Business Details
44 Years
experience
Your Trusted Financial Partner in Winnipeg
Established in 1982, we are a Winnipeg-based financial advisory firm led by Certified Financial Planner Kerry Knudsen. Our client-centered approach prioritizes unbiased, comprehensive strategies tailored to individual needs. With over 30 years of experience, we specialize in business succession, investment management, retirement planning, and estate solutions for individuals and business owners. Our methodology combines proven financial principles with personalized analysis to deliver optimal outcomes.We provide access to Canada's top fund managers and private investment opportunities for high-net-worth clients. Our team simplifies complex financial matters through transparent communication and strategic guidance, focusing on long-term client relationships built on trust and expertise.
Services
Investments & Retirement Planning
Insurance & Estate Planning
Business Succession Planning
Tax Strategy Consultation
Wealth Management
Details
- Year established: 1982
Highlights and features
- 30+ years of specialized financial planning experience
- Client-centered, unbiased advisory approach
- Comprehensive investment portfolio analysis services
- Access to Canada's top professional fund managers
- Tailored business succession and estate planning solutions
Associations and certifications
- Certified Financial Planner
- CFP
Services
Investments & Retirement Planning
We develop personalized investment strategies aligned with retirement goals using registered accounts and private investment options. Our approach combines tax-efficient planning with access to top-tier fund managers. Clients receive ongoing portfolio reviews and adjustments to maintain alignment with evolving financial objectives and market conditions.
Insurance & Estate Planning
Our insurance solutions analyze life, disability, and critical illness coverage needs while creating comprehensive estate plans. We help clients establish wills, trusts, and business succession frameworks that ensure asset protection and smooth wealth transfer according to their specific requirements.
Business Succession Planning
We specialize in creating customized business exit strategies including shareholder agreements, key-person insurance, and leadership transition plans. Our services ensure business continuity while addressing tax implications and preserving family legacy for business owners preparing for retirement or unexpected events.
People
Kerry Knudsen
Certified Financial Planner
With over 30 years of experience, Kerry Knudsen is a Certified Financial Planner who graduated in Business Administration. He specializes in creating comprehensive financial strategies for individuals and business owners, focusing on investment management, retirement planning, and estate solutions since 1982.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, estate strategies, business succession planning, and insurance needs analysis tailored to individual circumstances.
Do you work with business owners specifically?
Yes, we specialize in business succession planning, shareholder agreements, employee benefit plans, and key-person insurance solutions designed for business owners' unique requirements.
What investment options are available?
We offer access to Canada's leading professional fund managers, private investment pools, alternative strategies, and registered accounts like RRSPs, TFSAs, and RESPs for diverse portfolio construction.
How do you approach estate planning?
Our estate planning process includes will reviews, beneficiary designations, tax-efficient wealth transfer strategies, and business succession frameworks to ensure your legacy aligns with your intentions.
Are you regulated financial professionals?
Yes, our advisors hold Certified Financial Planner (CFP) designations and adhere to strict regulatory standards through the Financial Planning Standards Council and provincial securities commissions.
How can I get started with financial planning?
Contact us through our website or phone number to schedule a consultation where we'll discuss your financial goals, current situation, and develop a customized roadmap to achieve your objectives.
