Business Details
37 Years
experience
Your Trusted Financial Planning Partner in Winnipeg
Edmond Financial Group has been dedicated to providing comprehensive financial planning services for over three decades. Our mission is to help individuals and businesses achieve their unique financial goals through personalized strategies and expert guidance. With a team of accredited professionals, we combine extensive experience with a commitment to sustainability and community impact. We specialize in retirement planning, estate management, tax minimization, and insurance solutions tailored to each client's needs. Our approach emphasizes transparency, trust, and exceptional service, ensuring clients feel supported throughout their financial journey.As an independent solutions provider, we leverage a vast network of partners to deliver high-quality products and services. Our historic office location in Winnipeg reflects our deep roots in the community, while our forward-thinking mindset drives innovation in financial planning. We pride ourselves on balancing technical expertise with genuine care, making complex financial concepts accessible and actionable for every client.
Services
Financial Planning
Retirement Strategies
Estate Management
Tax Minimization
Insurance Solutions
Group Benefits
Business Succession Planning
Investment Advisory
Risk Management
Wealth Preservation
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of experience in personalized financial planning
- Our team includes accredited professionals with specialized expertise
- We provide comprehensive solutions tailored to individual business needs
- We maintain transparent, client-centric communication throughout the process
- Our community-focused approach combines local knowledge with national resources
Associations and certifications
- Advocis, The Financial Advisors Association of Canada
- Conference for Advanced Life Underwriting
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps to help clients achieve personal and business financial objectives. We analyze current assets, future goals, and risk tolerance to develop strategies that optimize investment growth and resource allocation. With expertise in market trends and regulatory requirements, we provide actionable guidance to build long-term financial security while maintaining flexibility for life's changes.
Retirement Strategies
We design retirement plans that balance current lifestyle needs with future financial security. Our approach considers tax implications, investment vehicles, and income optimization techniques to maximize retirement savings. By evaluating pension plans, RRSPs, and alternative investment options, we help clients create sustainable income streams while minimizing tax liabilities during retirement transitions.
Estate Management
Our estate planning service ensures assets are distributed according to client wishes while minimizing tax burdens. We coordinate wills, trusts, and insurance solutions to preserve wealth for beneficiaries. Through strategic gifting and succession planning, we help clients navigate complex tax regulations and create lasting legacies for families and charitable organizations.
Insurance Solutions
We offer tailored insurance products that protect against financial risks from disability, critical illness, or death. Our solutions include term and permanent life insurance, disability coverage, and health benefits plans. By assessing individual needs and family circumstances, we create protection strategies that maintain financial stability during unexpected life events while aligning with overall financial objectives.
Group Benefits
We help businesses design competitive benefits packages to attract and retain talent. Our solutions include dental, health, disability, and retirement plans tailored to organizational needs. We assist with plan selection, cost optimization, and compliance requirements, ensuring employers provide valuable benefits while maintaining financial sustainability for their operations.
People
Paul Edmond
President
Paul Edmond leads Edmond Financial Group with over 30 years of experience in financial services. As a Certified Financial Planner, he specializes in creating comprehensive wealth management strategies for individuals and businesses.
Scott Warwaruk
Financial Advisor
Scott Warwaruk provides personalized financial advice with expertise in investment strategies and retirement planning. He holds a Bachelor of Commerce degree and works closely with clients to achieve long-term financial goals.
Maureen Fergus
Managing Director
Maureen Fergus oversees operations with an MBA and extensive financial industry experience. She focuses on strategic planning and client relationship management, ensuring high standards of service delivery across all business areas.
Derek Edmond
Financial Advisor
Derek Edmond offers financial advisory services with specialized knowledge in investment products and retirement income strategies. He combines technical expertise with personalized guidance to help clients navigate complex financial decisions.
Nancy Edmond
Manager, Special Projects
Nancy Edmond manages special projects with a Master's degree in Arts and Certified Payroll Professional designation. She focuses on innovative financial solutions and community engagement initiatives for the firm.
Questions
What financial planning services do you offer for individuals?
We provide comprehensive personal financial planning covering retirement strategies, estate management, tax optimization, and insurance solutions tailored to individual needs and goals.
How can you help businesses with employee benefits?
We assist businesses in designing competitive group benefits packages including health, dental, disability, and retirement plans to attract and retain quality employees.
What makes your estate planning services unique?
Our estate planning combines tax minimization strategies with personalized wealth transfer solutions to ensure assets are distributed according to client wishes while preserving value for beneficiaries.
Do you offer specialized insurance products?
We provide customized insurance solutions including life, disability, critical illness, and health coverage to protect against financial risks and ensure family security.
How do you approach retirement planning?
We create personalized retirement strategies considering current assets, income needs, and tax implications to ensure sustainable financial security during retirement years.
What areas do you serve?
While based in Winnipeg, Manitoba, we serve clients across Canada through personalized financial planning services adapted to regional economic conditions and client needs.
