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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...”

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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.”

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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.”

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Caisse Pembina

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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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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...”

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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)!”

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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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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.”

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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.”

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Mastery Fractional CFO Services

(17)

Consulting
Company
Efficient

“He goes above and beyond to help you find a solution to a problem that is not only best accounting practices, but is easy for you to follow and understand so that it works for you in your business.”

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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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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.”

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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.”

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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”

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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.”

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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...”

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Canadian Islamic Wealth

(13)

Halal Investing, Risk Management

“Hope they will keep it up..”

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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.”

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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.”

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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.”

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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”

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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.”

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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.

Adam Lee Financial Services

Rigden Financial Inc. - Layth Matthews

Galen Nuttall, CFP

Caisse Pembina

ESG Chartered Professional Accountants

Astoria Wealth Management

Scott Cockerill Financial Services

Leo's Mobile Tax Service

Becker Orr Wealth Management

New Outlook Wealth

Onbusiness Chartered Professional Accountants

Mastery Fractional CFO Services

Tetrault Wealth Advisory Group - CG Wealth Management

TAX Accounting & Payroll Bookkeeping Services

Warkentin Group Private Wealth Management

Lctaylor Licensed Insolvency Trustee

Yourstyle Financial

Debt Medic

Canadian Islamic Wealth

Harmony Financial Solutions

Trevor Doyle- CFP RHU CLU

Cascade Financial Group

Chris Macpherson, Chs, Qafp - Financial Planner

IA Private Wealth

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

Popular in Portage La Prairie