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Rita Burgess

Branch Administrator/Financial Planning Assistant

Rita is the Branch Administrator and Financial Planning Assistant with 20+ years' experience in planning and over 40 years' experience in financial services. Rita's passion is applying her financial knowledge to develop personalized plans for each of our clients.


's Quote

One of her favorite quotes is:

“A goal without a plan is just a wish.” – Antoine de Saint-Exupery.

She partners with industry professionals, which include accountants, lawyers, insurance and lending specialists to build plans that are proactive, flexible and successful.

Rita and her husband Brian are the proud parents of three adult children and are Nana & Grandpa to two awesome grandchildren.

Although Rita is a devoted Winnipeg Blue Bomber and Winnipeg Jets fan, you are just as likely to see her at a theatre or ballet performance.

Rita is a passionate community volunteer, currently serving on the Friends of the Winnipeg Public Library Board. Over the years she has been involved in the community in many ways; the United Way, AAA Hockey and the Winnipeg Public Library Board, to name a few. Making a positive difference in our great city is important to Rita.