Business Details
28 Years
experience
Your Trusted Financial Partner in Winnipeg
Reg Matheson Financial Services has been dedicated to helping clients achieve their financial goals since 1998. With over 35 years of industry experience, we provide trusted financial advice tailored to individual needs through a comprehensive range of services including investment planning, insurance planning, and retirement and estate strategies. Our independence allows us to partner with major financial institutions like Manulife Financial and Canada Life, ensuring access to diverse products that best serve our clients.We prioritize client education and long-term financial well-being, leveraging expertise developed through professional training and certifications in segregated funds, tax planning, and business insurance. Managing over $70 million in client assets, we combine personalized service with well-diversified portfolios to support financial success.
Services
Investment Planning
Retirement Planning
Tax & Estate Planning
Insurance Planning
Registered Accounts
Annuities
Disability Insurance
Critical Illness Coverage
Education Planning
Guaranteed Lifetime Income
Details
- Year established: 1998
Highlights and features
- We offer 35+ years of experience in comprehensive financial planning.
- Our partnerships with major institutions ensure diverse product options.
- We specialize in retirement, estate, and tax planning strategies.
- We manage over $70 million in client assets with personalized portfolios.
- Our team prioritizes client education and long-term financial well-being.
Services
Investment Planning
We develop customized investment strategies to grow and protect client assets. Our approach combines risk assessment, market analysis, and diversified portfolio construction tailored to individual financial goals. With access to products from major institutions, we help clients build wealth through both registered and non-registered accounts.
Retirement Planning
Our retirement planning services ensure clients achieve financial security in their post-work years. We analyze current assets, project future needs, and implement solutions like RRSPs, RRIFs, and annuities. Through regular reviews and adjustments, we help maintain financial stability throughout retirement while minimizing tax liabilities.
Tax & Estate Planning
We help clients minimize tax burdens and ensure smooth asset transfer through comprehensive estate planning. Services include will creation, trust establishment, and beneficiary designation strategies. Our expertise in tax-efficient gifting and succession planning protects family wealth across generations while addressing current tax obligations.
Insurance Planning
We provide life and health insurance solutions to safeguard against financial risks. Options include term life, whole life, universal life, and critical illness coverage. Our approach ensures adequate protection for dependents while integrating insurance into broader financial plans to maintain family financial stability during unexpected events.
Education Planning
Our education planning focuses on building dedicated savings for children's post-secondary education. Through Registered Education Savings Plans (RESPs), we help clients maximize government grants and investment growth. We provide ongoing management to ensure sufficient funds are available when education expenses arise, while maintaining overall financial balance.
People
Reg Matheson
Financial Advisor
Reg Matheson is a licensed life insurance broker with 35+ years of experience in financial services. He holds certifications in segregated funds, investment planning, and estate strategies. After graduating from Red River College, he worked with Canada Permanent Trust and Sun Life Financial before founding his independent practice in 1998.
Questions
What financial planning services do you offer?
We provide investment planning, retirement strategies, tax & estate planning, insurance solutions, and education savings plans tailored to individual client needs.
How do you differ from bank financial advisors?
As an independent advisor, we partner with multiple institutions to offer unbiased recommendations and diverse product options not limited to a single bank's offerings.
What experience do you have managing investments?
We have over 35 years of experience managing $70+ million in client assets using diversified portfolios and strategies adapted to market conditions and client goals.
Do you work with specific financial institutions?
We collaborate with major providers like Manulife Financial, Canada Life, and Desjardins to offer competitive products across insurance, investments, and retirement solutions.
How are your fees structured?
We use transparent fee structures based on services provided, including commission-based products and fee-for-service planning options discussed during initial consultations.
Reviews (1)
Fred Pollock
Aug 24, 2019
Report
I have known Reg Matheson for over 35 years now. Reg is the kind of person you can't but help like. His personality draws you in and his whit takes you breath. His knowledge of the financial world is astonishing and truly parallels his in depth insight of world politics. So many times he has told me of a worldly event streaming on popular news channels and the incoming impact to which it will affect our investments. Many more times then not has his predictions paid off handsomely for us. His explanation of how this or that will benefit our portfolio is made easy by his layman way of explaining
