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Rigden Financial Inc.

(11)

Human Being
Mortgage
Knowledge

“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.”

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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.”

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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.”

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Bye & Associates

(9)

Savings and Retirement, Insurance, Businesses

“I have been a client of Darren's for some time now, if you are looking for a person with Integrity as well as Dedication, Charm and of course Financial Knowledge.”

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Douglas Financial

(3)

Estate Planning, Debt Management, Strategic Investing

“It's always a dread doing your taxes but I couldn't be any happier with the service and outcome from Chris !”

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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”

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Leo's Mobile Tax Service

(50)

Home
Season
Questions

“This is my first time using leo's mobile services to file my taxes, and it was a great experience, i highly recommend them, special thanks to Izzy driessen who filed my taxes in a very professional manner , thank you guys”

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TAX Accounting & Payroll Bookkeeping Services

(49)

Efficient
Tax Return
Consultant

“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.”

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Warkentin Group Private Wealth Management

(50)

Portfolio
Tax
Retirement

“My husband and I came to Doug about a year ago for advice on financial planning, as I had never been given any by the bank I that I have worked at for 17 years.”

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Lctaylor Licensed Insolvency Trustee

(29)

Debt Counselling, Free Consultation, Receiverships

“I guess I judged myself and felt that perhaps I would be judged but NO, absolutaley no judgments and she was so helpful, friendly and made me feel at ease that I simply answered her questions and it didn't even take all that long.”

Featured

The most important role of a Licensed Insolvency Trustee is to help you determine the best course of action to deal with your debt. If filing a Bankruptcy or Consumer Proposal is the best way forward, they will fill out and file paperwork and communicate with your creditors. You can find a Licensed Insolvency Trustee near you by visiting the website maintained by the Office of the Superintendent of Bankruptcy (OSB). The site offers two different lists, the Trustee Registry and a list of Trustees licensed by the OSB.

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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.”

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Trevor Doyle- CFP RHU CLU

(40)

Family
Service
Team

“I've had a portfolio with Trevor for years now and I highly recommend him, especially for anyone with little to no previous knowledge of investments and accounts like myself.”

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Yourstyle Financial

(18)

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.”

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Boost Financial

(14)

Goals
Mortgage
Life Insurance

“By working closely with Bryan and leveraging his expertise, clients can feel more confident in their choices and better equipped to achieve their long-term financial goals, including homeownership and providing financial security for their loved ones...”

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New Outlook Wealth

(23)

Team
Interest
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.”

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Debt Medic

(19)

Trustee
Understanding
Feel

“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...”

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Canadian Islamic Wealth

(13)

Halal Investing, Risk Management

“Hope they will keep it up..”

i

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Cascade Financial Group

(23)

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.”

i

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IA Private Wealth

(26)

Expertise
Plan
Investing

“Joe's professionalism, clear communication, accessibility and response time has helped establish a trusted client relationship and also reflects his genuine commitment to me and my financial success .”

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Onbusiness Chartered Professional Accountants

(8)

Financial Services, Business Leadership, Tax Services

“He has been very helpful in dealing with CRA and tax returns and providing all the necessary legal information for the estates.”

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Trans Canada Wealth Management

(16)

Video
Questions
Explanation

“They have made good investments on my behalf and my financial investor Colin, has proved himself to be completely trustworthy and absolutely available whenever I've had a concern or question.”

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Belks Financial Strategies

(13)

Insurance

“We have had nothing but great experiences!”

i

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Super Visa Insurance and Mortgage Advisor Naginder Gill

(3)

Mortgage Pre-Approval, Vacation Homes, Home Equity / Renovations

“Great agent, provided sufficient knowledge, 5 starss!!”

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Jan Tejano

(6)

“I highly recommend this couple as they provide the best service for their clients.”

i

Average Cost	$3536
Minimum cost	$1179
Maximum cost	$10018
Avg Per Hour Rates	$354

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.

Rigden Financial Inc.

ESG Chartered Professional Accountants

Astoria Wealth Management

Bye & Associates

Douglas Financial

Tetrault Wealth Advisory Group - CG Wealth Management

Leo's Mobile Tax Service

TAX Accounting & Payroll Bookkeeping Services

Warkentin Group Private Wealth Management

Lctaylor Licensed Insolvency Trustee

Becker Orr Wealth Management

Trevor Doyle- CFP RHU CLU

Yourstyle Financial

Boost Financial

New Outlook Wealth

Debt Medic

Canadian Islamic Wealth

Cascade Financial Group

IA Private Wealth

Onbusiness Chartered Professional Accountants

Trans Canada Wealth Management

Belks Financial Strategies

Super Visa Insurance and Mortgage Advisor Naginder Gill

Jan Tejano

Retirement Planning and Investment Management Services in Portage La Prairie, MB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Portage La Prairie