The Team for Financial Planning
Doug Lochhead, B.Comm (Hons.) CFP, RFC, CIM
President & Senior Financial Advisor
As founder and Senior Financial Advisor of one of Winnipeg’s leading independently-owned financial planning firm, I oversee and guide the strategy of Granite Financial Group as well as manage a portfolio of clients. With over 25 years experience, my specialty lies in working with high net worth business owners and professionals who wish to minimize taxes while preserving their wealth. My career began in the corporate world including working 13 years for a large Canadian Chartered Bank. However, I came from an entrepreneurial family background and I decided to return to my roots which led to the creation of Granite in 2002. Over the years, I have provided support and business direction to budding entrepreneurs and am currently an active member of the Entrepreneurs Organization.
My team of experienced advisors provides independent, unbiased advice with a complete range of products and services that are incorporated into strategic financial plans. This helps our clients develop the bridge needed to take them from their current financial situation to their financial goals.
Granite Financial serves clients across Canada and currently manages assets in excess of $250 million.
I am proud to be involved with numerous philanthropic organizations in Manitoba, most notably, I am the current Chair of the Opportunities for Employment organization and a member and host sponsor for Winnipeg Harvest and its Charity Golf Tournament.
Daniela Ignat, CGA, CIM, CFP
Vice President & Financial Advisor
Daniela joined Granite Financial Group Inc. in 2001 with over 10 years of banking experience with a major national Canadian Bank. Daniela has over 20 years of experience within the financial services industry as well as, prior to coming to Canada, had held various management positions with the government and the private sector. Daniela has earned a Masters of Economics, from the Faculty of Commerce at the Academia de Studii Economice – Bucharest. Her designations include Certified General Accountant (CGA), Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Personal Financial Planner (PFP).Daniela specializes in tax, estate planning and retirement planning for clients. Daniela is actively involved in her community through the Romanian Society of Manitoba. Daniela prides herself in delivering not only the best financial solutions for her clients based on her extensive knowledge, but consistent exceptional customer service.
Kara joined the Granite team in 2011 and brings her enthusiasm and expertise in ensuring client service and sales are processed in an efficient and satisfactory manner. She is a graduate of the Business Administration program at Red River College. Kara works closely with Richard Lochhead as well as provides administrative support to the entire team.
Debbie joined the Granite Team in Sept 2013. She brings with her experience in the financial services industry with over 29 years of administrative experience and sales, with a major Canadian Bank. Debbie brings to the Granite team, her years of proven expertise in providing top level service to clients.
Alaina LeDuc, CFP, FMA, FCSI
Alaina joined Granite Financial Group April 2013. She has brought with her over 25 years of experience in banking and full financial planning with the Wealth Management segment of a major Canadian Bank.
Alaina holds the Certified Financial Planning designation, the Financial Management Advisor designation, she has obtained her Registered Retirement Consultants designation, and she is a Fellow of the Canadian Securities Institute. She brings to the Granite team her years of expertise and experience in wealth and client portfolio management and service.
Marlene joined the Granite team in May 2012. She brings with her extensive experience in the financial services industry with over 33 years of administrative experience in both the life and financial industry. Marlene supports the entire team with her proven administrative strength and expertise.