Browse the Top 23 Financial Advisors Serving Winnipeg, MB

Cascade Financial Group offers personalized financial planning, investment management, and insurance solutions for individuals and businesses. Our client-centric approach focuses on tax-efficient strategies, risk management, and long-term wealth preservation. We serve clients across Western Canada with a commitment to continuity and professional expertise.

Rowswell Realty is a Winnipeg-based commercial real estate brokerage specializing in sales, leasing, and property management for industrial, commercial, and investment properties. With over 45 years of experience, we provide tailored solutions to clients internationally, combining industry certifications, strategic market insights, and a commitment to integrity. Our services emphasize personalized service, 24/7 availability, and a fully integrated approach to meet client needs.

Afig Financial Service Inc. is an independent financial advisory firm specializing in investments, insurance, and personalized financial planning. We help clients achieve financial independence through customized strategies that reduce fees, optimize budgets, and build long-term wealth. Our team of licensed professionals delivers unbiased advice without proprietary product constraints.

Foster Agency provides personalized wealth management services in Winnipeg, Manitoba. Specializing in investment strategies, tax planning, and risk management, we help clients achieve long-term financial objectives through coordinated, goal-oriented solutions. Our team combines industry expertise with a client-centric approach to deliver tailored financial advice.

Driedger Financial Service provides comprehensive financial planning and advisory services to individuals and businesses. Specializing in retirement planning, investment management, and insurance solutions, we help clients achieve financial security through personalized strategies. Our team combines decades of experience with advanced certifications to deliver trustworthy, client-focused financial guidance.

Granite Financial Group provides personalized wealth management solutions tailored to individual financial goals. Specializing in retirement planning, investment management, and estate strategies, we offer unbiased guidance through a comprehensive approach. Our team's decades of experience and industry expertise ensure clients receive informed, adaptive financial strategies.

L S Smith & Associates offers comprehensive financial advisory services for families and business owners. We specialize in tax planning, estate strategies, retirement solutions, and insurance products to help clients grow and protect their wealth.

Green Valley Management specializes in commercial property management, acquisitions, and development services. Since 2000, we have provided tailored real estate solutions for investors, institutions, and family offices. Our expertise spans asset optimization, tenant relations, and strategic redevelopment projects.

Ellement Consulting Group provides tailored pension, benefits, and investment consulting services to organizations across Canada. Specializing in regulatory compliance, strategic growth, and client-centric solutions, we support clients through actuarial expertise, asset management, and administrative excellence. Our mission is to simplify complex financial systems while prioritizing long-term sustainability and member satisfaction.

Cardinal Capital Management is an independent investment firm established in 1992, specializing in disciplined wealth management for individuals, financial advisors, and institutions. Our approach focuses on long-term ownership of quality companies through rigorous research and patient execution. We deliver tailored investment solutions supported by comprehensive market insights and client-focused services.

Warkentin Group specializes in personalized wealth management and retirement planning. Our team delivers customized financial strategies focused on long-term client success. We combine industry expertise with a client-first philosophy to navigate complex financial landscapes.

Courts Financial Group provides independent financial advisory services in Winnipeg, specializing in investment planning, retirement strategies, insurance solutions, and estate planning. With over 40 years of experience, we offer unbiased advice free from institutional affiliations, focusing on personalized strategies for individuals and small businesses. Our team combines deep industry expertise with a commitment to adapting financial plans as client needs evolve.

Ozturk Financial provides independent financial planning and advisory services, specializing in insurance, investment management, and legacy planning. Our client-centric approach combines personalized strategies with ethical standards to help Canadians achieve long-term financial security and wealth preservation.

Clarke Financial Planning & Insurance Services provides customized financial solutions for First Nations communities and businesses. Specializing in group insurance, pension plans, and investment strategies since 1994, we combine Indigenous expertise with certified financial planning to protect client futures. Our Winnipeg-based team offers tailored benefits, segregated funds, and life/disability insurance with a focus on transparency and cultural relevance.

Sawyer Financial delivers personalized financial planning, investment management, and insurance solutions tailored to individual and business needs. Our expertise spans retirement strategies, estate planning, and wealth management, supported by collaborative advisory services and digital resources. We combine industry-leading knowledge with client-centered approaches to foster lifelong financial confidence.

Four Points Financial Solutions is a Winnipeg-based financial advisory firm offering personalized investment, insurance, and retirement planning services. Our team of certified professionals helps clients create comprehensive strategies to manage wealth across life's stages. With a focus on clarity and client empowerment, we deliver tailored solutions that address both immediate needs and long-term financial goals.

Win City Financial Service Financial Services provides personalized financial planning and investment advisory services. We specialize in retirement strategies, insurance solutions, and tax-efficient wealth management for individuals and businesses. Our client-focused approach combines risk assessment with customized portfolio options to help clients achieve long-term financial goals.

Covaleyo provides innovative loan technology solutions for Canadian credit unions and banks. Our platform combines Loan Origination Software (ProLender) and Loan Monitoring Software (Covarity) to streamline lending processes across retail, commercial, and agricultural sectors. With over two decades of experience, we deliver compliance-focused systems that reduce risk, improve efficiency, and support complex lending scenarios through real-time data analysis.

Edmond Financial Group is a Winnipeg-based financial services firm offering personalized planning solutions for individuals and businesses. We specialize in retirement strategies, estate planning, tax optimization, and insurance products to help clients achieve long-term financial security. With over 30 years of experience, our team delivers tailored advice and comprehensive support to navigate evolving financial landscapes.

Spectrum Financial Services offers personalized financial planning and investment advisory services in Winnipeg. Specializing in retirement strategies, estate planning, and business succession, we provide tailored solutions for individuals and business owners. Our certified advisors combine 30+ years of experience with access to premier investment resources to deliver comprehensive financial security strategies.

Bayview Financial provides strategic financial planning, employee benefits consulting, and wealth management tailored to individuals, families, and employers. Our expert team crafts personalized solutions to maximize wealth, mitigate risks, and ensure long-term financial security. By combining customized plans with a deep understanding of evolving financial landscapes, we empower clients to achieve both immediate and future goals.

YourStyle Financial is a Winnipeg-based financial planning consultancy specializing in personalized wealth management, retirement strategies, and insurance solutions. We help clients achieve financial balance through tailored RRSPs, TFSAs, life insurance, and multi-generational planning. Our certified advisors focus on tax efficiency, asset protection, and long-term security.

Tetrault Wealth Advisory Group is a Winnipeg-based financial advisory firm specializing in holistic wealth management. We provide fiduciary services including investment planning, tax optimization, retirement strategies, and estate planning for individuals, families, and businesses. Our client-first approach combines legal expertise, personalized strategies, and bilingual support to ensure long-term financial security and generational wealth preservation.