Tetrault Wealth Advisory Group - CG Wealth Management
“What a nice feeling and such a pleasant and high service staff to dealt with almost makes this experience surreal!”
Best Financial Advisors in Winnipeg, MB
23 firms listed · all 23 in Winnipeg · 1 open 24/7 · 3 open weekends · 21 rated 4.5+
Data verified October 18, 2026
Warkentin Group Private Wealth Management
“Doug and his team Isabella, Sandy and Alex truly care about their clients and have always been professional, knowledgeable, personable and so helpful with anything i have needed over the years.”
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Becker Orr Wealth Management
“We have been a client of Clinton's for many years and have been happy with the performance of our investments.”
Yourstyle Financial
“Working with Doug at YourStyle Financial came at the right time in our lives (near retirement)!”
Boost Financial
“Josephine was diligent in answering questions, provided us ample time to make complex decisions and went the extra mile to research the most cost efficient insurance products tailored to our needs.”
New Outlook Wealth
“I have been a client of Sheryl Sarri for a number of years and have always been impressed by both her knowledge of the products she offers and her timely responsiveness when I have questions”
The 23 firms listed for Winnipeg, MB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Winnipeg, MB
All 23 firms we list here are in Winnipeg itself. We have 84 firms in Winnipeg on file; this page shows the highest-rated 23. 21 of the firms on this page have a rating, from 4.7 to 5.0 across 549 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (83%) and quality (73%). 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business (2), insurance (2) and retirement planning (2). Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers urgent consultations; 2 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for all 23 of the firms on this page; 21 publish a contact page; 14 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Winnipeg take financial planning bookings online?
3 of the 23 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Canadian Islamic Wealth
“Thank you so much Jesse , We need more people like you in this world.”
Cascade Financial Group
“I've had the pleasure of dealing with Thomas Johnson at Cascade Financial Group and his expertise is amazing.”
Onbusiness Chartered Professional Accountants
“If you want it done right the first time, see ONBusiness.”
IA Private Wealth
“Nice office in a good location, great YouTube content, & superb customer service 👍 …”
Trans Canada Wealth Management
“He's got a lot of background on farm-related financial planning/inheritance issues and was super helpful.”
Bye & Associates
“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.”
Prosper Wealth
“Leanne takes great care to providing financial recommendations that grow our portfolio and potential.”
Union North Financial Management
“They are very approachable, easy to talk with and extremely prompt in their response to any questions or concerns we might have.”
Douglas Financial
“Chris, Kaitlyn and the team at Douglas Financial have consistently provided my family and I unparalleled expertise, patience, and professionalism.”
Renn Financial Group
“Josh and Richard take the time to educate you along the way to reaching your financial goals.”
Sole Financial Services
“Great service reasonable priced for doing taxes.”
Courts Financial Group
McArthur Financial Services
“My completely biased opinion is that this place has the smartest and best people to help you make wise financial decisions.”
Berard Financial Group
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U-One Wealth Management Corp.
Castle Investment Services - Prairie Region
“The staff at Castle Investment Services go above and beyond to provide excellent financial advice that is greatly appreciated.”
Lionridge Capital Management
Why these companies made our list
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