Foster Agency

G.Perreault Financial Inc. is a private wealth management office located in the heart of Winnipeg, Manitoba. Our mission is to oversee and manage the holistic wealth of individuals, families, and businesses to help them achieve their financial objectives. We believe in a goals-based wealth management approach, where each pool of capital is managed in a coordinated and coherent manner to achieve the overall objectives of the family or private investor.

Our team is led by Guil Perreault, CFP, a wealth advisor with nearly 20 years of experience in the industry. Guil has a passion for helping others achieve financial independence, having witnessed his parents' success in retiring early. He has pursued the necessary designations and licensing to become a Certified Financial Planner (CFP), and is currently completing his Certified Investment Manager's designation (CIM) and a Certified Cashflow Specialist designation (CCS).

At G.Perreault Financial Inc., we believe in creating and fostering relationships with our clients, and giving back to the community. Guil is an active member of his community, coaching hockey and baseball, and has been an active participant on the Standard Committee for the Manitoba Chiropractic Association for the past 15 years.

1. Wealth Management

We take a consultative approach to wealth management, addressing the needs and wants of affluent individuals by providing the appropriate financial products and services. Our objective is to understand our clients and their unique situations, so that we can provide tailored solutions to meet their specific goals.

2. Investment Management

We offer fee-based discretionary portfolio management and separately managed accounts. Our portfolio managers act as fiduciaries, with a duty to act in our clients' best interests. We offer income-driven portfolios, and take a prudent approach to investment management, with a focus on long-term wealth creation.

3. Risk Management

We offer risk management services, including estate protection and insurance solutions. We work with our clients to identify potential risks and provide appropriate solutions to mitigate those risks.

4. Tax Planning

We offer tax planning services to help our clients minimize their tax burden. We provide advice on tax-advantaged income distribution, tax-free savings, and incorporation options.

At G.Perreault Financial Inc., we are committed to fostering long-term relationships with our clients. We take a holistic approach to wealth management, and offer tailored solutions to meet our clients' unique needs and objectives. We are dedicated to helping our clients achieve their financial goals, and providing exceptional service along the way.