Who We Are

As a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®), Codie brings a wealth of expertise in crafting tailored financial strategies that align with the unique needs of business owners and affluent clientele. Codie joined the Sunrise Wealth team in 2023 and specializes in business estate planning and tax-efficient investment solutions. He works hard to help clients safeguard assets and preserve wealth across generations while maximizing their after-tax returns. Outside of work, Codie spends time with his family and loves being active outdoors, whether it is rock climbing or hiking!

A Red River College graduate with honours in Business Administration, Seth is passionate about helping clients explore investment opportunities and maximize their financial potential. He joined the Sunrise Wealth team in 2024, bringing with him several years of experience in the financial services industry. Seth is dedicated to developing customized strategies that meet each client’s unique needs and takes pride in supporting Sunrise Wealth through exceptional client-focused service. Outside of work, you can find Seth spending time with his wife and friends, working out at the gym, and playing guitar.

As a licensed Mutual Fund Representative, Dustin is passionate about helping clients achieve their financial goals through personalized investment and financial strategies tailored to their unique needs, circumstances, and budgets. In addition to his mutual fund license, Dustin also holds a Life Insurance License and works closely with clients to identify the coverage that best fits their individual situations. When Dustin isn’t at work, he enjoys spending time with his wife and young son, and out on the golf course. He loves the pursuit of improving and growing his skills – both on the course and off – embracing the journey through its peaks and valleys.

Alana joined Sunrise Wealth Management in May 2024, bringing experience as a member service representative and loans clerk previously at the Sunrise Credit Union Brandon branch. A graduate of Assiniboine Community College in Business Administration with a Finance specialization, she has completed her mutual funds course and is working toward her PFP designation. Alana provides administrative support to the wealth team and helps develop clients’ businesses while thriving in a fast-paced environment. Outside of work, she enjoys camping at Clear Lake or Manipogo and supporting her sister’s volleyball team, bringing organization and a helping spirit to the team.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Insurance products are provided through PPI Solutions Inc.