Business Details
Your Trusted Financial Planning Partner in Winnipeg
At YourStyle Financial, we prioritize helping clients achieve balance across their financial, educational, spiritual, and physical goals. Our team of certified advisors offers personalized financial planning services tailored to individual needs, including life insurance, savings strategies, retirement planning, and wealth management. With decades of combined experience, we focus on creating actionable plans that align with clients' unique circumstances. Our approach integrates tax-efficient strategies, investment vehicles, and risk management solutions to safeguard purchasing power against inflation, taxes, and fees.We emphasize joint decision-making and multi-generational planning to ensure long-term financial security. Client testimonials highlight our commitment to transparency, expertise, and compassionate service. Whether you're navigating life transitions or building a secure future, we provide the tools and guidance to help you succeed. Our Winnipeg-based team remains dedicated to empowering clients through education, customized solutions, and ongoing support.
Services
Life Insurance
Savings and Investing
Retirement Planning
Income Replacement
Dependent Life Insurance
Group RRSP
Deferred Profit Sharing
Registered Pension Plans
Individual Pension Plans
Highlights and features
- We offer personalized financial plans tailored to individual life stages and goals.
- Our team includes certified advisors with decades of combined industry experience.
- We specialize in tax-efficient strategies to protect wealth against inflation and fees.
- Our multi-generational planning approach ensures long-term family financial security.
- Client testimonials highlight our transparent, compassionate, and results-driven service.
Associations and certifications
- Certified Financial Planner (CFP)
- Real Wealth Management (RWM)
What people say
Excited about financial future
Good money management habits
No student loans burden
Trusted financial partner
Clear pros and cons explained
Services
Life Insurance
Life insurance safeguards against financial loss from death, offering term policies and conversion options to permanent coverage. We help clients evaluate group policies, individual plans, and dependent coverage amounts. Our solutions address millennials' needs and provide security for families during employment transitions.
Savings and Investing
We design personalized savings strategies using RRSPs, TFSAs, LIFs, and investment vehicles like stocks, bonds, and annuities. Our approach balances living expenses, protection needs, and tax efficiency while aligning with clients' life stages and financial goals through the Real Wealth Management Plan.
Retirement Planning
We create retirement strategies integrating government plans, group RRSPs, and individual pension solutions. Services include income replacement analysis, tax-sheltered investment options, and phased retirement income planning to ensure financial stability post-employment.
Income Replacement
Short- and long-term disability plans protect income during illness or injury. We coordinate coverage with Employment Insurance and CPP, offering customizable waiting periods and benefit durations up to age 65 for comprehensive financial security.
Group Retirement Plans
We implement employer-sponsored plans including group RRSPs, deferred profit sharing, and registered pension plans. Services cover contribution matching structures, employee eligibility frameworks, and tax-advantaged retirement savings options for businesses of all sizes.
People
Doug Buss
President
Certified Financial Planner with over 20 years of experience, Doug Buss specializes in multi-generational wealth management and tax-efficient strategies. He focuses on personalized client education and long-term financial security solutions.
Sean McDermid
Financial Advisor
As a certified advisor, Sean McDermid combines expertise in corporate finance with individual wealth management. He specializes in retirement planning and investment strategies tailored to business owners and professionals.
Nico Dubois
Associate Advisor
Marketing Assistant and associate advisor Nico Dubois supports clients with financial education and plan implementation. He focuses on simplifying complex financial concepts for young professionals and new investors.
Questions
What financial planning services do you offer?
We provide life insurance, retirement planning, savings strategies, income replacement, and corporate retirement plans tailored to individual and business needs.
How do you personalize financial plans?
We analyze your life stage, goals, and risk tolerance to create customized plans using RRSPs, TFSAs, and tax-efficient wealth management strategies.
Can you help with business retirement plans?
Yes, we implement group RRSPs, deferred profit sharing plans, and registered pension plans for employers seeking tax-advantaged employee benefits.
What makes YourStyle Financial different?
Our client-centric approach combines multi-generational planning, tax efficiency expertise, and decades of local experience with certified advisors.
Do you work with young families?
Yes, we specialize in helping young families with dependent insurance, education savings (RESPs), and foundational wealth-building strategies.
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