ABOUT

Dream Retirement Planning Ltd.

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Dan Steinkey, BComm(Hons), CFP® CIM® CHS CEA

Insurance & Wealth Advisor

For over 25 years, my intention has been to educate first and then we can discuss whether or not I can actually help someone. This philosophy has been applied both for myself and my clientele. I am never one to be in a hurry to move on to the next person and believe that informed decisions are long-lasting decisions.

I am continuously upgrading my industry knowledge through designations which I believe will allow me to add value to people’s lives, without having to charge ever-increasing fees. This goes beyond the typical planning services of being a Certified Financial Planner charterholder, to helping and supporting executors through my Certified Executor Advisor designation.

My passion is helping families, small business owners, and incorporated professionals plan for their retirement, regardless of age. I do not implement account size minimums, nor do I have targets for revenue by household. My preference is to work with people I like who actually need my services. There is no way that anyone can get along with everyone, so why not work with people you want to spend time with?

Outside of the office, I enjoy spending time with my wife Adrienne and our two young boys, playing pickle ball, cooking up a storm, and enjoying fine wine with friends.

Drummond Brown, CLU, CH.F.C.

Insurance and Wealth Advisor

Drummond is a distinguished professional with over 45 years of invaluable experience in the financial services sector. His extensive journey in the industry has been marked by a commitment to excellence and a passion for providing top-notch financial advice.

He holds the prestigious designations of Chartered Life Underwriter and Chartered Financial Consultant, reflecting his dedication to maintaining the highest standards of professionalism and expertise. As an esteemed member of Advocis, the national association of financial and life insurance advisors, he has actively contributed to the growth and development of the industry. 

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Throughout his illustrious career, Drummond has been fortunate to have served on numerous industry committees, showcasing his leadership skills and commitment to shaping the financial landscape. Notably, he held the position of President of the Winnipeg Chapter of Chartered Life Underwriters, further solidifying his influence within the industry.

A true expert in financial planning, he seamlessly navigates the spectrum from the kitchen table to the boardroom, employing a comfortable and collaborative style in his business interactions. His wealth of knowledge encompasses various facets, including retirement planning, investment and insurance planning, and the incorporation of life, health, individual medical benefits, and disability products, as well as segregated funds.

Drummond recently formed a strategic association with Dan Steinkey and Dream Retirement Planning. Together, they bring forth a formidable combination of skills and resources, offering clients the very best in financial advice and services.
Specializing in registered savings plans, registered education plans, and registered disability programs, Drummond’s expertise is further underscored by his current sponsorship with Empire Life Insurance Company. Licensed in Manitoba, he is contracted with most major Canadian life insurance companies, ensuring comprehensive coverage for his clients.

With a career steeped in excellence and a commitment to the financial well-being of his clients, Drummond stands as a beacon of reliability and expertise in the ever-evolving realm of financial services.

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Kelly Wilson

Executive Assistant

Kelly joined Dream Retirement Planning Ltd. as a casual employee in 2024 and came aboard full time in January of 2025. With years of experience in customer service and management, Kelly has transitioned to navigating the complex waters of insurance policies and financial plans.
Kelly is the ultimate multitasking mom of four – her days start long before the sun rises and end long after it sets. She is the queen of carpool lanes, master of meal prep and the undefeated champion of finding lost items. Despite the chaos, she manages to keep a smile on her face and a sense of humour in her heart, proving that every financial advisor needs a sidekick who can crunch numbers and crack joke

Elizabeth (Liz) Jones

Office Administration 

Liz joined Dream Retirement Planning Ltd. as a casual employee in early 2018 and came aboard full time in October of that same year. Liz brings a wealth of investment support and office administration experience and has been a key figure in keeping us organized and moving in the right direction.

She has been supporting advisors for 12+ years in delivering timely, professional service to clients and enjoys taking on new challenges. She is a force to be reckoned with, bringing rays of positive energy to the office, and she is looking forward to working with Drummond once again (they worked together at Wellington West a number of years ago).

When she isn’t chained to her desk, she spends her time bike riding, camping, gardening (basically anything that gets her outdoors!), and enjoying her home time with hubby, children, and grandson.

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Jackie Arcega

Advisor

Jackie Arcega is an experienced professional who has successfully transitioned from an 18-year career in food retail and the food and beverage industries to an Insurance Advisor. Honing a diverse skill set in a Store Manager role, Jackie developed a strong foundation in operations management, budgeting, leadership and customer relations, all while driving profitability and operational efficiency.

Holding a Bachelor of Science in Mathematics from the Philippines and further academic credentials in a Business Administration major in Financial Services at the Southern Alberta Institute of Technology (SAIT), Jackie brings a unique blend of analytics to the financial sector. This combination of industry experience and education equips her to offer insightful and comprehensive financial advice to clients, whether it’s for personal, wealth management, or investing strategies. In 2016, Jackie began her journey as an Insurance Advisor, serving numerous clients and helping them achieve their financial goals. She joined Dream Retirement Planning in 2024 and continues to serve clients with dedication.

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Jackie loves helping people through education, by sharing her knowledge and giving people a chance to improve themselves and financial situations. She believes in making an informed decision when planning for a family’s financial future.

In her free time, Jackie enjoys reading business and self-help books. She loves playing indoor or outdoor golf, an activity that allows her to unwind and stay active while continuing to refine her focus and dedication. And she loves spending time with her loved ones and her 4 cats.

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Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.​

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.​

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services

  • Identify roadblocks or gaps that might impact your financial planning strategy

  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

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WHAT IS FINANCIAL SECURITY PLANNING?

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Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.​

As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.​

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement or minimize your current taxes

  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education

  • Provide for your loved ones or heirs in the event of death, disability or critical illness

  • Protect your business and your employees through affordable benefits

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