Business Details
23 Years
experience
Your Trusted Wealth Management Partner in Winnipeg
Foster Agency has been dedicated to empowering individuals, families, and businesses to achieve their financial goals through personalized wealth management strategies. With nearly two decades of experience, our team prioritizes understanding each client's unique aspirations and crafting coordinated solutions that align with their values. We collaborate with trusted professionals, including accountants and legal experts, to provide comprehensive guidance in investment management, risk mitigation, and tax planning. Our founder, Guil Perreault, brings a legacy of financial expertise and community engagement, ensuring every decision reflects both professional rigor and a commitment to fostering long-term trust.We specialize in goals-based wealth management, structuring capital pools with distinct objectives to create a cohesive financial roadmap. Our fiduciary approach emphasizes transparency, ethical practices, and a focus on outcomes that matter most to clients. Active in local community initiatives, we believe in giving back while delivering value-driven financial solutions tailored to evolving needs.
Services
Wealth Management
Investment Management
Risk Management
Tax Planning
Estate Protection
Details
- Year established: 2003
Highlights and features
- 20 years of experience in personalized wealth management
- Collaborative approach with certified professionals
- Community-focused values and local involvement
- Fiduciary duty prioritizing client best interests
- Goals-based investment strategies with measurable outcomes
Associations and certifications
- Certified Financial Planner (CFP)
- Certified Investment Managers (CIM)
- Certified Cashflow Specialist (CCS)
Services
Wealth Management
Our wealth management services focus on aligning financial resources with life goals through customized strategies. We assess individual priorities, create structured capital pools, and coordinate with legal and tax experts to ensure comprehensive solutions. With a fiduciary approach, we prioritize long-term value creation while maintaining flexibility for evolving needs.
Investment Management
We offer discretionary portfolio management with income-driven strategies and separately managed accounts. Our team emphasizes fiduciary responsibility, selecting investments that align with client objectives while maintaining transparency in decision-making processes. Regular performance reviews ensure alignment with changing market conditions.
Risk Management
Our risk management services protect assets through tailored insurance solutions and estate planning strategies. We address creditor protection concerns and develop contingency plans to safeguard financial security. This includes evaluating insurance products and structuring frameworks for long-term stability.
Tax Planning
We implement strategies to minimize tax liabilities through efficient income distribution and savings vehicles. Services include analyzing incorporation options, maximizing tax-free savings accounts, and developing structures for optimal tax efficiency while maintaining compliance with regulatory requirements.
People
Guil Perreault
Wealth Advisor
Certified Financial Planner with 20 years of experience, Guil specializes in goals-based wealth management. He collaborates with professionals to deliver tailored solutions while actively coaching local sports teams and serving on the Manitoba Chiropractic Association committee.
Questions
What areas do you serve?
We primarily serve Winnipeg, Manitoba, with tailored financial solutions for local clients.
What certifications do your advisors hold?
Our team includes Certified Financial Planners, Certified Investment Managers, and Certified Cashflow Specialists.
How do you approach investment management?
We use goals-based strategies with separate capital pools, prioritizing fiduciary responsibility and income-driven portfolios.
Do you work with other professionals?
Yes, we collaborate with accountants, lawyers, and investment specialists to provide comprehensive solutions.
