Business Details
49 Years
experience
Independent Financial Advisers in Winnipeg
Courts Financial Group is a family-owned and operated financial advisory firm serving Winnipeg for over 40 years. We specialize in providing independent financial advice tailored to individuals and small businesses, with expertise in investment planning, retirement strategies, insurance solutions, and estate planning. Our team of certified professionals maintains affiliations with leading industry organizations, including the Financial Advisors Association of Canada (Advocis) and the Conference for Advanced Life Underwriting (CALU). We operate independently of banks, credit unions, and insurance companies, ensuring unbiased recommendations focused solely on client needs.With decades of experience navigating economic uncertainties, we deliver personalized financial strategies designed to adapt to evolving life circumstances. Our commitment to ongoing education and proactive client support ensures clients receive up-to-date solutions aligned with their long-term goals. We coordinate financial products from multiple providers while maintaining transparency in our compensation structure, which is directly paid by service providers upon client approval. Our team includes Certified Financial Planners and investment specialists dedicated to helping clients achieve financial security through holistic planning.
Services
Investment Planning
Retirement Strategies
Tax-Free Savings Accounts
Annuities
Registered Education Savings Plans
Life Insurance
Disability Insurance
Critical Illness Insurance
Homeowner Insurance
Business Insurance
Details
- Year established: 1977
Highlights and features
- We operate independently of banks and insurance companies for unbiased advice.
- Our team includes Certified Financial Planners with decades of local experience.
- We offer comprehensive solutions spanning investments, insurance, and estate planning.
- Our compensation structure ensures transparency and alignment with client interests.
- We maintain industry-leading affiliations demonstrating professional excellence.
Associations and certifications
- Financial Advisors Association of Canada (Advocis)
- Conference for Advanced Life Underwriting (CALU)
- Canadian Investment Regulatory Organization (CIRO)
- Manitoba Securities Commission
- PPI Advisory/Solutions
- Canadian Investor Protection Fund (CIPF)
- FP Canada
Services
Investment Planning
We provide comprehensive investment planning services tailored to individual financial goals. Our team offers access to diverse investment vehicles through multiple providers while maintaining independence from financial institutions. With expertise in registered and non-registered accounts, we help clients build and maintain portfolios aligned with their risk tolerance and long-term objectives. Our ongoing monitoring ensures strategies adapt to changing market conditions and personal circumstances.
Retirement Strategies
Our retirement planning services focus on creating sustainable income streams for post-career life. We specialize in registered retirement savings plans, annuities, and tax-efficient withdrawal strategies. The team helps clients determine optimal retirement timelines while considering government benefits and personal savings. We provide ongoing adjustments to ensure retirement plans remain viable through market fluctuations and evolving personal needs.
Life Insurance
We offer life insurance solutions from multiple providers to protect families and businesses. Our services include term life, permanent life, and critical illness coverage options. The team assesses individual needs to recommend appropriate coverage levels while considering estate planning and business succession requirements. We provide ongoing policy reviews to ensure continued suitability as life circumstances change.
Business Insurance
Our business insurance services provide risk management solutions for commercial operations. We offer liability coverage, business interruption insurance, and specialized policies tailored to specific industries. The team works with clients to identify potential risks and implement comprehensive protection strategies. We maintain relationships with multiple insurers to secure competitive rates while ensuring adequate coverage for business assets and operations.
Estate Planning
We provide estate planning services focused on efficient wealth transfer and tax minimization. Our approach integrates life insurance, trusts, and legal documentation to ensure client wishes are fulfilled. The team collaborates with legal and tax professionals to create comprehensive plans addressing asset distribution and business succession. We help clients navigate complex regulations to protect their legacy for future generations.
People
Ed Kurtz
Financial Advisor
Founder with over 40 years of experience in financial services. Certified life insurance specialist and member of CALU and Advocis. Focuses on business succession and retirement planning.
Ken Kurtz
Financial Advisor
25+ years of experience in wealth creation strategies. Specializes in employee benefit programs for small businesses. Active in local community initiatives and charitable organizations.
Kerri Kurtz
General Insurance Broker
Licensed insurance professional with expertise in commercial and personal insurance solutions. Member of Insurance Brokers Association of Manitoba. Provides competitive coverage options for diverse client needs.
Ryan Kurtz
Certified Financial Planner
CFP and CIM designations holder. Specializes in holistic financial planning for young professionals and families. Committed to ongoing education and client-focused investment strategies.
Questions
What makes Courts Financial Group different from bank advisors?
We operate independently of financial institutions, providing unbiased advice without proprietary product requirements.
What investment options do you offer?
We provide access to investment funds and guaranteed products through multiple companies including banks and mutual fund providers.
Do you offer business insurance solutions?
Yes, we offer commercial insurance including liability coverage, business interruption insurance, and specialized policies.
How can I schedule a consultation?
Visit our website to book a 60-minute meeting with Ryan Kurtz through our online scheduling system.
What areas do you serve?
We primarily serve clients in Winnipeg and surrounding Manitoba communities.
Are your financial planners certified?
Yes, our team includes Certified Financial Planners (CFP) and professionals with CIM designations.
