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Bernie Petkau  FSA

 

Founder , CEO

 

(306) 292-3734

“Every client has different needs and challenges. My goal is to achieve the highest level of understanding of their unique situation. Only then can I help them plan with confidence.”

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Bernie Petkau was a District Manager of a Mutual of Omaha division in Saskatchewan helping clients manage all phases of their businesses when he realized how so many families, marriages and children were being affected by money issues. He felt powerless as he sat behind his desk and watched his clients throw away their financial futures. Bernie knew things needed to change.

 

Today, he helps spread an 30+ year proven plan of financial hope to audiences everywhere. An engaging and humorous speaker, Bernie is an expert on subjects like retirement, leadership, mortgages and healthcare. He speaks at colleges and businesses, and conducts on-site training sessions at companies. Bernie also works with high-profile clients to help them develop a financial strategy to protect their wealth and secure their future.

As a speaker, Bernie is more than motivation, financial information, or entertainment. He has the ability to relate with his audience because he knows that each person’s perspective affects their own life, their family, their employer, and more. He knows that money is such a personal area and it is often difficult for people to open up about challenges with their finances. Bernie is aware that the outward picture is not necessarily the accurate picture.

No matter the individual financial situation, Bernie shares information in a relatable and entertaining way so that people are engaged to make an active choice for themselves, their families, and their businesses. Bernie’ goal is to leave each audience with a new view of life. 

 

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