Business Details
17 Years
experience
Your Trusted Financial Planning Partner in Manitoba
At Cascade Financial Group, we specialize in creating personalized financial strategies designed to help clients achieve their unique goals, whether long-term retirement planning or immediate needs like business development and family protection. Our team works closely with individuals and businesses to develop comprehensive plans that address financial security, investment growth, and insurance coverage. With a focus on tax efficiency and risk management, we provide tailored solutions that evolve with our clients' changing circumstances.Our commitment to continuity ensures that clients receive consistent service through generational transitions, supported by a team of experienced professionals. We pride ourselves on transparent communication, client education, and leveraging in-house expertise to deliver actionable financial outcomes.
Services
Financial Planning
Investment Planning
Insurance Planning
Business Financial Services
Group Benefits
Details
- Year established: 2009
Highlights and features
- We offer personalized financial strategies tailored to individual client needs
- Our team includes Certified Financial Planners with decades of combined experience
- We provide comprehensive solutions spanning financial, investment, and insurance planning
- Our continuity model ensures consistent service through generational transitions
- We coordinate with accountants and legal professionals for holistic planning
Services
Financial Planning
We create customized financial plans to help individuals and families achieve their unique goals. Our process begins with understanding client objectives through detailed consultations, then implementing tax-efficient strategies for retirement, education funding, and legacy planning. Regular reviews ensure plans adapt to changing life circumstances and market conditions.
Investment Planning
Our investment approach focuses on risk-appropriate strategies tailored to client goals. We use a disciplined process to construct diversified portfolios, regularly monitoring and rebalancing to maintain alignment with objectives. Our team leverages market insights and tax optimization techniques to maximize long-term growth potential while managing volatility.
Insurance Planning
We help clients protect against financial risks through comprehensive insurance solutions. This includes term and permanent life insurance, disability coverage, and critical illness protection. Our approach ensures adequate safeguards for families and businesses while optimizing tax benefits and estate planning considerations.
Business Financial Services
We assist business owners with succession planning, buy-sell agreements, and key person insurance. Our services address corporate tax strategies, asset transfer optimization, and employee benefits programs. We coordinate with legal and accounting professionals to implement solutions that support business continuity and personal wealth objectives.
Group Benefits
Our group benefits solutions help businesses implement cost-effective employee benefit plans. We design programs that include health, dental, and disability coverage with modern administration tools. These plans enhance employee satisfaction while providing tax advantages for employers through streamlined claims processing and management support.
People
Tanner Irwin
President
Certified Financial Planner with over a decade of experience guiding clients through financial planning. Focuses on education-based advising to help clients achieve stress-free wealth management.
Ralph Irwin
Founder with extensive experience in financial services. Established Cascade Financial Group in 2009 after personal health challenges highlighted the need for long-term planning continuity.
Thomas Johnson
Experienced financial advisor specializing in investment strategies and insurance solutions. Works closely with clients to develop comprehensive protection and growth plans.
Hans Minish
Financial professional with expertise in both personal and business financial planning. Focuses on creating tailored solutions that address specific client needs and objectives.
Graham Stephens
Advisory team member with experience in wealth management strategies. Collaborates with clients to implement effective financial plans that adapt to changing life circumstances.
Questions
What areas do you serve?
We serve clients in Manitoba, Saskatchewan, Alberta, and British Columbia.
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, education funding, and estate planning.
Do you work with both individuals and businesses?
Yes, we offer tailored solutions for both individual investors and business owners.
What investment approaches do you use?
We employ diversified, risk-appropriate strategies with regular portfolio monitoring and rebalancing.
How do you handle insurance planning?
We offer life, disability, and critical illness insurance solutions tailored to personal and business needs.
Can you help with employee benefits programs?
Yes, we design group benefits solutions for businesses including health and dental coverage.
