Financial Consultants in Winnipeg, MB

Find accurate info on the best financial consultants in Winnipeg. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 171

Results from the 'Financial Consultants' category in Winnipeg

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200 Waterfront Dr, Suite 300, DOWNTOWN, Winnipeg, R3B 3P1

(204) 777-6699
ONYX Financial Group manages risk by integrating your wealth management, group insurance, and group retirement plans.
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37 Edmonton Street, Winnipeg, R3C 1P8

(204) 594-2210
Over time, the organization grew in both size and scope. In 1983, Joyce Kerslake became a member of the team, and she was followed in 1993 by Barry’s son-in-law Greg Schmidt, who would go on to purchase the business from Barry in 1997. Pam McWilliams joined the team not long after that, in 2000, and the two Jamies, Laker, and Campbell, came aboard in 2007 and 2011 respectively. The expanding team enabled Rob-Lyn to grow beyond an insurance focused organization into one that is able to get to know clients more intimately in order to best help them with every aspect of their financial plan. In 2011, Rob-Lyn Financial moved to the house on 37 Edmonton St. to work in an environment that suited the family feel of the business, allowing themselves as well as clients to feel comfortable and at home in their surroundings. Though much has changed at Rob-Lyn Financial, the principles that Barry held when he founded Rob-Lyn, and the desire to help look after clients, still remain very much at the heart of Rob-Lyn Financial.
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798 Sargent Avenue, Winnipeg, R3E 0B8

204-818-2380
SmartWealth Financial Incorporated is your trusted team of Winnipeg financial advisors. We specialize in personalized financial planning, investment strategies, retirement planning, estate planning, and risk management. Serving individuals, families, and business owners in Winnipeg and surrounding areas, we help you build, protect, and transfer wealth with clarity and confidence. Whether preparing for retirement, saving for a major purchase, or growing your investment portfolio, our advisors tailor financial strategies to match your unique goals and lifestyle. Looking for a reliable financial advisor in Winnipeg? Let SmartWealth Financial guide you with practical, proven solutions that reduce risk and maximize long-term success.
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100 Osborne Street North, Winnipeg, R3C 1V3

(204) 975-9292
Berard Financial Group Ltd.: Established in 1992, Berard Financial Group are financial advisors based in Winnipeg, MB. They are here to assist you with your investments and help you with your retirement and estate planning. They are delivering Winnipeg residents a full range of financial services that will help them reach their financial goals. Their mission is to strive to build long term relationships with their clients so they can grow with them and their families. They are in it for the long haul. Delivering a full range of financial services ... The Berard Financial Group possesses qualities that are quite rare in the financial industry.
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201 Portage Avenue, Unit 2000, Winnipeg, R3B 3K6

204-257-9100
At the Nault Group, we offer a holistic approach to financial planning for executives, professionals, business owners, pre-retirees and retirees who wish to take a collaborative approach to financial planning. We have the expertise to help you fully understand your financial status and the impact of impending life transitions. We look forward to working with you to create a flexible wealth management strategy to support your immediate needs and long-term goals.
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201 Portage Avenue, Winnipeg, R3B 3K6

+1 204-956-7200
BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada's Top 100 Employers for 2025.
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201 Portage Avenue, Winnipeg, R3B 3K6

204-953-7416
As financial advisors in Winnipeg, we bring clarity and organization to your financial life. We keep you aligned with your financial commitments, provide fresh insights to ensure your decisions are well-informed, and listen attentively to understand what truly matters to you. This approach allows us to anticipate and navigate life's transitions seamlessly together. (Investors Group Financial Services Inc.)
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Winnipeg

(204) 557-0634
Call us today to learn more!
At Yinka Financial Services, we believe that financial planning should be personal, practical, and empowering. What sets us apart isn’t just the range of services we offer—it’s how we deliver them. We take time to understand your unique goals, values, and challenges, then build a financial strategy that’s tailored to you, not the market trends. Whether you’re building wealth, protecting your family, planning for retirement, or securing your business, we offer clear, faith-grounded guidance with a focus on long-term confidence and peace of mind. You’re not just a client—you’re a partner on a purpose-driven journey, and we’re with you every step of the way
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37 Edmonton Street, Winnipeg, R3C 1P8

+1 204-594-2210
Since 1976, RLF Advisory has partnered with high-net-worth entrepreneurs, executives and their businesses to bring clarity to financial complexity. We help you understand the possibilities your success has created and protect what you've built. Your questions, our purpose. - Do we have enough? - Will it last? - What happens if something goes wrong? - Is our business making smart investments in our employees' health and well-being? These questions drive our purpose. Through integrated planning and collaborative expertise, we help you transform these concerns into confidence. We want yo help you make the most of your life's work.
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1100 Notre Dame Avenue, Winnipeg, R3E 0N8

+1 204-869-3688
Residential, Commercial mortgage and Private loan.
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140 Meadowood Drive, Unit 5A, Winnipeg, R2M 5L8

+1 204-336-6167
Bankruptcy service, financial consultants
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360 Main St #1800, DOWNTOWN, Winnipeg, R3C 3Z3

(204) 957-1730
Dealer, conseils en placements, services financiers, fonds communs de placement, Investment Dealers, administration immobilière, Financial consultant, fonds mutuels
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Suite 200 - 584 Pembina Hwy, RIVER - OSBORNE, Winnipeg, R3M 3X7

(204) 954-2911
Financial Planning Consultants, Security & Commodity Brokers, services financiers, Consultant, Financial Planning, Financial Planner, Retraite et Planification financière, Exchanges, Finance, Finances et Légal, Planificateurs financiers, Real Estate, Dealers, Investment advice, Insurance, Planning
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1c, 100 Osborne St N, Winnipeg, R3C 1V3

(204) 946-2543
Financial Consultant, Investment Consultation, Financial Planning Consultants, Financial Planner, agents d assurance
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702-1661 Portage Avenue, J. B. MITCHELL, Winnipeg, R3J 3T7

(204) 925-1250
Retraite et Planification financière, Planning, Finances et Légal, Planificateurs financiers, Mutual Funds, Fund, Financial Planner, Consultants, Financial
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220 Newmarket Blvd, Unit 1, POLO PARK, Winnipeg, R3T 6G7

(204) 956-0519
Consultant, Financial Planner, retirement consultants, Financial Planning Consultants, Planning, conseillers, Nursing & Personal Care, planification financiére, Retirement Planning Consultants
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501 St Mary's Rd, NORTH ST. BONIFACE, Winnipeg, R2M 3L2

(204) 987-4874
Consultant, placements, Finance broker, Financial Planning Consultants
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100 Osborne St N, RIVER - OSBORNE, Winnipeg, R3C 1V3

(204) 946-8112
Assurances, Consultant, Insurance agency, planning, Courtiers & agents d assurance, Financial Planning Consultants, Assurance et Immobilier
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242 Hargrave St #1400, Winnipeg, R3C 0T8

(204) 944-0025
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking combined with our thinking, to create Enriched Thinking.
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2727 Portage Avenue, BOOTH, Winnipeg, R3J 0R2

(204) 885-6865
Planning, Broker, Assurance et Immobilier, Courtiers & agents d assurance, Consultant, Agent, Financial Planning Consultants, Insurance agency, Insurance Agents, Assurances, Financial

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