Best Financial Advisors in Portage La Prairie, MB

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Portage La Prairie area.

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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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.”
Portage La Prairie, MB
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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
Portage La Prairie, MB
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Caisse Pembina

Caisse Pembina

In Business Since 2001
Serving Portage La Prairie Area
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ESG Chartered Professional Accountants

ESG Chartered Professional Accountants

(3)
“Very efficient and good to have working with you, allows me time to run my business while they take care of the back end making sure everything is as the CRA likes it.”
6014 Roblin Blvd, Winnipeg, MB R3R 0H4
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Astoria Wealth Management

Astoria Wealth Management

(1)
“Dylan from the Astoria team was really helpful with getting my family's insurance set up, and he was able to save me a lot of money every year compared to my old bank advisor.”
Offers Financing Options
In Business Since 2018
Serving Portage La Prairie Area
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Scott Cockerill Financial Services

Scott Cockerill Financial Services

“Here at Cockerill Financial we take pride in providing top quality, professional investment advice with a very personal focus. I like to say it is that it is my job to “help people to achieve their financial goals for themselves and for their familie...”
In Business Since 2011
Serving Portage La Prairie Area
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Tetrault Wealth Advisory Group - CG Wealth Management

Tetrault Wealth Advisory Group - CG Wealth Management

(49)
Indigenous Wealth Management, Wealth Management, Retirement Planning
“We had previously gone from advisor to advisor, hoping that we would find someone who would take our investments and care for them as if they were their own”
Free Initial Consultation
In Business Since 2010
1010-201 Portage Ave, Winnipeg, MB R3B 3K6
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Leo's Mobile Tax Service

Leo's Mobile Tax Service

(48)
  • Questions
  • Home
“I've used Leo's Mobile tax for a few years, but the last two years I've seen Daniel, he is super knowledgeable, does an amazing job getting you the most money back possible, kind and quick (but thorough)!”
Transparent Fees & Pricing
In Business Since 2015
8-90 Brandt St, Steinbach, MB R5G 0T3
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TAX Accounting & Payroll Bookkeeping Services

TAX Accounting & Payroll Bookkeeping Services

(41)
  • Efficient
  • Tax Return
  • Communication
“It's great service with great all over advice for my family tax services, I'm been doing my tax return here since 2017 always satisfied, recommended to all.”
50 Mara Pl, Winnipeg, MB R3X 0T1
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Warkentin Group Private Wealth Management

Warkentin Group Private Wealth Management

(50)
  • Retirement
  • Relationship
  • Financial Advisor
“Doug Warkentin has been my financial advisor for the past 15 years and I can say, without a doubt, that he possesses the financial acuity to excel in his field.”
In Business Since 2012
363 Broadway #906, Winnipeg, MB R3C 3N9
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Becker Orr Wealth Management

Becker Orr Wealth Management

(36)
  • Investing
  • Company
  • Evening
“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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Lctaylor Licensed Insolvency Trustee

Lctaylor Licensed Insolvency Trustee

(27)
Debt Counselling, Free Consultation, Receiverships
“+ Before coming, make sure you prepare all of paperwork & noted down all detailed key-notes and timeline, this will help LCT team to be able to review the entire case; give you the best & most appropriated advices”
Free Initial Consultation
In Business Since 2011
386 Broadway Suite 605, Winnipeg, MB R3C 3R6
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Yourstyle Financial

Yourstyle Financial

(17)
Personal, Services, Business
“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
2020 Portage Ave #1b, Winnipeg, MB R3J 0K4
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New Outlook Wealth

New Outlook Wealth

(23)
  • Team
  • Goals
  • Investments
“We have had the fortunate pleasure to have met and work with Sheryl over the past 12 years now and have realized that entrusting her to manage our investments is the Smartest and by far the Best decision we have ever made.”
Serving Portage La Prairie Area
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Debt Medic

Debt Medic

(18)
  • Trustee
  • Feel
  • Payments
“In honest review for ( Dept Medic ) they helped me to go out of my stressful life that I was in, they took time to have a look on our financial situation, and they told us how they were able to help us, and after a couple of Months we felt the relief...”
Free Initial Consultation
1317 Portage Ave, Winnipeg, MB R3G 0V3
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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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Harmony Financial Solutions

Harmony Financial Solutions

(15)
Wealth Protection, Wealth Accumulation, Employee Benefits
“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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Trevor Doyle- CFP RHU CLU

Trevor Doyle- CFP RHU CLU

(27)
  • Retirement
  • Financial Advisor
  • Family
“In addition to being a very competent Financial Planner and investor for his clients, Trevor treats us as people, not just numbers, investments or earnings.”
111 Pulford St, Winnipeg, MB R3L 1X8
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Onbusiness Chartered Professional Accountants

Onbusiness Chartered Professional Accountants

(8)
Financial Services, Business Leadership, Tax Services
“I have used them for years for personal and business income tax, they deliver every time.”
Family Business
25 St Anne's Rd, Winnipeg, MB R2M 2Y1
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Cascade Financial Group

Cascade Financial Group

(22)
Business, Individuals / Families
“He made the process for both smooth; and was happy to have discussions with me regarding the investment options available through Cascade Financial and tailoring one to my own liking.”
In Business Since 2011
1730 Corydon Ave, Winnipeg, MB R3N 0K3
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Chris Macpherson, Chs, Qafp - Financial Planner

Chris Macpherson, Chs, Qafp - Financial Planner

(7)
  • Financial Planning
“Chris is extremely helpful and knowledgeable and I would recommend anyone go see him if you need financial planning help in Winkler”
Emergency Services
In Business Since 2016
Free Initial Consultation
Serving Portage La Prairie Area
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Crescent Financial Group

Crescent Financial Group

(14)
“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.”
501 St Mary's Rd, Winnipeg, MB R2M 3L2
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IA Private Wealth

IA Private Wealth

(24)
  • Knowledge
  • Plan
  • Investing
“Joe is not only super knowledgeable and committed to helping me plan for my future, but he's also very easy to reach and quick to respond, even on weekends making the whole experience reassuring.”
In Business Since 2017
238 Portage Ave 3rd Floor, Winnipeg, MB R3C 0B1
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Retirement Planning and Investment Management Services in Portage La Prairie, MB Cost Estimates

Minimum cost
$1179
Maximum cost
$10018
National Average
$3536
Avg Per Hour Rates
$354
$2357
$6482
Average price range is based on 325 cost profiles
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Average Cost $3536
Minimum cost $1179
Maximum cost $10018
Avg Per Hour Rates $354

Average range $2357 to $6482 is based on 325 cost profiles.

Why these companies made our list

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