Dwight Dobersheck

Financial Planner
Investment Representative

Your financial success is my priority. As a financial security advisor and investment representative, I’ll work with you to create and implement financial security plans customized to help you reach your goals at every stage of life and/or business. I work primarily with people who are giving serious thought to their Retirement to help them achieve their long term goals as they relate to Investment and Retirement Planning and Estate and Succession Planning. I partner with other financial professionals to ensure I am able to offer a full suite of financial tools including Investment Plans, Life Insurance, Health Insurance and Living benefits (Critical Illness Insurance and Disability Insurance), Group Benefit Plans and Group Retirement Savings Plans, Mortgages and Banking Services. I grew up in Northern Saskatchewan and since graduating from the University of Saskatchewan in 2002 with a Bachelor of Commerce degree majoring in Finance, I have been in the financial services industry helping other s achieve their financial goals. I am committed to lifelong learning and have earned several designations including the Certified Financial Planner Designation (CFP), Chartered Investment Manager (CIM) the Chartered Life Underwriter Designation (CLU) and the Certified Health Insurance Specialist (CHS) designation. In my spare time, I like cheering for the Saskatchewan Roughriders, attending local events, learning languages, volunteering with worthy causes and spending time with friends and family. I am based in Vancouver, BC and offer my services to clients here and in Saskatchewan with quarterly trips to meet with clients. Let's talk about how we might work together
 

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Recent posts

November 2024 market update

Dec 06, 2024 - Canada Life

For the month ended November 30, 2024. Read our monthly update to find out what’s been moving markets....

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October 2024 market update

Nov 06, 2024 - Canada Life

For the month ended October 31, 2024. Read our monthly update to find out what’s been moving markets....

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September 2024 market update

Oct 08, 2024 - Canada Life

For the month ended September 30, 2024. Read our monthly update to find out what’s been moving markets....

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Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

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Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”