Often, the most difficult part of financial planning is uncovering what matters most to you; your values, beliefs, aspirations and greatest fears. Our planner's down to earth style, real life experience and expertise will help you create the plan that is right for you.
Whether you’re saving for your first home, a child’s education, or considering retirement, we can assist you every step of the way. Start big, or start small, but let's start somewhere.
There are many phases of retirement, and many different income sources to draw from; your personal savings, employer sponsored plans and government benefits. Navigating your income stream doesn't have to be stressful.
Financial security means protecting what means the most to you. We believe in working together to identify the risks, and educating you on all of the options available, so it's easy to decide what works best for you and your family.
Your retirement is uniquely yours. Whether you want to travel, explore, golf, indulge, garden, read, or just simply relax, we can guide you to live the retirement life you've been dreaming of.
You've worked hard and done well, let's ensure that you and your loved ones can enjoy the rewards of your efforts for decades to come.
Like a great suit or a great dress, the best financial plan is the one that is tailored to fit you. Take comfort in the peace of mind that comes with planning with us.
Ken and Heather Friesen founded Atlantis Financial Group in 2003 on fundamental principles that are as true today as when they started. Our clients deserve to not only be treated with respect, but with kindness and compassion. Your story matters to us and we can relate. We are devoted to building and maintaining the relationships and trust that are needed to create a plan that is sustainable for the future and for generations to come.
We are highly skilled and knowledgeable practicing financial professionals and are committed to the responsible creation and preservation of wealth for clients and their families. This is done while upholding the highest level of integrity and confidentiality, in a climate of warmth and respect.
Let us earn your business with honest, trusted advice. We have the expertise and experience to help get you get in control of your future.
Oriana is a dedicated wife, mother, daughter and grand-daughter. Oriana and her family are a true Canadian hockey family. You will find them watching, playing and coaching hockey throughout the year. Oriana, her family and their dog Blue, are also lovers of nature and the outdoors. Enjoying as much time as possible at their remote cabin in the woods. Oriana also enjoys gardening, woodworking, and designing and renovating, and forever has a project on the go. She thoroughly enjoyed spending much of her free time recently renovating the Atlantis Financial Group office.
Oriana has her CFP designation and over 15 years of experience in the financial services industry as well as a family business background. Oriana is strongly committed to continuously educating herself and is currently studying for the Canadian Life Underwriters designation.
Heather is a devoted mom, nanny, friend, mentor and puppy mom to Ryder. She loves spending time with her sons, Ray and Adam, their amazing wives and and her beautiful grand-daughter Danissa. When Heather isn't spending time with family and friends, she enjoys taking care of her home and garden. She's also an active member of her congregation, at the Oasis Community Church, where she volunteers in the nursery. When she has the opportunity, Heather loves to travel.
Heather has her CFP designation and over 30 years experience in the financial services industry. Heather brings extensive knowledge and expertise to all aspects of financial planning.
Melanie is a caring wife to her husband Ray and puppy Mama to Huntr. She loves to hike, canoe and travel the world. Some of their favourite traveling experiences were hiking the Inca Trail to Machu Picchu in Peru, safaris in Tanzania, and gorilla trekking in Rwanda. Back home, Melanie loves to cook, trying to recreate those unique culinary experiences she's enjoyed abroad. She is also an avid reader and loves anything by Agatha Christie. Melanie loves the semi-annual Children’s Hospital book sale and finding those treasured literary gems in support of a good cause.
Melanie started with Atlantis Financial Group in May, 2014 and works behind the scenes as the Senior Administrator. She graduated First Class Honours from the University of Manitoba with a B. Sc. Bachelor of Science, Honours in Microbiology.