sunrise Credit Union staff and talking to everyone who stopped by for a dip in the pool!

Address

Unit B 2305 Victoria Avenue
Brandon, MB
R7B4H7

Website

https://sunrisewealth.ca/

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