A Background on Forbes Wealth 

Forbes Wealth Management traces its routes back to 1987 when it was founded by Don Forbes. Located in Carberry, Manitoba, a predominately farming community, Don saw a need for comprehensive financial planing, succession planning, and retirement advice for farm families.

At Forbes Wealth Management our personal and professional integrity is of the utmost importance because we believe every healthy relationship is built on mutual trust and respect. It is our priority to be upfront with our clients about all costs and fees, and equip them with the knowledge and tools to make informed decisions.

Erik Forbes, BA, RFP, CIM

Erik has been in the financial services industry for over 10 years now. After obtaining a Bachelor of Arts in Business Administration from Providence University College he started his career at Manitoba Hydro in the international consulting division. Currently, Erik leads the charge with ironing out the details on our client experiences, always looking for ways to make things simpler and easier to understand, and ensuring our clients get the best value for money.

When Erik isn't at his desk he can be found helping Don with renovations, fixing up old vehicles, or on an outdoor adventure.

Erik Forbes provides securities advice through Aligned Capital Partners Inc. a member of CIRO and the CIPF. Click here for more information.

Samantha Friesen

Sam joined our office in the fall of 2017 while attending Brandon University. Sam is an eager 4th year business student who loves learning the intricacies of the financial planning realm. She plans to use her education and experience to assist Don and Erik in their advisory roles, and hopes to one day be an advisor herself. 

In her spare time, Sam can be found gardening, hiking with her dog, or enjoying the outdoors.

What Sets Us Apart?

• We are unique from the competition in every aspect of our business. Not only are we some of the most well qualified and specialized thinkers in the financial planning field, but we also have first hand experience with planning our own business succession.
  
• We have Don's 30+ years of hard earned experience and Erik's 30+ future years of innovative energy. You won't ever have to worry about dealing with a new professional every time you're looking for advice.
  
• We care about our relationship with you and want to serve you in the best way possible. For us, working hard for clients that appreciate our services is the reason to race into work early every morning.
  
• We provide all of our services on a fully disclosed basis so you can truly understand the exceptional value we provide.

Dominic Flannery

Dominic is a 4th year Business Administration student majoring in Accounting, with a strong passion for finance and wealth management. Growing up in small rural community shaped his work ethic and practical approach to problem solving. As he prepares to graduate this year, Dominic is eager to apply his skills and continue building meaningful client relationships in the financial services industry.