Best Financial Advisors in Brandon, MB

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Brandon area.

Heuchert Financial

Heuchert Financial

(12)
Families, Insurance Planning, Business Owners
“I have invested with Chris and have found him to be reliable, responsive and provided me with a great overview of my options so that I made educated decisions about my investing!”
In Business Since 2010
209 Rosser Ave, Brandon, MB R7A 0J8
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Belks Financial Strategies

Belks Financial Strategies

(11)
  • Insurance
“I definitely recommend calling CJ for any insurance or coverage needs!”
In Business Since 2020
2010 Currie Blvd Suite 7A, Brandon, MB R7B 4E7
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Brugger Wealth Management - Kirk Brugger

Brugger Wealth Management - Kirk Brugger

(2)
“Excellent place to deal with friendly and knowledgeable staff”
Free Initial Consultation
In Business Since 2004
2800 Victoria Ave unit a, Brandon, MB R7B 3X1
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C. Buhler & Associates

C. Buhler & Associates

(1)
“They provide a welcoming environment where you can feel comfortable to deal with anything!”
Free Initial Consultation
In Business Since 2018
119 10th St, Brandon, MB R7A 4E7
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Westoba Financial Planning Solutions

Westoba Financial Planning Solutions

“Just like with physical fitness, your financial fitness can grow stronger with the right planning...”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 1999
Offers Financing Options
811 18th St N Unit 3, Brandon, MB R7A 7S1
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Branstone Financial Strategies

Branstone Financial Strategies

Legacy Lifeguard, Insurance, Charitable Foundations
“Our logo is an abstract shape of our province integrating the four pillars of financial security planning (liquidity, disability, retirement, financial security at death). The “dot” in the bottom left hand corner represents southwestern Manitoba, and...”
In Business Since 2014
457 9th St, Brandon, MB R7A 4A9
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Keystone Wealth Management

Keystone Wealth Management

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2012
Serving Brandon Area
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Sterling Wealth Management

Sterling Wealth Management

(8)
Insurance, Investments, Financial Planning
“It's nice to see how my investments are doing.”
In Business Since 2018
1-575 Boundary Trail, Winkler, MB R6W 4A9
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Chris Macpherson, Chs, Qafp - Financial Planner

Chris Macpherson, Chs, Qafp - Financial Planner

(7)
  • Financial Planning
“Great service and a pleasure to work with!”
Emergency Services
Free Initial Consultation
In Business Since 2016
Serving Brandon Area
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Rigden Financial Inc. - Layth Matthews

Rigden Financial Inc. - Layth Matthews

(13)
  • Human Being
  • Mortgage
“We had some tricky moments with the lenders, but Layth kept coming at the problem from different angles until we had something that worked perfectly for us.”
In Business Since 2017
Serving Brandon Area
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Gallery Wealth Management

Gallery Wealth Management

(5)
“Our investments are managed as if they are their own, and that is why we have been working with them for over 25 years.”
In Business Since 2015
Serving Brandon Area
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Galen Nuttall, CFP

Galen Nuttall, CFP

(8)
  • Investments
  • Understand
“Prior to meeting with him, I had listened to 3 different presentations discussing the topic of becoming incorporated and had never really understood it.”
CFP Certified
In Business Since 2019
Serving Brandon Area
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Adam Lee Financial Services

Adam Lee Financial Services

“At Adam Lee Financial we are committed to providing financial solutions to help Canadian investors of all levels achieve security and peace of mind at every stage of their lives. Recognizing that decisions made today affect outcomes well into the fut...”
In Business Since 2001
1380 Saskatchewan Ave W, Portage la Prairie, MB R1N 0N3
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Caisse Pembina

Caisse Pembina

In Business Since 2001
Serving Brandon Area
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Lctaylor Licensed Insolvency Trustee

Lctaylor Licensed Insolvency Trustee

(23)
Debt Counselling, Receiverships, Credit Counsellling
“I went into this experience thinking its the end of the world if I go through with it, but the way they explain it actually makes you feel better about yourself and about things you need to change in the future.”
Free Initial Consultation
In Business Since 2011
386 Broadway Suite 605, Winnipeg, MB R3C 3R6
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Yourstyle Financial

Yourstyle Financial

(16)
Personal, Business, Services
“I have some unorthodox views on investing and while other financial advisers feed me a spiel to sell me on products that make them commissions, Doug fully understands my goals and objectives and helps identify the best options for me.”
Transparent Fees & Pricing
In Business Since 2007
2020 Portage Ave #1b, Winnipeg, MB R3J 0K4
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Canadian Islamic Wealth

Canadian Islamic Wealth

(13)
Halal Investing, Risk Management
“Hope they will keep it up..”
Free Initial Consultation
In Business Since 2019
10 Fort St #203, Winnipeg, MB R3C 4L3
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Becker Orr Wealth Management

Becker Orr Wealth Management

(30)
  • Company
  • Food
  • Happy
“I have been w Clinton for 10 years and I've been very satisfied w his service, performance and most of all his continued open lines of communication and the informative webinars.”
In Business Since 2020
1010-201 Portage Ave, Winnipeg, MB R3B 3K6
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Warkentin Group Private Wealth Management

Warkentin Group Private Wealth Management

(30)
  • Future
  • Portfolio
  • Mind
“Doug was very professional, informed and helpful throughout the investment process, feel very safe having secured some money for my future and confident in his team to get some great returns on our investment.”
In Business Since 2012
363 Broadway #906, Winnipeg, MB R3C 3N9
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Harmony Financial Solutions

Harmony Financial Solutions

(15)
Risk Management, Wealth Protection, “test Run” Program
“Everything from savings to purchasing my first home he has been there every step of the way and he's been pivotal in getting me more than just financially stable but financially thriving.”
In Business Since 2016
1335 Portage Ave, Winnipeg, MB R3G 0V7
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Woodman Wealth

Woodman Wealth

(17)
  • Insurance
  • Professional
  • Family
“She is also a very good listener which I find is not always a strong quality in this field.”
In Business Since 2017
238 Portage Ave 3rd Floor, Winnipeg, MB R3C 0B1
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Crescent Financial Group

Crescent Financial Group

(13)
“She was very helpful and very responsive to the many questions I had in regards to the transition switching from a company benefit to a personal health plan.”
In Business Since 2015
501 St Mary's Rd, Winnipeg, MB R2M 3L2
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Cascade Financial Group

Cascade Financial Group

(19)
Business, Individuals / Families
“He's friendly, approachable, and helps us understand where things are at (in every day language I can understand, when it comes to financial planning).”
In Business Since 2011
1730 Corydon Ave, Winnipeg, MB R3N 0K3
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Naginder Gill Super Visa Insurance and Mortgage Advisor

Naginder Gill Super Visa Insurance and Mortgage Advisor

(2)
Mortgage Renewal, Mortgage Pre-Approval, Credit Improvement
“Great agent, provided sufficient knowledge, 5 starss!!”
Transparent Fees & Pricing
In Business Since 2014
58 Kairistine Ln, Winnipeg, MB R2R 1E8
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Retirement Planning and Investment Management Services in Brandon, MB Cost Estimates

Minimum cost
$1226
Maximum cost
$10415
National Average
$3676
Avg Per Hour Rates
$368
$2451
$6739
Average price range is based on 508 cost profiles
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Average Cost $3676
Minimum cost $1226
Maximum cost $10415
Avg Per Hour Rates $368

Average range $2451 to $6739 is based on 508 cost profiles.

Why these companies made our list

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