Business Details
22 Years
experience
Your Trusted Financial Partner in Winnipeg
At Bayview Financial, we are dedicated to empowering individuals, families, and businesses to achieve financial freedom through personalized strategies. Our approach centers on understanding your unique goals, crafting tailored solutions, and providing ongoing support to adapt to life's changes. With decades of combined experience, our team prioritizes your best interests, leveraging expertise in financial planning, wealth management, and employee benefits consulting. We believe in building meaningful relationships to guide you through every stage of your financial journey. Our process includes discovery, analysis, recommendation, implementation, and regular review to ensure your plan evolves with your needs.By focusing on both protection and growth, we help you maximize wealth while safeguarding against risks. Our commitment to transparency, education, and client-centered service sets us apart as trusted advisors. Whether you're planning for retirement, managing a business, or securing your family's future, we are here to simplify complex financial decisions. Our team's dedication to excellence is reflected in our memberships with leading industry associations and certifications. We take pride in making a lasting impact by turning financial goals into achievable realities.
Services
Financial Planning
Wealth Management
Employee Benefits Consulting
Retirement Planning
Insurance Solutions
Estate Planning
Investment Management
Group Benefits Plans
Tax Optimization Strategies
Risk Management
Details
- Year established: 2004
Highlights and features
- We offer decades of combined experience in financial planning and wealth management.
- Our team holds advanced certifications including Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU).
- We provide personalized financial strategies tailored to your unique life goals.
- Our five-step process ensures comprehensive, adaptable financial planning.
- We prioritize ongoing education and industry-leading expertise to serve clients better.
Associations and certifications
- Advocis: The Financial Advisors Association of Canada
- Canadian Pension & Benefits Institute
- Canadian Group Insurance Brokers Network
Services
Financial Planning
Our financial planning service creates customized roadmaps to help clients achieve short- and long-term goals. We analyze current financial situations, identify gaps, and develop strategies for wealth growth and protection. With ongoing monitoring, we ensure plans adapt to life changes while maintaining focus on retirement, education funding, and legacy planning.
Employee Benefits Consulting
We design comprehensive employee benefits packages tailored to business needs and budgets. Our consultants analyze workforce demographics, recommend insurance solutions, and optimize tax-efficient benefits. We provide ongoing support for plan administration while ensuring compliance with regulatory requirements and evolving employer-employee needs.
Wealth Management
Our wealth management service integrates investment strategies with holistic financial planning. We assess risk tolerance, create diversified portfolios, and implement tax-efficient wealth preservation techniques. The service includes regular performance reviews and adjustments to align with changing market conditions and personal circumstances.
Retirement Planning
We develop retirement strategies that balance income needs with lifestyle goals. Our approach examines pension plans, RRSPs, TFSAs, and alternative investments to create sustainable income streams. We incorporate tax minimization strategies and contingency planning to ensure financial security throughout retirement years.
Insurance Solutions
We provide life, disability, and critical illness insurance solutions to protect against financial risks. Our advisors assess coverage needs, compare policies from multiple providers, and recommend cost-effective options. The service includes regular policy reviews to ensure adequate protection as life circumstances evolve.
People
Rob
Founder
With over two decades of experience, Rob established Bayview Financial in 2004 after starting his career at Great-West Life. He specializes in strategic financial planning and wealth management while maintaining industry affiliations with Advocis and the Canadian Pension & Benefits Institute.
Rick
Financial Consultant
Rick brings 41 years of insurance and financial services experience, including roles at Great-West Life. He holds CFP, CLU, and CH.F.C. designations and specializes in retirement planning, insurance solutions, and pension plans while maintaining active industry leadership roles.
Rhonda
Financial Advisor
Rhonda focuses on personalized financial planning for families and business owners. She develops customized strategies through comprehensive analysis of clients' unique circumstances and maintains collaborative relationships with legal and accounting professionals to optimize client outcomes.
Shanna
Group Benefits Specialist
Shanna specializes in creating tailored employee benefits plans while providing ongoing education about insurance options and business tax incentives. She emphasizes understanding organizational needs to enhance employee wellbeing through comprehensive group benefits solutions.
Barb
Financial Consultant
With over 30 years in financial services, Barb focuses on helping clients achieve personal goals through strategic planning. She transitioned to financial advising from land development in 1986 and brings extensive experience in insurance and wealth management solutions.
Questions
What financial services do you offer for individuals?
We provide comprehensive financial planning, retirement strategies, insurance solutions, and wealth management tailored to individual needs and life goals.
How do you approach business employee benefits planning?
We analyze company needs to create customized group benefits packages that balance employer objectives with employee wellbeing while maintaining cost-effectiveness.
What makes your financial planning process unique?
Our five-step process includes discovery, analysis, recommendation, implementation, and ongoing review to ensure plans evolve with changing life circumstances.
Do you work with clients outside Winnipeg?
While based in Winnipeg, we serve clients across Manitoba and can provide virtual consultations for those in other locations.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), and industry association members with decades of combined experience.
How often do you review financial plans?
We recommend annual reviews but provide ongoing monitoring and adjustments as needed for significant life changes or market shifts.
Reviews (1)
Mathieu Manaigre
Aug 20, 2020
Report
Positive:Professionalism,Responsiveness
Rob has built an amazing team of advisors and really knows his stuff. Bayview is personable and really make you feel well taken care of. I strongly recommend this firm for both personal and corporate services!
Rob has built an amazing team of advisors and really knows his stuff. Bayview is personable and really make you feel well taken care of. I strongly recommend this firm for both personal and corporate services!
