Best Financial Advisors in Winkler, MB

Handpicked from 47 vetted & reviewed Financial Planning & Wealth Management firms in the Winkler area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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
i
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
i
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
i
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
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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
i
Caisse Pembina

Caisse Pembina

In Business Since 2001
Serving Winkler Area
i
Renn Financial Group

Renn Financial Group

(4)
“Richard went out of his way to explain every aspect of our finances in a thoughtful, comprehensive yet approachable manner.”
In Business Since 2019
2-104 Scurfield Blvd, Winnipeg, MB R3Y 1G4
i
New Outlook Wealth

New Outlook Wealth

(20)
  • Confident
  • Plan
  • Goals
“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.”
Transparent Fees & Pricing
In Business Since 2020
Serving Winkler Area
i
Castle Investment Services - Prairie Region

Castle Investment Services - Prairie Region

(1)
“The staff at Castle Investment Services go above and beyond to provide excellent financial advice that is greatly appreciated.”
In Business Since 2022
1345 Waverley St #100, Winnipeg, MB R3T 5Y7
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,…”
In Business Since 2009
195 Commerce Dr, Winnipeg, MB R3P 1J9
i
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
i
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
124 Nature Park Way, Winnipeg, MB R3P 1J9
i
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
In Business Since 2019
Serving Winkler Area
i
David Luke - Manulife Securities

David Luke - Manulife Securities

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

Twerdun Wealth Management

“Barry Twerdun is a Professional Wealth Advisor who brings over 23 years of experience working in the Brandon, Winnipeg and rural Manitoba markets. Barry is committed to building strong relationships with his corporate and non-corporate clients. He wi...”
In Business Since 2012
Serving Winkler Area
i
Lctaylor Licensed Insolvency Trustee

Lctaylor Licensed Insolvency Trustee

(23)
Debt Counselling, Free Consultation, 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
i
Yourstyle Financial

Yourstyle Financial

(16)
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
In Business Since 2007
2020 Portage Ave #1b, Winnipeg, MB R3J 0K4
i
Canadian Islamic Wealth

Canadian Islamic Wealth

(13)
Halal Investing, Risk Management
“They are also very flexible and understanding to your situation and explain all the term and conflicted ideas to you!”
Free Initial Consultation
In Business Since 2019
10 Fort St #203, Winnipeg, MB R3C 4L3
i
Warkentin Group Private Wealth Management

Warkentin Group Private Wealth Management

(30)
  • Portfolio
  • Understand
  • Relationship
“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
i
Becker Orr Wealth Management

Becker Orr Wealth Management

(30)
  • Food
  • Happy
  • Team
“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
i
Harmony Financial Solutions

Harmony Financial Solutions

(15)
Wealth Protection, “test Run” Program, Wealth Accumulation
“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
i
Woodman Wealth

Woodman Wealth

(17)
  • Professional
  • Options
  • Questions
“She is so personable, professional and knowledgeable with all my financial needs.”
In Business Since 2017
238 Portage Ave 3rd Floor, Winnipeg, MB R3C 0B1
i
Heuchert Financial

Heuchert Financial

(12)
Families, Farmers, 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
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top