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The Simple Choice

For complex financial matters

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It’s not just about money—it’s about your entire life.

Money is just fuel for living the life you want, and it is our goal to help you achieve that life. 

Our process helps you make financial decisions with confidence that are always relevant to your current circumstances and expectations. Through careful planning of your investments, retirement plans and financial security we will help you reach your financial goals.

Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our financial Resources

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Meeting your Goals

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

Contact us today to get started

Bob Rudick Photo

Bob Rudick

Life Insurance Advisor,[br]Investment Advisor
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Bob Rudick, B. Comm., CFP, CIM 

Life Insurance Advisor - J&D Driedger Financial Services Inc.
Investment Advisor - Manulife Wealth Inc.


(204) 954-2912   |    (204) 954-2919

Bob has more than 16 years of experience as a financial advisor and is a representative of Manulife Wealth Inc.. He assists clients with their financial and retirement planning. He has a Bachelor of Commerce (Honors) degree from the University of Manitoba and is a Financial Planner. He also holds the Canadian Investment Manager designation. Bob is married and has two young children.

Travel Insurance Plans

Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or help cover emergency medical expenses.


Health & Dental Insurance Plans

Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plans are ideal for individuals and small businesses, offering flexibility and choice when group benefits come to an end. 


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Anesa Khoutxaysana

Marketing Assistant
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Anesa Khoutxaysana

Marketing Assistant - J&D Driedger Financial Services Inc.
Administrative Assistant - Manulife Wealth Inc. Inc.

Anesa helps Bob and Natalie when it comes to addressing client inquiries, booking meetings, following up on all of the requests that come to the office. She has over 15 years working in the financial industry supporting her advisors.

Natalie Kuz Photo

Natalie Kuz

Life Insurance Advisor,[br]Administrative Assistant
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Natalie Kuz

Life Insurance Advisor - J&D Driedger Financial Services Inc.
Administrative Assistant - Manulife Wealth Inc.

General and Insurance Inquiries


Investment Inquiries


(204) 954-2910   |    (204) 296-6636

Natalie is working with Bob Rudick who has over 20 years of experience as a Certified Financial Planner an Investment Manager. She is licensed in BC, Alberta, Ontario and Manitoba helping clients with their Segregated fund investment and insurance needs. As a Life Licensed Advisor under J&D Driedger Financial Services Inc. she can help clients with their retirement planning. She is currently working completing her Canadian Securities Course (CSC) and will be working towards her Certified Financial Planning designation starting in the Summer of 2024. She also currently supports Bob’s Manulife Wealth Inc. clients as his assistant. 

Natalie is licensed in Alberta, Ontario and Manitoba helping clients with their investment and insurance needs.

We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

6-step Financial Strategy Process

STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.

Services & Solutions

It all starts with a plan

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise in:

  • Life and Health insurance
  • Travel insurance
  • Disability and Critical illness protection


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Investment Solutions

Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts. 


Planning for Retirement 

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.


Planning for Retirement

Group and Business Solutions

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, such as: 

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance

Banking Solutions 

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.



Planning for Retirement

For more information on services and solutions for your financial needs...


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Getting Started is Easy

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