Best Financial Advisors in Winkler, MB

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Winkler area.

Sterling Wealth Management

Sterling Wealth Management

(8)
Insurance, Financial Planning, Investments
“Peter Pauls has always been very helpful and knowledgeable of the best services for our needs.”
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
“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 Winkler 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 Winkler Area
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Kathy Klassen Financial Strategies

Kathy Klassen Financial Strategies

(1)
“She always looks out for your best interests.”
In Business Since 2022
Serving Winkler Area
i
IPC Investment Corporation - John Thiessen

IPC Investment Corporation - John Thiessen

““We have recently gone through the pension option selection process with Bruce Power. Deborah has helped us understand the options involved and put together a very strong and professional team which was able to address all our questions. They were ab...”
In Business Since 2010
Serving Winkler 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 Winkler Area
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Caisse Pembina

Caisse Pembina

In Business Since 2001
Serving Winkler Area
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New Outlook Wealth

New Outlook Wealth

(23)
  • Team
  • Questions
  • Future
“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 Winkler Area
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Mastery Fractional CFO Services

Mastery Fractional CFO Services

(17)
  • Consulting
  • Company
  • Audit
“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.”
Free Initial Consultation
In Business Since 2023
Winnipeg, MB
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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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Renn Financial Group

Renn Financial Group

(6)
“Richard went out of his way to explain every aspect of our finances in a thoughtful, comprehensive yet approachable manner.”
2-104 Scurfield Blvd, Winnipeg, MB R3Y 1G4
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Berard Financial Group

Berard Financial Group

Corporate Services, Family Services
“Insurance products, including segregated fund policies are offered through Berard Financial Group Ltd. and Investment Representatives Stefane Berard and Chris Berard offer mutual funds and referral arrangements through Quadrus Investment Services Ltd...”
In Business Since 2012
100 Osborne St N, Winnipeg, MB R3C 1V3
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Castle Investment Services - Prairie Region

Castle Investment Services - Prairie Region

(3)
“Beforehand I never considered investing my money and I didn't think it was that necessary to start so early in life, but now after meeting with the team I am secure with my decision for investing and I have the utmost faith in them and their ability ...”
1345 Waverley St Suite 100, Winnipeg, MB R3T 5Y7
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Twerdun Wealth Management

Twerdun Wealth Management

Insurance, Investments, Financial Planning
“At Twerdun Wealth Management, we are committed to maintaining the highest standard of integrity and professionalism in our relationship with you, our client. We will strive to get to know and understand your financial situation and provide you with e...”
In Business Since 2012
Serving Winkler Area
i
R.J. O'Brien & Associates Canada

R.J. O'Brien & Associates Canada

Broker-Assisted, Institutional Solutions, Online Futures Trading
“CHICAGO, Oct. 10, 2019 – Chicago-based R.J. O'Brien & Associates (RJO), the oldest and largest independent futures brokerage and clearing firm in the United States, […]”
195 Commerce Dr, Winnipeg, MB R3P 1J9
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Humphries Wealth Group - Financial Advisors/Retirement Coaches

Humphries Wealth Group - Financial Advisors/Retirement Coaches

“There isn't any reason to lose sleep over your retirement plans, goals and dreams. With over 30 years of experience, Humphries Wealth Group has applied time-tested principles of retirement planning and investing so our families reach their goals. We ...”
Licensed
In Business Since 2016
1536 Gamble Pl, Winnipeg, MB R3T 1N6
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White & Holmes Financial Group

White & Holmes Financial Group

“As a business owner, you have worked hard to create your success and wealth. Our role is to help you and your family protect and maintain that success and wealth. Our unique approach works to create alignment with your existing professionals to ensur...”
In Business Since 2018
1536 Gamble Pl, Winnipeg, MB R3T 1N6
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Acquire Wealth Management

Acquire Wealth Management

“Choose from a wide range of options to protect your greatest asset – your life, health and well-being. Employee benefits are also available to protect your employees and their families with a flexible group benefits plan.”
Transparent Fees & Pricing
Serving Winkler Area
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David Luke - Manulife Securities

David Luke - Manulife Securities

“360 Private Wealth Management, in partnership with Manulife Wealth Inc. and Manulife Wealth Inc. Investment Services Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba, Canada. We are a group of li...”
In Business Since 2017
25 Scurfield Blvd #1, Winnipeg, MB R3Y 1G4
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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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Becker Orr Wealth Management

Becker Orr Wealth Management

(36)
  • Investing
  • Merry Christmas
  • People
“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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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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Tetrault Wealth Advisory Group - CG Wealth Management

Tetrault Wealth Advisory Group - CG Wealth Management

(49)
Indigenous Wealth Management, Tax Planning, Financial Calculators
“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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Warkentin Group Private Wealth Management

Warkentin Group Private Wealth Management

(50)
  • Retirement
  • Understand
  • Strategies
“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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Retirement Planning and Investment Management Services in Winkler, MB Cost Estimates

Minimum cost
$1174
Maximum cost
$9975
National Average
$3521
Avg Per Hour Rates
$353
$2347
$6455
Average price range is based on 312 cost profiles
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Average Cost $3521
Minimum cost $1174
Maximum cost $9975
Avg Per Hour Rates $353

Average range $2347 to $6455 is based on 312 cost profiles.

Why these companies made our list

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