Our Story
The story of Stratton Wealth began in 2001 with current Partner, Eddy Goertzen, while with another firm. At that time, the Financial Advisory industry was dominated by large upfront commissions on investments (also known as deferred sales charge fee structure, which is no longer allowed to be sold), and transaction-oriented sales practices. This practice didn’t sit right with their firm’s belief that financial advice should be what’s best for the client, not the advisor.
They saw this as an opportunity to be different than the rest of the industry, and decided to build a financial advice culture around building relationships, trust, transparency, and wanting what’s best for our clients’ financial future. We are extremely proud to say that Stratton Wealth was one of the first financial planning firms in Manitoba to eliminate commission-based investment products from its offerings in the early 2000’s.
Jump to 2007, Franz Rempel, an elementary school friend of Eddy’s from Stratton, Ontario, joined the firm as a Partner with a shared vision of helping individuals and families achieve their financial goals in a realtionship-focused and transparent manner. The firm already had a large presence in Steinbach, Manitoba and surrounding municipalities, and expanded its operations to Winnipeg, Manitoba as well.
In 2017, the business officially incorporated itself as Stratton Wealth. It’s a little funny… Unless you know someone who invests with us already, there’s a fairly high chance that you’ve never heard of Stratton Wealth before—that’s because we don’t do marketing—rather, the firm’s been able to grow through word of mouth amongst families, and friends of friends (and friends). This is an outcome that we love, as it creates a sense of community amongst our clients, and is a testament to the culture of trust that we bring to our clients.
In 2024, Stratton Wealth welcomed its newest Partner, Jackson Gustafson-Fish. He, too, shares the same vision as both Eddy and Franz, and is excited to help the firm’s clients achieve financial peace of mind and to grow with them over the course of their financial journies.
Today, we are a dedicated team of three financial advisors. With more than 20 years of advisory experience and trusted by over 350 families, we sincerely hope that we can meet you to earn your trust and that you, too, may experience what it’s like to be a partner with Stratton Wealth.
When you choose Stratton Wealth…
…you’re choosing a partner who will be there for you every step of the way. We don’t just manage your wealth—we build relationships that last a lifetime, so you can have confidence that your savings are in hands that truly care about you.
Our approach is simple: treat your wealth as if it’s our own, communicate openly and honestly, and always act with your best interests at heart. We believe in investing in a way that reflects not only your financial goals, but also the trust you place in us. With Stratton Wealth, you’ll experience a level of care, professionalism, and reliability that ensures your financial future is in the best of hands.
We would love to grab a coffee with you to chat more about who we are—just leave your info and we’ll get back to you as soon as we can.