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Text Content

Two Meridian Crossings,, Suite 450,, Minneapolis, MN 55423

(612) 243-3201
Client Login
Menu


 * Home
 * Home
 * About 
   * Meet the team
   * Kyle Schiffler - National Honor Associate
   * About Equitable Advisors
   * The Wharton Experience
 * What we do 
   * Why work with us
 * Who we serve 
   * Individuals and families
   * Businesses
 * Tools & resources 
   * Market watch
   * Client Forms
   * Customer support
   * Discovery Survey
 * Request an Appointment

Client Login



FINANCIAL STRATEGIES THAT ADAPT TO YOUR EVOLVING LIFE



The right financial guidance can do more than help you achieve the goals you
have today. It can open up a world of possibilities and guide you toward your
most fulfilling future.




Request an Appointment


OUR ADVISOR TEAM HAS AN AVERAGE OF OVER 25 YEARS OF EXPERIENCE.


Canopy Financial Group is a caring group of elite financial professionals
distinguished for achieving the highest standard of professionalism and service.
Our advisor team has an average of over 25 years of experience.

 * Partners: Paul Borchert, Kyle Kirsch, Kyle Schiffler
 * Associates: Vic Benetti, Jay Bibelheimer, Charles Bremer, Jim Healy, Victor
   Kirsch, Bryant Lundahl, Brian Wanous
 * Staff Members: Helen Brooke, Louisa Cadwell, Carol Landseidel, Nicole Larson,
   Michelle Robins, Laurie Stern, and Peg Voigt.

We aim to help you understand the opportunities and potential rewards that are
available when you take a proactive approach to your financial situation with a
better understanding of the financial concepts behind insurance, investing,
retirement, estate planning, and wealth preservation. Most important, we hope
you see the value of working with skilled professionals to pursue your financial
goals.

We are here to help educate you about the basic concepts of financial and risk
management. Under Tools & resources, you will find a wealth of information in
the form of newsletter articles, calculators, and research reports. We hope you
take advantage of these resources and visit our website often. Be sure to add
our site to your list of "favorites" in your Internet browser. We frequently
update our information, and we wouldn't want you to miss any developments.


OUR SERVICES



Whether you run a business, have a family, or just need wealth management
guidance for yourself, we can provide financial strategies that can adapt to
your changing needs and the evolving life you live.


FINANCIAL PLANNING1


ASSET MANAGEMENT


ESTATE PLANNING


RETIREMENT PLANNING


WHY WORK WITH A FINANCIAL PROFESSIONAL



We understand that financial guidance is about more than just money. It’s about
appreciating who you are and what you want in life. Then working with you to
design a comprehensive, personalized financial strategy that fits your goals
today and your vision of tomorrow. It’s about helping you build a fulfilling
future, your way.


WE ARE HERE FOR YOU

 * To understand your situation – The most important work we do is getting to
   know who you are. 
 * To respect your assets – We listen, learn, and build on your existing assets
   while respecting the choices you’ve already made.


WE WORK ALONGSIDE YOU

 * To educate you on your options – When you have questions, we’ll be ready with
   answers and the options to help you achieve your goals and objectives.
 * To provide clear recommendations and financial strategies – With insight and
   clarity, we guide you as you make some of your own life’s most important
   decisions.


WE EVOLVE WITH YOU

 * To track your progress – We help you understand financial performance and,
   more specifically, progress toward the goals you’ve communicated to us.
 * To stay in touch – With products and services designed for you at every stage
   of life, we help you secure your well-being, so you can live the life that’s
   most meaningful to you.


CHOOSING THE RIGHT FINANCIAL PROFESSIONAL
FOR YOUR WEALTH MANAGEMENT NEEDS

We understand how difficult it can be to plan for the future. That’s why you and
your family will never feel like you are walking this path alone. Instead, we
want to work with you, in a true collaboration, so your vision is combined with
our experience in helping people systematically reach their goals.


THE RIGHT FINANCIAL STRATEGY CAN MAKE ALL THE DIFFERENCE

We are a full-service wealth management firm committed to helping people pursue
their financial goals. Our advisory team offers a wide range of financial
products and services to individuals and business owners and are dedicated to
helping you identify your goals and make sound decisions to help you
successfully reach them.

BRIAN WANOUS, CFP®

Financial Advisor - Minneapolis, MN

(612) 243-3218

BrianW@canopyfg.com



BRYANT LUNDAHL, CFP®, CHFC, CLU

Financial Advisor - Victoria, MN

(952) 443-0634

BryantL@canopyfg.com



CHARLES BREMER, CFP®, CDFA®

Financial Advisor - Minneapolis, MN

(612) 243-3222

CharlesB@canopyfg.com



JAMES HEALY, RICP®

Retirement Planning Specialist - Victoria, MN

(952) 442-9211

JimH@canopyfg.com



JAY A. BIBELHEIMER, CFP®, RICP®

Financial Advisor - Minneapolis, MN

(612) 243-3217

JayB@CanopyFG.com



KYLE J. SCHIFFLER, CFP®, CHFC, CLU, AIF, CPFA

Retirement Planning Specialist - Minneapolis, MN

(612) 243-3244

(612) 243-3280

KyleS@CanopyFG.com



KYLE V. KIRSCH, CFP®, AIF, CPFA

Retirement Planning Specialist - Minneapolis, MN

(612) 243-3255

KyleK@CanopyFG.com




READY TO CONTACT US?


Name
Email
Address
Phone
Question
Submit
Thank you!
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CONTACT

Office: (612) 243-3244

Fax: (612) 243-3280

Two Meridian Crossings

Suite 450

Minneapolis, MN 55423

contact@canopyfg.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Duly registered and licensed financial professionals offer securities through
Equitable Advisors, LLC (NY, NY 212-314-4600, member FINRA, SIPC (Equitable
Financial Advisors in MI & TN), offer investment advisory products and services
through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer
annuity and insurance products through Equitable Network, LLC (Equitable Network
Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of
Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity
Employer - M/F/D/V. Equitable Advisors and its associates and affiliates do not
provide tax, accounting, or legal advice or services. Financial Professionals
may solicit and transact business and/or respond to inquiries only in state(s)
in which they are properly registered and/or licensed. For more information
about Equitable Advisors, LLC you may visit https://equitable.com/crs to review
the firm's Relationship Summary for Retail Investors and General Conflicts of
Interest Disclosure.
Click here for other important information & disclosures.
Canopy Financial Group is not owned or operated by Equitable Advisors or
Equitable Network.