Our Team

We approach every client relationship by providing simplicity and clarity. We use state-of-the-art planning technology to create your financial plan and model all your investment options and the impact of those choices, tapping into insight from Richardson Wealth’s network of tax, estate, and insurance planning professionals to ensure no element is overlooked.

Learn more about who we are below.

Dan Rosentreter CFP®, RRC, BSc
Investment Advisor
Tel: 204.953.7848

As an Investment Advisor, Dan’s passion for financial planning is apparent in the deep, personal relationships he builds with clients. He sees it as a privilege to guide clients through the most important financial decisions of their lives.

After graduating from St. Cloud State University in Minnesota with a Bachelor of Science majoring in both commerce and economics, Dan joined a boutique investment bank in Minneapolis, Minnesota, managing the trading desk. When a family health scare prompted him to return to his hometown of Winnipeg in 2006, he took a position as a relationship manager and product manager at a financial planning software company which exposed him to the planner-client relationship. This inspired him to leave the firm, obtain his Certified Financial Planning (CFP) designation and embark on a career working directly with clients helping them achieve their financial goals. Dan is also a Registered Retirement Consultant (RRC). Dan worked as a financial planner at two major banks for over ten years, joining Richardson Wealth in 2024. 

Dan and his wife Jen met through fostering dogs and their involvement with pet rescues, Manitoba Underdogs and Great Pyrenees Rescue. They have two dogs and one cat, all three are rescues. Dan was the Treasurer of the Manitoba Wheelchair Sports Association from June 2014 to November 2021. Dan enjoys gardening and cooking; nothing from the garden goes to waste, he even makes his own hot sauce using various peppers, including Carolina reapers and scorpion peppers. Dan is passionate about staying active through strength training and sports, he plays goalie in the winter, is an avid table tennis player, and tries to golf regularly in the summer. He is a proud member of the Larters at St. Andrews Golf Course. He’s also a graduate of St. Paul’s High School.

Christopher J. Curtis CPA, CA, JD, TEP, FEA

Vice President, Tax & Estate Planning

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Based in Winnipeg, Chris expertly applies his accounting and legal experience to collaborate with advisors and their clients to identify wealth, and tax and estate planning opportunities. He takes a pragmatic and candid approach to helping clients meet their overall financial goals and objectives.

Chris began his professional career as an accountant in private practice at Ernst & Young LLP. After being called to the Manitoba Bar, he joined Canada Life as in-house counsel and subsequently transitioned to the role of Wealth & Tax Planning Consultant, where he spent several years working extensively with advisors providing advice to their high-net-worth clients. Chris also has experience practicing law as an estate planning and administration lawyer with one of Western Canada’s pre-eminent law firms.

Chris obtained an HBA from the Ivey Business School and a J.D. from Robson Hall Faculty of Law. He holds a CPA, CA and is a member of the Society of Trust and Estate Practitioners (STEP).
Eleena Swan CFP®, CLU, EPC

Estate & Insurance Advisor

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Eleena Swan is an estate and insurance advisor who works closely with investment advisors to deliver comprehensive insurance planning services to their clients.

She has over 20 years of experience in the insurance industry and has developed an extensive knowledge of life and health insurance as well as complex insurance strategies. Eleena employs a dedicated, compassionate, holistic planning-based approach to assist clients with preserving their wealth so they can enjoy what they have worked so hard to build. Her dedication and compassionate approach ensures that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.

Eleena holds her Certified Financial Planner, Chartered Life Underwriter and Elder Planning Counsellor designations and is a life member of the Million Dollar Round Table (MDRT). Her passion for the industry has led her to volunteer her time and help others. She currently volunteers with the Advocis Programs Committee, and is a past vice-president of the Board of Directors at the Houston Chamber of Commerce as well as an MDRT Foundation Canada Board Member, which is the philanthropic arm of MDRT. Eleena also maintains memberships with the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC).