Below is a list of the top and leading Financial Services in Winnipeg. To help you find the best Financial Services located near you in Winnipeg, we put together our own list based on this rating points list.
Winnipeg’s Best Financial Services:
The top rated Financial Services in Winnipeg are:
- Warkentin Group Private Wealth Management – takes a comprehensive personal approach to your financial planning to provide you with ongoing positive results that help bring your retirement dreams to reality
- World Financial Group – do more than just provide financial services
- SOLE Financial Services Ltd – a full service independent financial planning firm dedicated to providing leading financial information combined with a wide range of competitive financial products
- Bayview Financial Group – committed to acting in your best interest
- Sigurdson Financial Group Inc. – has built a strong company with assets under administration in excess of 100 million dollars
Warkentin Group Private Wealth Management
Warkentin Group Private Wealth Management uses a comprehensive, personalized approach to financial planning in order to provide you with predictable, good results that help you achieve your retirement objectives. They don’t have sales quotas since they are truly autonomous and put their clients’ needs first. Each of their programs is customized to meet the specific requirements of each customer.
Doug and his team work one-on-one with consumers to develop tailored, integrated financial plans that cover the whole spectrum of financial services. This technique provides you with the peace of mind that comes from knowing that your financial affairs are in good hands.
Address: 363 Broadway #906, Winnipeg, MB R3C 3N9
Phone: (204) 414 2479
“We have been working with Doug Warkentin for over 20 years. We’ll be retiring in a few years. Doug has set us up to retire very comfortably. He has followed us and kept us informed every step of the way. He has also worked closely with our accountants to make sure we take advantage of all the investment opportunities. My wife and I highly recommend him for all your investment needs.” – Lionel Piche
World Financial Group
World Financial Group has been guided by their aim to assist people to live the life they desire while also safeguarding their loved ones and preparing their financial legacy since 2001. Their licensed agents across North America help people go from where they are to where they want to be by providing access to a wide array of insurance, retirement, savings, and wealth-building solutions.
They think that tremendous achievement entails a great deal of responsibility. There is a desire in their hearts, as well as the hearts of all the companies that make up the WFG community, to make a difference in the lives of others by giving back to families and people all throughout North America and the world.
Address: 1021 Court Ave Unit 202, Winnipeg, MB R2P 1V7
Phone: (204) 914 5575
“Our Finance advisor is Meni Mualem. He has met and surpassed my expectations of working with financial advisors. Mani takes the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. He regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Meni is #1.” – Konstantin Potok
SOLE Financial Services Ltd
SOLE Financial Services Ltd is a full-service independent financial planning company dedicated to providing exceptional financial expertise combined with a wide range of competitive financial solutions to individual, professional, and corporate customers. They provide a broad variety of planning services that are customized to your needs. In addition, they are independent of any financial, investment, or insurance business, and they scour the Canadian market for the finest products and pricing from trustworthy companies that will meet your demands.
Address: 137A Sherbrook St, Winnipeg, MB R3C 2B5
Phone: (204) 283 6268
“Knowledgable and friendly team. Relaxed atmosphere that I find comforting and suited to the area. Taxes are done well and at a very reasonable cost.” – M.E.
Bayview Financial Group
Bayview Financial Group is devoted to creating and strategically positioning you for a future of financial freedom by using our shared values. Their passion, innovation, and quality of service are reflected in the value we offer to their work. It expresses who they are and how they affect you, as well as the sorts of relationships they form with their clients through time. Building genuine relationships allows them to become a part of your life and allows them to bring everything that matters to you together.
Address: 1120 Grant Ave, Winnipeg, MB R3M 2A6
Phone: (204) 515 4000
“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!” – Mathieu Manaigre
Sigurdson Financial Group Inc.
Sigurdson Financial Group Inc. offers a wide range of financial services, such as insurance planning and investment choices. After more than 50 years in the industry, George Sigurdson has built a robust business with assets under administration over $100 million. With a fully supported team approach, the Sigurdson Financial Group is perfectly positioned to service its growing customer base. George and Gregg have positioned the firm for long-term success by emphasizing the importance of “serving the customer to your utmost.”
Address: 135 Lombard Ave, Winnipeg, MB R3B 0T4
Phone: (204) 953 1660
“Gregg does an amazing job of educating his clients about their investments and you can tell he genuinely cares to do his absolute best for you. Jen his assistant is always super responsive and the whole office is extremely professional. I have the utmost confidence in the whole team.” – Kelly Drummond