Find the 17 Best Financial Advisors in Winnipeg, MB

Browse 17 financial advisors serving Winnipeg, MB, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
Tetrault Wealth Advisory Group provides fiduciary financial advisory services across Canada. Specializing in comprehensive wealth management, we offer personalized investment strategies, retirement planning, tax optimization, and estate solutions. Our certified professionals deliver tailored financial guidance to individuals, families, and businesses through a fiduciary framework.
Wealth Management Retirement Planning Tax Planning
Excellent client communication Great professionalism Bilingual service excellence
Cascade Financial Group provides comprehensive financial planning services for individuals and businesses across Western Canada. Specializing in investment management, insurance solutions, and retirement planning, we help clients build and preserve wealth through personalized strategies. Our team combines multi-generational expertise with modern financial tools to deliver lasting value.
Financial Planning Investment Planning Insurance Planning
YourStyle Financial provides personalized financial planning services to individuals and businesses in Western Canada. We specialize in life insurance, investment strategies, retirement planning, and wealth management. Our client-centric approach focuses on creating customized solutions that align with personal and professional goals.
Life Insurance Savings and Investing Critical Illness Insurance
Excited about our financial future Productive and positive experience Reliable and knowledgeable advisor
Reg Matheson Financial Services offers personalized financial planning and investment management solutions. Specializing in retirement planning, insurance, and estate strategies, we help clients build and protect wealth through tailored advice and diversified financial products. With decades of industry experience and partnerships with leading institutions, we prioritize client education and long-term financial security.
Investment Planning Retirement Planning Tax & Estate Planning
Bayview Financial specializes in strategic financial planning, employee benefits consulting, and wealth management for individuals, families, and businesses. Our client-centric approach combines personalized solutions with decades of industry expertise to help clients achieve long-term financial security. We focus on building trust through transparent advice, tailored strategies, and ongoing support to navigate life's evolving financial challenges.
Financial Planning Wealth Management Employee Benefits Consulting
2 reviews
ONYX Financial
28 Years
2 reviews
ONYX Financial specializes in benefits consulting and wealth management, providing tailored solutions for businesses and families since 1998. Our services include group benefits, retirement planning, investment management, and estate planning, designed to mitigate risk and secure financial futures. With a client-first philosophy and a proven GPS process, we empower clients across Canada to achieve long-term stability and growth.
Benefits Consulting Wealth Management Group Retirement Plans
Not rated yet
Marlin Reimer
25 Years
Not rated yet
Marlin Reimer offers personalized financial planning and wealth management services, focusing on retirement, estate, tax, and investment strategies. Our team of certified professionals delivers tailored solutions to help clients achieve long-term financial stability. With a commitment to integrity and client-centric service, we provide expert guidance to navigate complex financial decisions.
Private Wealth Planning Retirement Planning Estate Planning
Trusted financial advisor Proactive, knowledgeable guidance Tailored investment strategies
Tribal Councils Investment Group is an Indigenous-led investment organization focused on building competitive, culturally grounded enterprises. Since 1990, we've developed vertically integrated companies like Spirit Healthcare Group to address systemic economic disparities while maintaining cultural values. Our portfolio spans healthcare, finance, and travel sectors, serving both Indigenous communities and mainstream Canadian markets.
Healthcare product distribution Remote pharmacy services Medical supply manufacturing
Bedford Investments develops, owns, leases, and manages commercial properties in Winnipeg's historic Exchange District. Our portfolio includes office spaces, retail units, parking facilities, warehouses, and land for future development. We prioritize tenant satisfaction through direct ownership and hands-on property management.
Commercial Property Leasing Office Space Development Retail Space Management
Ellement Consulting Group provides tailored pension, benefit, and investment solutions for organizations across Canada. Specializing in retirement planning, risk management, and asset growth strategies, we combine 25+ years of industry experience with in-house actuarial expertise. Our client-centric approach ensures compliance, operational efficiency, and long-term financial security for diverse institutional clients.
Pension Consulting Benefits Management Investment Advisory
Exceeded expectations Professional staff Top-notch service
Not rated yet
Covaleyo
22 Years
Not rated yet
Covaleyo provides advanced loan origination and monitoring software solutions for Canadian financial institutions. With over 20 years of expertise, we help credit unions and banks streamline lending processes, enhance compliance, and improve member experiences through innovative technology. Our platform combines ProLender and Covarity to deliver end-to-end lending automation and real-time portfolio insights.
Loan Origination Software Loan Monitoring Software Professional Services
Increased efficiency Knowledgeable team Streamlined operations
Nelson Financial Consultants offers independent fee-for-service financial advisory solutions focused on retirement planning, portfolio management, and tax-efficient wealth preservation. Our client-centric approach combines scenario analysis with strategic risk mitigation to optimize long-term financial outcomes. We empower individuals to master retirement through comprehensive planning frameworks and educational resources.
Financial Planning Portfolio Management Insurance Services
Practical retirement strategies Clear explanations of complex issues Actionable checklists provided
Maximum Wealth Strategies provides customized financial and tax planning services for individuals and businesses. Our team of experts offers strategic guidance for retirement planning, tax optimization, and business growth across all stages of development. With a focus on collaboration and personalized solutions, we help clients preserve and grow their wealth through comprehensive, tax-efficient strategies.
Tax Optimization Retirement Planning Business Growth Strategies
Peace of mind Innovative ideas Professionalism and effort
Not rated yet
Edmond Financial Group
37 Years
Not rated yet
Edmond Financial Group is a Winnipeg-based financial advisory firm offering personalized financial planning, insurance solutions, and retirement strategies for individuals and businesses. With expertise in tax minimization, estate planning, and corporate financial services, we help clients achieve long-term financial security. Our client-centered approach combines over 30 years of experience with innovative planning tools and community-focused values.
Financial Planning Retirement Strategies Insurance Solutions
Not rated yet
Rowswell Realty
48 Years
Not rated yet
Rowswell Realty is a Winnipeg-based commercial real estate brokerage specializing in industrial, commercial, and investment properties. With over 45 years of combined experience, we offer sales, leasing, property management, and consulting services to local and international clients. Our team's expertise, industry certifications, and commitment to integrity ensure tailored solutions that deliver measurable results.
Commercial Brokerage Property Management Consulting
Quick and professional service Quality information booklet Came through with flying colors
Cardinal Capital Management is an independent investment firm offering disciplined, research-driven financial solutions for individuals, advisors, and institutions. We specialize in value investing with a focus on long-term growth and risk management. Our services include personalized portfolio management, philanthropy guidance, and specialized financial planning for professional athletes.
Investment Management Financial Planning Portfolio Management
Not rated yet
Clarke Financial Planning-Ins
32 Years
Emergency
Not rated yet
Clarke Financial Planning & Insurance Services provides specialized financial solutions for First Nations communities and businesses. We offer group insurance, pension planning, and investment strategies tailored to Indigenous governments, corporations, and individuals. As Canada's leading 100% First Nations-owned financial brokerage, we combine technical expertise with cultural understanding to deliver customized financial security solutions.
Group Benefits & Pension Plans Segregated Funds Life Insurance