Connect with reliable financial services in Winnipeg. Our platform offers a seamless way to explore top-rated companies, read honest reviews, and obtain free, competitive estimates for your project.

Find companies near you
Tetrault Wealth Advisory Group is a Winnipeg-based wealth management firm providing comprehensive financial planning and investment strategies to individuals, couples, businesses, and corporations across Canada. Our team of certified financial advisors and planners offers personalized wealth management services, including retirement planning, tax planning, insurance planning, and more. We focus on delivering tailored solutions to help our clients achieve their financial goals. With a fiduciary duty to act in our clients' best interests, we provide unbiased advice and guidance to help you make informed decisions about your financial future.
The majority of reviewers praised The Tetrault Group for their exceptional service, knowledgeable staff, and impressive returns on investments.
N/A
Not rated yet
Profile Phone
YourStyle Financial provides an exceptional client experience for Canadians, allowing you to discuss and explore what you consider to be important for your financial health and well-being. We focus on building long-term relationships with our clients, helping them construct a road map for their financial future. Our team of certified financial planners will work closely with you to develop a personalized financial plan that aligns with your priorities. Whether you're looking to achieve financial security, plan for retirement, or accelerate your wealth creation, we're here to help you achieve your goals.
The reviewers praised the professionalism, expertise, and personalized approach of Doug Buss and the YourStyle Financial team.
N/A
Not rated yet
Profile Phone
Douglas Financial has been providing comprehensive financial planning services to individuals and families since 1982. Our team of experts offers a range of services including debt management, estate planning, retirement planning, strategic investing, and tax preparation and planning. We take a personalized approach to help our clients achieve their long-term financial goals. With our independent research and analytics, we provide unbiased advice to our clients. Our goal is to help our clients make informed decisions about their financial resources.
These reviewers had a consistently excellent experience with Douglas Financial, praising their expertise, transparency, and personalized service.
N/A
Not rated yet
Profile Phone
At Bayview Financial Group, we are dedicated to empowering sound financial futures for individuals, families, and employers. Our team is committed to providing comprehensive solutions, including strategic financial planning and employee benefits consulting, to help our clients achieve their goals. We take pride in building meaningful relationships and delivering exceptional service and advice to ensure our clients' success. With over two decades of experience, our team is driven to make a meaningful difference in the lives of our clients.
The reviewer strongly recommends Bayview for both personal and corporate services, citing their exceptional service and expertise.
N/A
Not rated yet
Profile Phone
Spectrum Financial Services is a leading financial planning and wealth management firm, providing personalized advisory services to individuals and businesses. Our experienced team, led by Certified Financial Planner Kerry Knudsen, offers expert guidance on investment, retirement, and estate planning, as well as insurance and employee benefit planning. With over 30 years of experience, we help our clients achieve peace of mind through sound financial planning. We assist with analysis and planning for future wealth, financial security, and a life of financial freedom.
The reviewers praise the professionalism, expertise, and personalized service provided by Spectrum Financial, particularly Karen Roy.
N/A
Not rated yet
Profile Phone
Edmond Financial Group is a forward-thinking financial services company with a passion for sustainability and a commitment to helping make our community - and our world - a better place. Our mission is to provide the comprehensive financial planning services you need to help you reach your unique personal and corporate financial goals. We focus on getting results, and our team of professionals has the knowledge, the vision and the experience required to deliver them. For more than thirty years, we have lived by the simple truth that people don't care how much you know until they know how much you care. That is why we strive to provide superior personal service in a warm and welcoming environment - and why we are proud to always go the extra mile for our clients.
N/A
Not rated yet
Profile Phone
Nelson Financial Consultants (NFC) is a financial services company providing Independent Fee For Service Since 1966, with a focus on pay less tax, reduce fees & expenses, take less risk, retain more income and build more wealth. The company offers financial planning services, portfolio management services, and insurance services.
Lynda's educational approach, regular updates, and professionalism have earned her a high recommendation from Carrie.
N/A
Not rated yet
Profile Phone
Sincerus Capital Ltd is a Western Canadian based real estate investment company, headquartered in Winnipeg, Manitoba. We provide eligible and accredited investors with another option to diversify their portfolio beyond traditional investments, such as stocks, bonds and guaranteed investment certificates. Our objective is to source quality real estate properties, and create a simplified investment structure that allows an individual investor with as little as $10,000 to participate in the cash flow and growth potential of real estate. We create value for our investors through simple, yet effective concepts. You worked hard for your money, now it's time to let your money work for you. By acquiring properties at their purchase price, plus applicable acquisition fees, and aligning management interests with those of our investors through performance-based incentives, we aim to maximize potential returns for our investors.
N/A
Not rated yet
Profile Phone
Valeyo is a leading provider of financial technology solutions for financial institutions. We offer a range of products and services designed to help our clients streamline their lending processes, improve customer satisfaction, and grow their business. Our suite of proprietary technology solutions includes commercial loan origination, retail loan origination, and small business loan origination, as well as insurance solutions and distributed products. With over 20 years of experience, we have established a reputation for delivering reliable, compliant, and scalable solutions that meet the unique needs of our clients.
N/A
Not rated yet
Profile Phone
WinCity Financial Services is a financial planning and wealth management company that provides independent, experienced advice and personalized service to help individuals achieve their financial goals. With a focus on customer satisfaction, the company offers a range of financial products and services, including mutual funds, life insurance, and banking products. The team of financial advisors is dedicated to working in partnership with clients to build a financial strategy that addresses their unique concerns and future goals, regardless of their stage in life. Whether retirement planning, estate planning, or simply seeking financial peace of mind, WinCity Financial Services is committed to delivering world-class service and expertise to help clients achieve financial success.
N/A
Not rated yet
Profile Phone
Four Points Financial Solutions is a team of insurance and investment professionals providing personalized financial solutions to individuals, families, and businesses in Winnipeg, MB, Canada. With over a century of combined experience, we help our clients create, protect, enjoy, and share their wealth, offering investment solutions, insurance solutions, retirement planning, estate & legacy planning, and business & employee services.
N/A
Not rated yet
Profile Phone
Clarity Wealth Management is a comprehensive financial planning and wealth management firm that utilizes its exclusive "Time of Your Life Program" to help individuals gain a deep understanding and sense of control over their financial situation. Through this program, clients discover opportunities, clarify their future vision, and proceed with confidence towards their important goals. The company offers a range of services, including advisory services, investment philosophy, client articles, and contact information. With a focus on client relationships and confidentiality, Clarity Wealth Management helps individuals achieve their financial goals and make meaningful contributions to their families and communities.
N/A
Not rated yet
Profile Phone
AAR Financial is a privately held Canadian company offering flexible financial solutions to help individuals get back on track and on their way to financial freedom. With over 25 years of experience, our team provides personalized loan services, including personal loans, debt consolidation, home equity loans, small business loans, and auto loans. Our goal is to bridge the gap between traditional financial institutions and payday loans, serving those who are underbanked and unbanked by today's financial institutions. We offer a helping hand, understanding our clients' situations, regardless of their current or past credit history. Our lending specialists will find a customized loan solution to fit your needs, with flexible payment options and a quick, secure, and transparent process.
AAR Financial has received positive reviews for its quick and effective service, responsive loan officers, and easy communication.
AAR Financial has received negative reviews for its poor customer service, delays, lack of helpfulness, unclear repayment amounts, and unprofessional behaviour.
N/A
Not rated yet
Profile Phone
E. Sawyer Financial provides comprehensive financial services, including mutual funds, life insurance, and banking products, to help individuals and families achieve their financial goals and build a lasting foundation for lifelong financial security and personal success.
N/A
Not rated yet
Profile Phone
Clarke Financial Planning & Insurance Services is a 100% First Nations owned and operated financial brokerage that provides group insurance products, pension plans, and investment strategies for indigenous governments, corporations, and individuals. With over 25 years of experience, the company is committed to building strong relationships with its clients and providing high-quality services.
N/A
Not rated yet
Profile Phone
Ozturk Financial Services Ltd. is a full-service financial planning and wealth management firm based in Winnipeg, Manitoba, providing personalized services to individuals and families. Our experienced team of professionals provides expert advice on investment planning, insurance, retirement planning, and estate planning, helping clients achieve their financial goals and build a secure financial future. With over 35 years of combined experience, our team has helped numerous clients plan for tomorrow, today. Our services include investment planning, insurance solutions, retirement planning, estate planning, and portfolio management. We offer a range of products and services to help individuals and families build, manage, and preserve their wealth. Our goal is to provide exceptional service and tailored solutions that meet the unique needs of each client.
N/A
Not rated yet
Profile Phone
Maximum Wealth Strategies is a financial planning and wealth management firm that helps individuals and business owners achieve their financial goals. With over 35 years of experience, our team of experts provides customized tax-planning strategies, financial planning, retirement planning, and estate planning services. We help individuals and businesses navigate the complexities of financial planning, tax optimization, and wealth building. Our expertise spans from entrepreneurial beginnings to prosperous businesses and individuals.
N/A
Not rated yet
Profile Phone
Sigurdson Financial Group offers comprehensive financial services including insurance planning, investment solutions, and pension plans. The company is built on a foundation of care and customization to individual client needs, with a focus on serving clients to their fullest. Led by George Sigurdson, a seasoned expert with over 50 years of experience, the team is dedicated to providing exceptional service and building long-term relationships with their clients. With a wide range of services and products, Sigurdson Financial Group is well-positioned to serve their growing clientele.
Clients appreciate the personalized service, expertise, and professionalism provided by Sigurdson Financial Group Inc., leading to a high level of client satisfaction and trust.
A client had a negative experience with the company due to the lack of returns on their investment over a period of 25 years.
N/A
Not rated yet
Profile Phone
Latimer Financial Services is a financial services boutique that provides personalized and tailored solutions to its clients. Our expert team helps individuals and families create and implement comprehensive financial plans, including retirement income planning, employee benefit plans, disability income planning, and more. With over 70 years of combined experience, our team is dedicated to helping clients achieve their financial goals and alleviate financial pressures. We offer a range of services, including retirement income planning, employee benefit plans, disability income planning, Canada education savings grant (CESG) and Canada learning bond (CLB) as well as registered education savings (RESP's) and budget counselling and planning advice.
N/A
Not rated yet
Profile Phone
Courts Financial Group is a family-owned and operated company that has been serving Winnipeg for over 40 years, providing expert financial advice and a comprehensive range of financial services to individuals and small businesses, including financial planning, investment advice, insurance solutions, and retirement planning.
N/A
Not rated yet
Profile Phone
Warkentin Group offers comprehensive financial services, including wealth management, wealth planning, insurance, and retirement planning, to individuals and families across Manitoba. Our team of experienced professionals is committed to providing personalized financial planning and exceptional customer service.
These reviews praise Doug Warkentin and his team for their exceptional service, expertise, trustworthiness, and personalized attention, leading to financial security and peace of mind for their clients.
N/A
Not rated yet
Profile Phone
Cardinal Capital Management is a privately owned, independent investment firm, managing assets for a broad range of individual and institutional investors. With a common sense approach to investing, we have helped our clients safely and profitably invest and manage their wealth for over 30 years. We believe in discipline; we celebrate the importance of research and the power of patience in the selection and purchase of great companies. Our approach has been rewarded by a proven track record and by the growing assets of a large number of private and institutional clients.
N/A
Not rated yet
Profile Phone
Ellement Consulting Group is a private, employee-owned, actuarial consulting firm providing pension and benefit programs, administrative services, and investment consulting to clients across Canada since 1996. We offer exceptional actuarial services, professional and experienced consulting for benefit, pension, investment, insurance, and administrative services. Our exceptional third-party administration, consulting, investment, and service solutions make us a leading provider nationally. With unparalleled expertise and service, we cater to single employer, multi-employer, Trusteed, Public Sector, Endowment Funds, or Association clients. We combine the personal touch and customer service of a small business with a large corporation's extensive resources and expertise.
N/A
Not rated yet
Profile Phone
Green Valley Management has been acquiring, developing, and managing commercial properties since 2000. The company provides a range of services, including property acquisitions, development, and management, with a focus on delivering exceptional income property opportunities and management excellence. With over 20 years of experience in the industry, the company has built a reputation for its dedication to building enduring relationships and surpassing client expectations. By partnering with Green Valley Management, clients can benefit from a comprehensive range of services designed to help them achieve their investment goals. From property management to asset management, the company's experienced team is committed to delivering results that go beyond the ordinary.
Reviewers praised Green Valley for being knowledgeable and great to work with.
Reviewers warned about the company's lack of compassion and aggressive business practices.
N/A
Not rated yet
Profile Phone
OBS Financial Services is a reputable financial services company based in Oakbank, Manitoba, offering a comprehensive range of services including wealth management, investment management, RESP plans, retirement income planning, insurance, and accounting services. Their team of experienced accountants and advisors provides personalized support to help clients achieve their financial goals, whether it's planning for retirement, managing investments, or minimizing taxes. With a focus on real wealth management, OBS Financial Services helps individuals and families build and preserve their wealth over time.
These reviewers have had overwhelmingly positive experiences with their accountants, praising their knowledge, expertise, and excellent customer service.
N/A
Not rated yet
Profile Phone
L.S. Smith & Associates provides comprehensive financial services to individuals, families, and business owners, including financial advice, insurance planning, retirement planning, and tax services, with a focus on personalized solutions and exceptional customer service.
N/A
Not rated yet
Profile Phone
Granite Financial Group is a team of independent wealth management professionals offering personalized financial services, including financial planning, tax planning, estate planning, and insurance services, to help individuals and businesses achieve their financial goals.
N/A
Not rated yet
Profile Phone
J&D Driedger Financial Services Inc. is a comprehensive financial services firm that provides a wide range of financial products and services to help individuals and families achieve their financial goals. We offer personalized advice and guidance to help clients make informed decisions about their investments, retirement plans, and financial security. Our expert advisors work closely with clients to create a tailored financial strategy that meets their unique needs and circumstances. From insurance planning to investment management, we have the expertise and resources to help clients achieve financial stability and reach their long-term goals.
N/A
Not rated yet
Profile Phone
G.Perreault Financial Inc. is a private wealth management office located in Winnipeg, Manitoba. As a wealth advisor, Guil Perreault, CFP, oversees individuals, families, and businesses' overall wealth being. The firm's goal-based wealth management approach begins with understanding clients' specific goals, with the aim of meeting those goals through a set of defined pools of capital, each serving a specific purpose with separate objectives. Guil and his team work with a team of professionals, including accountants, lawyers, and a private investment counsel firm, to manage investments, insurance, employee benefits, philanthropy, taxes, and other concerns, providing solutions that add significant value to clients. With nearly 20 years of industry experience, Guil has helped numerous individuals, families, and corporations achieve their financial goals.
N/A
Not rated yet
Profile Phone
At Achieve Financial Independence Group (AFIG), we are dedicated to helping individuals and families achieve their financial goals through our comprehensive financial planning, insurance, and investment services. Our experienced and licensed financial professionals provide personalized advice and guidance to help you create financial independence. With a wide range of products and lower fees, we help you navigate the complex world of finance and make informed decisions about your financial future. From investments and insurance to financial planning, we are committed to helping you achieve financial freedom.
N/A
Not rated yet
Profile Phone
Providing superior commercial real-estate service with integrity since 1980, Rowswell Realty Leasing Co. is a Winnipeg-based brokerage that offers a fully integrated approach to commercial brokerage, providing specialization in sales, leasing, management, and consultation services for the Winnipeg market. Established in 1978 by Graeme T. Rowswell, the company has built a reputation for service, integrity, and results, with a team of dynamic and business-minded real estate professionals.
N/A
Not rated yet
Profile Phone
Cascade Financial Group Inc. is a financial services company that provides financial planning and wealth management services to individuals, families, and business owners. The company's team of experienced advisors, led by President Tanner Irwin, helps clients develop and attain their unique financial goals. With a focus on education, guidance, and service, Cascade Financial Group Inc. helps clients build a secure financial future, whether it's for retirement, education funding, or other long-term goals.
Cascade Financial's advisors have been praised for their exceptional service, professionalism, and personalized attention.
N/A
Not rated yet
Profile Phone