Two words sum up our team. Experience and dedication. The five members of our team combine for more than 100 years of accumulated financial services and investment management experience. Collectively, we have worked with client households through the best of times and the worst of times, helping them chart their course and navigate through transitions and tough times to realize their goals and dreams for themselves and their families.
David J. Luke, CFP, RFP, CLU, Ch.F.C., CIM
Financial Advisor, Life Insurance Advisor
Manulife Securities Incorporated | Synchronicity Financial Life Management Inc.
David J. Luke is a principal and financial advisor with 360 Private Wealth Management, in Winnipeg, Manitoba. In his financial life planning and investment advisory practice, David provides financial life planning and retirement income planning services, investment advisory and, life, disability, critical illness, long term care and health insurance brokerage services for individuals, families and businesses.
David Luke specializes in "transition" financial life planning, guiding individuals and families through the financial aspects of major life events including marriage, family, education, divorce, retirement, disability and death. Using the proprietary Natural Wealth Process, David helps clients create a structured approach to achieving their most important life planning goals and objectives. David’s more than 35 years of financial services and wealth management experience and his dedication to life-long learning make him uniquely qualified to provide advice and commentary on a host of current financial life planning and wealth management matters.
David provides his clients access to a full suite of investment solutions including stocks, exchange traded funds (ETF's), fixed income investments, mutual funds and related managed money solutions through Manulife Securities Incorporated, banking services through Manulife Bank and segregated fund investment funds and life, disability and health insurance products through Manulife Securities Insurance Inc. and IDC Worldsource.
David J. Luke is registered for securities in Manitoba, British Columbia, Alberta, Saskatchewan, Ontario and Quebec and for life, disability and health insurance in Manitoba, Alberta, Saskatchewan, and Ontario. David is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and a Chartered Investment Manager (CIM).
Drummond Brown, CFP, CLU, CH.F.C.
Mutual Funds Representative, Life Insurance Advisor
Manulife Securities Investment Services Incorporated | Manulife Securities Insurance Incorporated
Drummond Brown, CFP, CLU, CH.F.C., is a financial advisor with 360 Private Wealth Management. Drummond has extensive experience in the financial advisory services industry, specializing in life, disability, critical illness, long-term care insurance, and retirement planning.
Drummond offers a high level of insight into helping individuals and families and businesses define and reach financial goals by working closely with them through changing needs and fluctuating markets.
With over 40 years in the financial services industry Drummond’s commitment and loyalty to his clients provides them with the comfort of knowing their future is absolutely and thoroughly protected.
Drummond provides his clients access to a range of investments and banking services including mutual funds and guaranteed investment certificates through Manulife Securities Investment Services Inc. and Manulife Bank and, segregated fund investment funds and life, disability and health insurance products through Manulife Securities Insurance Inc.
Drummond is licensed for mutual fund sales in Manitoba and Ontario and for life, disability and health insurance in Manitoba, Alberta and and Ontario.
Drummond is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (CH.F.C.).
Client Service Coordinator, Life Insurance Advisor Assistant
Manulife Securities Incorporated | Synchronicity Financial Life Management Inc.
Elizabeth (Liz) Gougeon is the Client Service Coordinator for David Luke’s team at 360 Private Wealth. In her role, Liz oversees all areas of client service, ensuring all service requests are fulfilled in an efficient and timely manner, while managing ongoing, proactive client service processes.
Prior to her time with David Luke and 360 Private Wealth Management, Liz was a Member Services Representative, with a Manitoba’s credit union, where her duties included overseeing the RRSP and Estate departments. There, her focus was primarily in the areas of investments and estates, which included registered and non-registered products, group RRSP plans, pensions, estates and bankruptcies. After 19 years in the financial services banking industry. With David’s guidance, Liz has expanded her knowledge of investments, insurance, and wealth management. Over time, Liz has proven herself to be a vital member of David’s team. Her approachable nature, attention to detail, and wealth of knowledge regarding regulations and requirements within the financial industry are evidenced daily in her work with clients and team members.
Liz has a Certificate in Business Administration from Red River Community College. In 2016, Liz completed the Canadian Securities Course and Compliance and Procedures Handbook and is now a Registered Representative with Manulife Securities Incorporated. A lifelong learner, Liz continues to expand her knowledge and understanding of the wealth management process and is committed to staying abreast of ever-changing securities legislation.
Cynthia McGill, Hon. B.A.
Client Service Assistant Manulife Securities Incorporated
Cynthia McGill joined David Luke and 360 Private Wealth Management as a Client Service Assistant in 2016. In this role, she has responsibility for fulfilling client service requests, co-ordinating client contact activities, and arranging and preparing for client review meetings. Along with other team members, Cynthia helps develop and deliver client service solutions with the overriding objective of providing the best possible service experience for our clients households.
Prior to joining 360 Private Wealth Management, Cynthia was Senior Administrative Assistant for an investment capital markets firm where she supported two Managing Directors. In this role, Cynthia managed the daily operations for her professionals, and provided supplemental support for eight junior members in the department. Cynthia also helped in the successful on-boarding of new Administrative Assistants by sharing her knowledge and experience through training and ongoing support. In addition to her daily duties, Cynthia demonstrated her organizational expertise as department lead for two planning committees that hosted North American wide conferences.
360 Private Wealth Management welcomes Cynthia’s years of financial markets experience, her warm personality, and her deep dedication to making the lives of our clients better. She is a keen learner, with a strong commitment to improving her knowledge and building her skills in the financial services and investment management field. We look forward to Cynthia’s presence on our team for years to come.
Cynthia holds an Honours Bachelor of Arts from the University of Toronto, and is currently pursuing the courses required to become a Registered Representative.
Tracey Hartl-Chapman, B. Comm., CHS
Account Representative, Life Insurance Advisor Manulife Securities Investment Services Incorporated | Manulife Securities Insurance Incorporated
Tracey joined 360 Private Wealth Management in 2016 as a Client Service Associate, working directly with Drummond Brown. The expansion of Drummond’s team will allow greater service capacity and ensures a the high level of service Drummond’s clients have come to expect.
Previously, Tracey was a Marketing Director for a financial services firm, supporting several brokers. In this role, Tracey supported and assisted her clients with training, finding solutions where needed and problem solving.
Tracey brings over 20 years of industry experience including: risk management, investments, and customer service. She has held key support roles with some of the leading financial advisors and Credit Unions in Alberta, Saskatchewan, and Manitoba.
Tracey provides her clients access to a range of investments and banking services including mutual funds and guaranteed investment certificates through Manulife Securities Investment Services Inc. and Manulife Bank and, segregated fund investment funds and life, disability and health insurance products through Manulife Securities Investment Services Inc.
Tracey is licensed for mutual fund sales in Manitoba, Saskatchewan and Ontario and for life, disability and health insurance in Manitoba and Saskatchewan.
Tracey has a Bachelor of Commerce from the University of Saskatchewan, and is a Certified Health Specialist (CHS).