Carsen Dokken
Carsen Dokken
Wealth Manager
carsen@obstax.com
204 930 1159
My Biography
Carsen was born and raised right here in Springfield, Manitoba just outside of Oakbank.
He is a former graduate of SCI and has since completed his LLQP (Life Lesson Qualification Program) as well as successfully completing his Life Insurance exams with the Manitoba Insurance Council in 2020. In 2021 he completed an Advanced Income Tax Qualification program and is currently furthering his education in the field of Real Wealth Management. He is licensed and trained to help our clients by providing qualified financial advice, offer solutions for insurance options, including travel, health, life, disability, critical illness, and group benefits.
Carsen understands that everyone can benefit from professional advice, and he looks forward to showing you how he can help you on your own wealth management journey, whether you’re a seasoned investor, or just starting out.
Some of my skills include
Helping young professionals break their taxes down and save up for their first home
Designations
- Certified Financial Advisor
- Tax Advisor
- Investment/Retirement planner
Achievement
- Life Lesson Qualification Program (LLQP) Gives me the ability to sell Insurance and Insured investments IE. Seg Funds)
- Tax Advisory Master Class
Education
- Estates and Succession taxes/planning
- Real Wealth Management Course
How I Build Wealth
One of the biggest factors for building wealth comes down to finding the happy medium between spending money on necessities and wants to putting some away and having your money work for you
Investment Portfolios
Perhaps on the largest changes to improve your financial life is to decide to create a investment portfolio. In this vehicles your money will continue to grow & make you more money for the amount you invested
Income Tax Refunds
When going through your taxes together we can save you hundreds & even sometimes thousands on your returns. With any money you receive the smartest decision is to put it towards your investments to allow it to make you more money
Mortgages & Insurance
While this is often overlooked most Canadian’s are overpaying on their mortgages and insurance rates. I will help you not only with finding options for these necessary expenses but in planning what you truly need and saving you on expenses you don’t need overpaying for
