Our Team
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David Jones, CFP
Principle & Certified Financial Planner
David is a Senior Financial Planner and the founding partner of Lewis & Jones Group Ltd. He works with the Investment team to provide customized financial solutions that allow individuals and businesses to achieve those goals that are most important to them.
His business and farming background enables him to focus on Tax, Investment and Estate planning along with traditional retirement and income planning strategies.
David, along with wife Deb, purchased their insurance and real estate business in 1983 and by 1991 he was concentrating on Investment and Financial planning and received his CFP designation. He has 4 daughters and 6 grandchildren and is excited about working with his daughter Brooklyn while continuing to enjoy travel, sports, volunteering and the grandkids
David is licensed for Insurance in the province of MB and the sale of Mutual Funds in the provinces of Manitoba, Ontario, Saskatchewan & Alberta.
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Curtis Dickson
Financial Advisor & Realtor
Curtis’ focus is working with clients to assist them in making major financial decisions: retirement, changing careers, starting a family or buying their first home. Curtis feels that all major decisions should be thoroughly reviewed before choosing the right path.
Curtis started his career with N.H. Lewis Agencies in 1996, obtained his Mutual Fund license and worked primarily in the financial services division within the company. In 1997 Curtis wrote his Life & Disability Insurance license which continued to broaden his knowledge. In 1998 N.H Lewis Agencies joined with the firm Baker & Jones to form the company Lewis & Jones Group Ltd. as we know it today. In 2008 Curtis further expanded his role by passing his Realtor License where he continues to enjoy meeting new people in the community. Curtis later became a partner in Lewis & Jones Group and today is very excited to be part of this well established organization.
Curtis & his wife Diane enjoy small town life in Killarney and over the years have been very active watching & supporting their kids in all their extracurricular activities. Curtis & Diane have 4 children, all of whom are furthering their education at University. Curtis & Diane enjoy getting out on the golf course in the summer and the occasional winter beach holiday.
Curtis is licensed for Insurance in the province of Manitoba and the sale of Mutual Funds in the province of Manitoba.
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Rob MacDonald, BCom (Hons), CAIB
Insurance Broker
Rob started his career in the insurance industry in October 1995 with Baker & Jones Agencies after becoming licensed as a general insurance broker. In 1998 he was part of the merger with NH Lewis Agencies which formed Lewis & Jones Group Ltd. In 2001, he received his Canadian Accredited Insurance Broker (CAIB) Designation. He works with all different aspects of insurance including farm, home and commercial insurance. Rob feels that as a broker it is very important to get familiar with each client situation and keep an open communication channel with them in order to protect their assets properly.
Rob grew up on a small mixed farm west of Minnedosa, MB where he graduated highschool in 1986. He went to the University of Manitoba and obtained his Bachelor of Commerce (Honours) Degree in 1991. At that point, he knew he wanted to move back to rural Manitoba to live and in 1992 was offered the position of Recreation Director in Killarney.
Rob and his spouse Kristine have enjoyed making Killarney home and really feel grateful to be in such a great community to raise their family. Their boys are Garrett and Eric. He currently really enjoys watching the boys in their extracurricular activities. Rob has been involved in numerous volunteer committees over the years.
Rob is licensed for Insurance in the province of Manitoba.
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Anne Smith
Mutual Fund Branch Manager & Financial Advisor
Anne has over 23 years of experience working at Lewis & Jones starting in 1996 under Norm Lewis, then NH Lewis Agencies. She began selling Guaranteed Investment Certificates and later Mutual Funds. Prior to coming to Lewis & Jones she worked for 21 years in the Information Technology sector in Winnipeg. She is able to identify the needs of individuals as well as analyze and recommend products to meet clients’ financial needs and goals. She has plenty of experience handling finances and navigating through complications and regulations in the sometimes confusing area of financial planning. She maintains contact with Desjardins head office for licencing and compliance in her role as Brand Manager of the Mutual Fund Advisors.
Anne enjoys curling, teaching juniors to curl, and gardening. She is active following her daughter Caelyn in her sports & school activities.
Anne is licensed for the sale of Mutual Funds in the province of Manitoba.
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Brett Warbeck, CAIB
Life & Disability Insurance Advisor, Autopac Broker & MPI Manager
Brett is one of three life and disability insurance advisors at the office. He can help you with any life, disability and health insurance needs you have.
Brett works at the front counter helping with MPI throughout the day. He has worked in various roles at Lewis & Jones including MPI, general insurance, life insurance and IT. He strives to be very knowledgeable in all areas he is involved in with an attention to detail to make sure the client is given the knowledge they need to make sure they are insured correctly.
Brett has worked at Lewis & Jones since 2010. He volunteers around the community organizing various sporting events. Ball tournaments and ball leagues. Brett enjoys all sports and is a big Winnipeg Jets fan.
Brett is licensed for Insurance in the province of Manitoba.
Brooklyn Scott, BSc
Financial Advisor
Brooklyn joined Lewis & Jones Group Ltd. in April 2016. She graduated from the University of Manitoba with a Bachelor of Science in 2008 and previously worked at Brandon University as an administrative clerk in Ancillary Services, the Faculty of Education and Faculty of Science . She has completed her Canadian Investment Funds course and Life License Qualification Program and is currently working towards her designation of Certified Financial Planner. She is very appreciative of the wonderful mentors she works with at Lewis & Jones and hopes to provide continuity and support to all current L & J clientele.
Brooklyn is married to Bryce, and has three children Evie, Jasper and Violet. Brooklyn enjoys artistic pursuits, travelling and supporting her children in their various activities. She loves playing women’s hockey and golf. She is passionate about helping others achieve their financial and life goals.
Brooklyn is licensed for Insurance in the province of Manitoba and licensed for the sale of Mutual Funds in the provinces of Manitoba, Saskatchewan and Alberta.
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Candace Andries
General Insurance & Autopac Broker
Candace has wonderful people skills, she is a great listener with a fine attention to detail. She is able to understand client needs and as a result provide awesome customer service. She has been with Lewis & Jones for over 10 years. Starting first in Autopac and graduating to general insurance becoming a member of the Council of Insurance Agents & Brokers.
Candace and her husband Jeff enjoy watching their two sons, Andrew and Dawson participate in hockey and baseball. Candace also loves horseback riding with her horse, Saphire. The latest addition to the Andries family is a puppy, Zoey.
Candace is licensed for General and Auto Insurance in the province of Manitoba.
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Cathy Desrochers
Insurance Broker & Autopac
Cathy is the ‘work wife’ of Travis & Rob and Lewis & Jones Group’s funniest employee. Cathy has been with Lewis & Jones since 1992. She started first as a payroll clerk at NH Lewis Agencies then moved into Autopac duties, taking various MPI courses throughout the years. She has more recently begun to learn the Insurance Side of the Business along with some accounting duties after realizing the insurance side is what she enjoyed the most.
She is currently the President of the Insurance Women of Western Manitoba. She has been a member for approximately 10 years and has sat on many committees since joining. She enjoys golfing, curling and more recently fishing. She is attempting to learn Spanish and loves spending time with family and friends. She is a proud Mama to Mike, and Megan, Grandma to Linkon and partner to Paul. She has one fur baby, Pepe.
Cathy is licensed for General and Auto Insurance in the province of Manitoba.
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Noilah Oddleifson, CAIB
Insurance Broker & Autopac Broker
Noilah began working at Lewis & Jones in November of 2016. She recently earned her CAIB (Canadian Accredited Insurance Broker) Designation through the Insurance Brokers Association of Canada and is completing her Business Administration diploma through distance education with ACC. She helps clients with MPI transactions and travel insurance. Outside of work she enjoys camping, spending time with her dog, and being out on the lake. She skates out of Brandon with Wheat City ConnXion throughout the winter months.
Noilah is licensed for General and Auto Insurance in the province of Manitoba.
Cathy Desrochers, CAIB
Insurance Broker & Autopac Broker
Cathy is the funniest employee at Lewis & Jones - just ask her! Cathy has been with Lewis & Jones since 1992. She started first as a payroll clerk at NH Lewis Agencies then moved into Autopac duties taking various MPI courses throughout the years. In April 1999, Cathy Received her CAIB designation with Honors and began to learn the insurance side of the business. She still enjoys the MPI side, but her main focus is General Insurance processing. Cathy has been a member IWAWM (the Insurance Women of Western Manitoba) for approximately 15 years and has sat on many committees since joining. Currently, she is serving as the President.
Cathy loves spending time with her family and friends and enjoys time at the lake ATV-ing and fishing. She is a proud mama to Mike and Megan, and Grandma to Linkon. Cathy is married to Paul and together they have two fur babies, Pepe & Rosie.
Cathy is licensed for General and Auto Insurance in the province of Manitoba.
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Marlee Cline
Realtor
Marlee is part of our busy Real Estate Team!
Marlee started with Lewis & Jones in June 2015 and is loving it. Marlee brings excellent listening and problem-solving skills to help find clients the homes of their dreams. She has great marketing and tech-skills to sell properties as quickly as possible. She worked in a variety of fields prior to coming to Lewis & Jones, always taking opportunities to further her education whenever possible. Marlee takes great pride in helping people, whether it is helping a seller to sell their home, or helping a buyer to purchase one. She strives to do her very best and ends each day with a sense of accomplishment.
Marlee loves golfing and being on the lake in the summer and watching her step sons play hockey in the winter. Marlee also enjoys singing in the Canatata at Chrismas time. Marlee is married to Craig Cline and has two step sons Camden and Keaton.
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Lorrie Elliot
Investment Team , Administrative Assistant
Lorrie works closely with Anne, Curtis, David and Brooklyn , assisting with policies, processing and managing the paper follow of the Investment department.
Lorrie joined the Lewis & Jones Group Ltd. team in Sept. of 2000 after graduating from Assiniboine Community College Business Administration Program. She completed her Canadian Investment Fund Course in 2002. Her main role in the office is to support the Financial Advisors, and ensure that all the paper flows effectively and efficiently, thus giving Lewis & Jones’ clients the peace of mind knowing their business is being looked after. Her calm and cool demeanor is an asset to the team as a whole.
Lorrie spends her spare time cheering on her children in their extracurricular activities. When she is not at the hockey rink or ball diamond, Lorrie, her husband, Doug, and their four children can be found camping and just enjoying the outdoors.
Lorrie is licensed for the sale of Mutual Funds in the province of Manitoba.
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Travis Hilhorst, CAIB
Insurance Broker
Travis has a background in construction which makes him a valuable asset to the Lewis & Jones Insurance team. Travis has worked at Lewis & Jones for over 10 years and previously worked as a cabinet maker. Travis is available for your insurance sales and claim service needs in the residential, farm and commercial departments. He enjoys travelling to watch sports. He and his wife Bev, have two daughters, Breanne & Cejay.
Travis is licensed for General Insurance in the province of Manitoba.
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Amy Helliwell
Insurance Broker & Autopac Broker
Meet Amy! She recently celebrated her 2-year anniversary with Lewis & Jones and has been working in the insurance field for approximately 6 years now. Amy loves meeting new people through the Autopac business, and genuinely enjoys helping people save on their insurance. She moved to Killarney when her husband Marc became a member of Southwest vac. She has 4 children and loves being outdoors, playing sports, spending time at the lake, and being with family. She is excited to start her new adventure with Lewis and Jones!
Amy is licensed for General and Auto Insurance in the province of Manitoba.
Kyle Peters
Insurance Broker
Kyle is the newest addition to the General Insurance Team! Kyle grew up on a farm near Killarney and has an agricultural background. He attended Bottineau College in the US before returning to Manitoba to finish his Bachelor of Arts with a major in Business Administration, and a minor in Economics, at Brandon University. Kyle is working in the General Insurance Team alongside Travis Hilhorst and Rob MacDonald. He is an active hockey player (Go Shamrocks!), and enjoys golf in the summer.
Kyle is licensed for General Insurance in the province of Manitoba.
Lorette Delaurier
Investment Team, Administrative Assistant
Lorette is our newest addition to the Lewis & Jones Team! Lorette graduated from ACC with a Bachelor in Business Administration in 2006. Lorette originally hails from St. Rose, Manitoba, and comes to us by way of Brandon . She spent three enriching years in Italy and has worked in various positions in business administration, payroll, insurance and has 8 years experience with MPI. She will be working alongside Lorrie Elliott in the Investment Department supporting the Financial Advisors Anne, Brooklyn, Curtis and David. Lorette is passionate about assisting others whenever possible and is excited to embark on a new journey with the remarkable team at Lewis & Jones. In her spare time Lorette enjoys wreath making, sketching, painting, traveling, and cherishing time with her son Jack.