2800 Victoria Avenue, Unit A, Brandon, MB R7B 3X1View on Map »
Kirk Brugger is a Certified Financial Planning Professional, an exclusive designation awarded by the FPSC Financial Planners Standards Council, and a Partner in Brugger Wealth Management, his family’s long-standing financial services company.
Since 1991 Kirk has provided clients with specialized advice in investment selections, financial planning, retirement planning, and tax strategies with a focus on building and protecting client’s wealth. Kirk also specializes in estate planning including Life, Critical Illness, Accident and Disability Insurance. His expertise in advising high net worth clients, family farm owners, business owners and professionals has earned Kirk the distinction of being one of Canada’s Top 50 Advisors in 2015.
He is a life-long resident of Brandon, MB committed to improving the community he lives and works in. As a business owner, and local commercial real estate developer, Kirk is an active participant in the Brandon and Westman business community and landscape.
A passionate philanthropist, Kirk has spent many years helping people locally and abroad. He is regularly recognized for his significant contributions to community service and philanthropic endeavors. Kirk is a recipient of the 2015 National Best Community Service Effort of the Year Award by the Wealth Professional Awards.
Kirk is a member of the Canadian Institute of Financial Planners and The Financial Advisors Association of Canada, Advocis.
Ramona Wagner is a Certified Financial Planning Professional, an exclusive designation awarded by the FPSC Financial Planners Standards Council, and an honours graduate of the Canadian Securities Course.
Ramona entered the financial services industry in 1999 and joined Kirk Brugger in 2005 as an Associate Advisor and Financial Planner. She works closely with Kirk and our clients in all aspects of the financial planning process including personalized financial plans, retirement planning and tax strategies. Ramona also specializes in estate planning including Life, Critical Illness, Accident and Disability Insurance. She enjoys building relationships with clients and helping them reach their financial and personal goals. Ramona leads our service team to provide all clients with the highest level of client service.
She is actively involved in her community and enjoys participating and volunteer for a number of non-profit organizations in the Brandon area.
Ramona is a member of the Canadian Institute of Financial Planners and The Financial Advisors Association of Canada, Advocis.
Kayla joined our team in 2014 bringing her vast experience in client service and administration to her role of reception/administration.
Her excellent people skills, coupled with a complete understanding of the systems and processes of our firm make her a valuable team member.
In her spare time, she enjoys cooking, traveling, and spending time with her friends, family, and rescue dogs.
Aligned Capital Partners Inc. is a member of the Canadian Investor Protection Fund (www.CIPF.ca) and Canadian Investment Regulatory Organization (www.CIRO.ca). All non-securities related business conducted by Brugger Wealth Management is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, mortgage service, and/or tax return preparation service. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by Brugger Wealth Management, and all such non-securities related business is the responsibility of Brugger Wealth Management alone.
