Best Financial Advisors in Winnipeg, MB

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Winnipeg area.

Tetrault Wealth Advisory Group - CG Wealth Management

Tetrault Wealth Advisory Group - CG Wealth Management

(49)
Financial Calculators, Investment Planning, Insurance Planning
“Since signing up with Rob, all of our questions are answered promptly, portfolio performance has been significantly better, and we get regular updates on issues we need to be aware of.”
In Business Since 2010
Free Initial Consultation
1010-201 Portage Ave, Winnipeg, MB R3B 3K6
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TAX Accounting & Payroll Bookkeeping Services

TAX Accounting & Payroll Bookkeeping Services

(41)
  • Communication
  • Tax Return
  • Efficient
“Thank you for the incredible support, you have been great help to me and my brother throughout our toughest times, thank you for holding our hand and guiding us with tax filing at short notice and with such a great efficiency.”
50 Mara Pl, Winnipeg, MB R3X 0T1
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Warkentin Group Private Wealth Management

Warkentin Group Private Wealth Management

(50)
  • Strategies
  • Portfolio
  • Mind
“I have been a client of Doug's since 2018, and in that time Doug has navigated my portfolio through very turbulent markets with success which has exceeded my expectations.”
In Business Since 2012
363 Broadway #906, Winnipeg, MB R3C 3N9
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Becker Orr Wealth Management

Becker Orr Wealth Management

(36)
  • People
  • Entertainment
  • Team
“Brad Joseph - We appreciate everything you do for our family and we are grateful that you are in charge of our finances as you have impressed us over previous provide.”
In Business Since 2020
1010-201 Portage Ave, Winnipeg, MB R3B 3K6
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Lctaylor Licensed Insolvency Trustee

Lctaylor Licensed Insolvency Trustee

(27)
Credit Counsellling, Free Consultation, Debt Counselling
“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.”
In Business Since 2011
Free Initial Consultation
386 Broadway Suite 605, Winnipeg, MB R3C 3R6
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Yourstyle Financial

Yourstyle Financial

(17)
Business, Services, Personal
“I really appreciated how Doug took the time to ask questions, listen, and review my personal, family, and business plans - I loved his human centric approach when consulting me on a financial strategy that setting me up for the lifestyle I want at to...”
Transparent Fees & Pricing
2020 Portage Ave #1b, Winnipeg, MB R3J 0K4
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New Outlook Wealth

New Outlook Wealth

(23)
  • Future
  • Confident
  • Feel
“When he moved to NOW I moved too both because of confidence in him and his team and because NOW focuses on what's best for me rather than having to consider what is also”
1619 Pembina Hwy, Winnipeg, MB R3T 3Y6
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Debt Medic

Debt Medic

(18)
  • Payments
  • Feel
  • Trustee
“His guidance and support throughout the process have been instrumental, and we truly appreciate the time and effort he dedicated to helping us navigate this aspect of our financial journey.”
Free Initial Consultation
1317 Portage Ave, Winnipeg, MB R3G 0V3
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Canadian Islamic Wealth

Canadian Islamic Wealth

(13)
Risk Management, Halal Investing
“Thank you so much Jesse , We need more people like you in this world.”
In Business Since 2019
Free Initial Consultation
10 Fort St #203, Winnipeg, MB R3C 4L3
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Harmony Financial Solutions

Harmony Financial Solutions

(15)
Wealth Transition, Risk Management, Wealth Accumulation
“We have been with Harmony Financial for a few years now and find Lei to be helpful and informative in all our financial planning needs for both our personal and business side.”
In Business Since 2016
1335 Portage Ave, Winnipeg, MB R3G 0V7
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Trevor Doyle- CFP RHU CLU

Trevor Doyle- CFP RHU CLU

(27)
  • Family
  • Financial Advisor
  • Retirement
“I've had a portfolio with Trevor for years now and I highly recommend him, especially for anyone with little to no previous knowledge of investments and accounts like myself.”
111 Pulford St, Winnipeg, MB R3L 1X8
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Cascade Financial Group

Cascade Financial Group

(22)
Individuals / Families, Business
“He's friendly, approachable, and helps us understand where things are at (in every day language I can understand, when it comes to financial planning).”
In Business Since 2011
1730 Corydon Ave, Winnipeg, MB R3N 0K3
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Onbusiness Chartered Professional Accountants

Onbusiness Chartered Professional Accountants

(8)
Tax Services, Business Leadership, Financial Services
“Very accommodating, professional staff.”
Family Business
25 St Anne's Rd, Winnipeg, MB R2M 2Y1
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Crescent Financial Group

Crescent Financial Group

(14)
“They work to tailor their services to your needs, offer a wide range of investment and insurance options and spend the time with you to ensure you are getting what you need and want.”
501 St Mary's Rd, Winnipeg, MB R2M 3L2
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IA Private Wealth

IA Private Wealth

(24)
  • Expectations
  • Expertise
  • Retirement
“I initially approached Joe with questions about my work pension, and he went above and beyond to offer insightful advice, even though I wasn't a client at that point.”
In Business Since 2017
238 Portage Ave 3rd Floor, Winnipeg, MB R3C 0B1
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Bye & Associates

Bye & Associates

(8)
Businesses, Insurance, Savings and Retirement
“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.”
40 Cromwell St, Winnipeg, MB R2H 1P3
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Super Visa Insurance and Mortgage Advisor Naginder Gill

Super Visa Insurance and Mortgage Advisor Naginder Gill

(3)
Mortgage Portability, Self-Employed, Credit Improvement
“Keep going …”
Transparent Fees & Pricing
58 Kairistine Ln, Winnipeg, MB R2R
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Mastery Fractional CFO Services

Mastery Fractional CFO Services

(17)
  • Audit
  • Company
  • Consulting
“We have just started with them, but we can already see the difference that they have made, and the big differences that they are going to bring to our company as we move forward.”
In Business Since 2023
Free Initial Consultation
Winnipeg, MB
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Trans Canada Wealth Management

Trans Canada Wealth Management

(16)
  • Video
  • Retirement
  • Questions
“They care about their clients and are flexible in providing their services in a manner that suits the specific preferences or level of financial literacy of each client.”
In Business Since 2022
Family Business
900 Harrow St E, Winnipeg, MB R3M 3Y7
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Well Life Insurance

Well Life Insurance

(10)
“Leilah was fantastic and made going over and choosing my life insurance policy incredibly easy!”
In Business Since 2019
52 Adelaide St, Winnipeg, MB R3A 0V7
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Frostiak & Leslie Chartered Professional Accountants

Frostiak & Leslie Chartered Professional Accountants

(1)
Taxation, For Advisors, Accounting and Auditing
“Very knowledgeable and great to work with.”
In Business Since 2000
Family Business
1700 Corydon Ave, Winnipeg, MB R3N 0K1
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Jan Tejano

Jan Tejano

(4)
“Also good advisor especially for us new immigrants here in canada.”
In Business Since 2015
Free Initial Consultation
4-1680 Ellice Ave, Winnipeg, MB R3H 0Z2
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Union North Financial Management

Union North Financial Management

(4)
“We have already referred her to other family members (as well as friends), and will continue to suggest to others that they connect with her (or anyone from the Union North team) for their investment/retirement plans.”
Family Business
1924 Main St #1, Winnipeg, MB R2V 2B2
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Renn Financial Group

Renn Financial Group

(6)
“I feel comfortable knowing they looking out for me to ensure I have a solid financial plan for my career.”
2-104 Scurfield Blvd, Winnipeg, MB R3Y 1G4
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Retirement Planning and Investment Management Services in Winnipeg, MB Cost Estimates

Minimum cost
$1249
Maximum cost
$10611
National Average
$3745
Avg Per Hour Rates
$375
$2497
$6866
Typical price range is based on 329 cost profiles
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Average Cost $3745
Minimum cost $1249
Maximum cost $10611
Avg Per Hour Rates $375

Typical range $2497 to $6866 is based on 329 cost profiles.

Why these companies made our list

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