The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Winkler area.
Learn how we score.
Prominent finalists A-Z in Winkler
Acquire Wealth Management
Becker Orr Wealth Management
Berard Financial Group
Caisse Pembina
Castle Investment Services – Prairie Region
Chris Macpherson, Chs, Qafp – Financial Planner
David Luke – Manulife Securities
Gallery Wealth Management
Humphries Wealth Group – Financial Advisors/Retirement Coaches
IPC Investment Corporation – John Thiessen
Kathy Klassen Financial Strategies
Leo’s Mobile Tax Service
Mastery Bookkeeping and Business Consulting
New Outlook Wealth
Onbusiness Chartered Professional Accountants
R.J. O’Brien & Associates Canada
Renn Financial Group
Scott Cockerill Financial Services
Sterling Wealth Management
TAX Accounting & Payroll Bookkeeping Services
Tetrault Wealth Advisory Group – CG Wealth Management
Twerdun Wealth Management
Warkentin Group Private Wealth Management
White & Holmes Financial Group
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Sterling Wealth Management
(8)
Insurance, Financial Planning, Investments
“Peter Pauls has always been very helpful and knowledgeable of the best services for our needs.”
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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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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.”
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Kathy Klassen Financial Strategies
(1)
“She always looks out for your best interests.”
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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...”
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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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Caisse Pembina
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New Outlook Wealth
(23)
Team
Future
Feel
“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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TAX Accounting & Payroll Bookkeeping Services
(49)
Efficient
Tax Refund
Tax Return
“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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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.”
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Renn Financial Group
(7)
Financial Planning
Career
Questions
“Richard went out of his way to explain every aspect of our finances in a thoughtful, comprehensive yet approachable manner.”
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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...”
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Castle Investment Services - Prairie Region
(4)
Team
Questions
“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 ...”
“R.J. O'Brien & Associates Canada Inc. (RJO Canada) is an affiliate of R.J. O'Brien & Associates, LLC (RJO) of Chicago, Illinois, the oldest and largest independent futures brokerage firm in the U.S. RJO provides a full range of services to the future...”
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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...”
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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...”
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Humphries Wealth Group - Financial Advisors/Retirement Coaches
“As a young professional I entrusted my investments and future retirement goals to Shaun. Thirty years later I retired at 61. I credit Shaun and his team with the expert coaching and advice to help make that happen. I appreciate Shaun's steady, intera...”
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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.”
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David Luke - Manulife Securities
“360 Private Wealth Management, in partnership with Manulife Wealth Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba, Canada. We are a group of like-minded financial advisors, backed by an experie...”
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Tetrault Wealth Advisory Group - CG Wealth Management
“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
Return
Industry
“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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Becker Orr Wealth Management
(36)
Investing
Happy
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.”
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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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Warkentin Group Private Wealth Management
(50)
Portfolio
Trust
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.”
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Retirement Planning and Investment Management Services in Winkler, MB Cost Estimates