The 8 Best Financial Advisors in Winnipeg

Do you know what a good retirement plan, successful investments, and transparent finances have in common? Unless you’re a financial genius, they’re all only possible with the best financial advisor in Winnipeg, of course!

Finding a financial advisor may be a challenging task. But don’t worry because we’ve got you covered – we’ve rounded up the top financial advisory groups in the city.

We also answered frequently asked questions about financial advisors, which you can find near the end of this article. But before we move on, we’ll first give you the criteria on how to choose a financial advisor.

What to Find in a Financial Advisor in Winnipeg

1. Certifications

Many traders and professionals may call themselves financial advisors. But you also have to ask yourself if they’re really what they say they are.

So, to avoid any scams or inefficiencies, you can first check out your potential advisor’s full name. When you see these titles, you know you’ll be in good hands:

• CFA – Chartered financial analyst
• CFP – Certified financial planner
• CHFC – Chartered financial consultant
• CIM – Canadian investment manager
• CLU – Chartered life underwriter
• CMP – Certified management professional
• RFP – Registered financial planner
• TEP – Trust and estate practitioner

2. Expertise

Next, you also have to check out the expertise that your potential advisor offers. Financial advisory covers many things, including the following:

• Assets and properties management
• Stock trading
• Retirement, estate, and long-term health care planning
• Tax planning
• Investment planning and trading
• Debt management

With such a wide range of services, you need to find a financial advisor who will cater to your specific needs.

Hence, if you’re looking to maximize your wealth, you may do better with an investment planner than, say, an expert in debt management.

3. Communication skills

You also have to find a financial advisor who has good communication skills. This only means that you need to find someone willing to listen to your needs, who respects your situation, and who updates you on your transactions.

4. Values

To avoid losing any money or staining your name, make sure you’re only dealing with a moral and trustworthy advisor that follows financial laws and guidelines strictly.

You can do this by searching for complaints via reviews or disciplinary actions via Canada’s Investment Industry Regulatory Organization (IRRO).

Of course, you also need to find someone trustworthy because they’ll be handling your money and assets.

Make sure you’re doing business with someone who won’t make a run for it the moment they get hold of your hard-earned money.

5. Costs

You also have to check how much you’ll need to pay your financial advisor. After all, you’re seeking their help to be financially stable, so you must find someone you can pay within your budget.

If you don’t know just how much is too much when it comes to paying financial advisors, we’ll cover that in our next section.

The 8 Best Financial Advisors in Winnipeg

Now that you know how to choose a financial advisor, it’s finally time to pick one. Here are our top picks of financial consultancy companies in Winnipeg to help you out.

1. Bilyk Financial

SERVICES	Summary of services, investment management, insurance, legacy planning, risk management, tax planning, and group benefits.
WEBSITE	https://bilykfinancial.com/
ADDRESS	4769 50 Ave, Vegreville, AB T9C 1L1, Canada
CONTACT DETAILS	hello@thebilykteam.ca 780-632-6770
OPERATING HOURS	Monday – Friday, 9:00 AM – 5 PM

With more than 50 years of experience in the world of finance, Bilyk Financial offers one of the best financial advisory services in Winnipeg and the neighboring communities.

One of the best things about this company is their proactive client relations and process-oriented solutions. They provide clients with investment alternatives and keep them updated with emerging trends in monetary policies and sustainable investing. The company can also help you maximize tax-saving incentives and optimize your financial plans.

Bilyk Financial operates an institutional-grade investment management approach that they customize precisely to your situation. Most advisors start with an allocation to different asset classes and then fill the “buckets” with specific investments. They go the other way: they start with a universe of strategies, analyze each on the basis of returns, volatility, and correlations, and then build a portfolio that combines them in a way that they believe will best meet their clients’ objectives.

In practice, that means going outside the traditional stocks-bonds paradigm and into alternatives, which can be especially useful for generating income in the current environment. Each portfolio will include exposure to different investment solutions, including public equities, private equities, fixed-income, private real estate, private infrastructure, private credit, and commodities.

They believe that they can provide investors with above-average, long-term, risk-adjusted returns by consistently following their investment philosophy and process.

All in all, Bilyk Financial has a lot to offer, and we’ve seen that their clients only have positive things to say about them. They also have a lot of long-term clients, which serves as a proof of their commitment to service.

Customer Reviews

They provide professional advice and service

“I have been a client of Adam and Joe for over 12 years.  It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!” – Darryl Vinet

Impressed with their customer service, responsiveness, and positive approach

“We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments.  They definitely stand out amongst financial advisors in our view.”  – Mark Corkery

2. Tetrault Wealth Advisory Group

SERVICES	Wealth Management Investment Planning Financial Planning Retirement Planning Tax Planning Insurance Planning Financial Calculators
WEBSITE	https://robtetrault.com/
ADDRESS	1010-201 Portage Ave, Winnipeg, MB R3B 3K6, Canada
CONTACT DETAILS	+1 204-259-2859
OPERATING HOURS	Monday – Friday: 8:30 AM – 4:00 PM

Tetrault Wealth Advisory Group is a financial services firm that prides itself on providing a sophisticated and tailored Wealth Management experience for its clients. The team is dedicated to simplifying the lives of those who do business with them by connecting clients to the financial solutions they need.

We like that the firm assists clients with education planning, charitable giving, retirement planning, and leaving a legacy. This comprehensive approach covers various aspects of wealth and estate planning to meet clients’ long-term objectives.

With access to 45+ banks and credit unions, Tetrault Wealth Advisory Group provides cash management services to support the maintenance and growth of clients’ investment portfolios.

While the firm mentions providing value-added solutions to support the growth of investment portfolios, specific details about these offerings can be further discussed with one of the advisors on a video consultation call.

Overall, Tetrault Wealth Advisory Group offers a comprehensive suite of financial services with a focus on personalized wealth management. The firm’s commitment to client service excellence, disciplined advisors, and a broad range of planning services are notable strengths.

Customer Reviews

Here are some reviews from their clients:

“After 5 weeks at Tetrault Wealth we see positive returns with our portfolio. We switched because we lost money since 2020! What a nice feeling and such a pleasant and high service staff to dealt with almost makes this experience surreal! Thank you Rob!”

“Truly a great group of people that are willing to listen and answer questions at any time. Very personalized service and we are realizing very good returns on our investments. Highly recommend Rob and his team.”

3.   Endeavour Wealth Management

BEST FOR	Smart Money Planning
SERVICES	Financial Planning, Investment Management, Tax Management, Business Succession, Insurance Planning, Estate & Trust Planning, Retirement Planning, Private Client Services
WEBSITE	https://www.endeavourwealth.ca/
ADDRESS	940-201 Portage Avenue Winnipeg, MB, R3B 3K6
CONTACT DETAILS	204-515-3450 1-855-315-3450 info@endeavourwealth.ca
OPERATING HOURS	Monday – Friday: 8:30 AM – 4:30 PM

If you are looking for a financial advisor around Winnipeg to guide you on your path, then you should stop looking for one and go to Endeavour Wealth Management. 

Endeavour Wealth Management focuses on their clients where they build their trusting relationships through honesty and integrity. By building these relationships, they offer financial plans, curated by their highly-qualified team. They curate specific and professional guidance based on what is your focus on. 

The management has a team of highly-accomplished advisors and is supported by well-rounded staff to ensure quality financial support for your business or family. They also have an advanced planning team and external professionals and operations to ensure that you have all that you need in wealth management. 

Aside from financial planning, they also provide tax planning, investment strategy, estate planning, and other related services in finance and business. 

If you are interested, you may contact them via the details provided in their portals, although it would have been better if they could provide a free quote for your needs. 

Overall, if you are in need of a financial advisor in Winnipeg, you might want to check Endeavour Wealth Management and secure your future, your family, and your business.

Customer Reviews

Exceptional staff and service

“Grant is a consummate professional who will provide you with exceptional customer service and sound investing advice. Well educated in his field and an excellent source of information. My wife and I highly recommend him for your financial investing journey. Folks have a plan and follow it. At some point in life you will retire and your retirement tomorrow is based on the decisions you make today. Do yourself a favor and call Grant White and his team at Endeavour Wealth Management- your future self will thank you for it.”— Michael Desgroseillier

4. Warkentin Group Private Wealth Management

BEST FOR	Packaged well management
SERVICES	Wealth management, tax, philanthropic, insurance, and investment planning
WEBSITE	http://warkentingroup.com/
ADDRESS	363 Broadway #906, Winnipeg, MB R3C 3N9
CONTACT DETAILS	(204) 414-2479
OPERATING HOURS	Monday – Friday: 8:00 AM – 4:00 PM

Warkentin Group Private Wealth Management delivers just as its name suggests. It follows a comprehensive and holistic 8-step process to benefit its clients.

Its wealth management plans involve investment, estate, and tax strategies so its clients can have the future they want. Warkentin Group’s services also include philanthropic planning, thus guiding its clients as they bring significant change to their own environment.

As part of its process, Warkentin also connects its clients with tax lawyers who’ll ensure finances are well within legal grounds.

Doug Warkentin, one of the top-ranking Canadian advisors, leads this company with his expertise in tax and wealth-building strategies. He also has an FCSI fellowship and a license for investment management.

Customer Reviews

Customers have claimed that Warkentin’s services go up and beyond their expectations. Here are the reviews that felt the same way:

“I have been a client of Doug’s since 2018, and in that time Doug has navigated my portfolio through very turbulent markets with success which has exceeded my expectations.  Someone like myself with very little market knowledge, Doug has been patient taking the time to explain certain strategies. Thank you Doug and your team for the the great service !”—Andrew Voth

“My husband and I came to Doug about a year ago for advice on financial planning, as I had never been given any by the bank I that I have worked at for 17 years. He completed a detailed financial plan for me and my family, and put together a portfolio recommendation.  The reports and graphs that he showed us painted a picture we could fully understand. We now know when we can retire and are confident that we are on track. Thank you Doug!”—Aneta Wychowaniec

5.   Cascade Financial Group Inc

BEST FOR	Investments
SERVICES	Insurance, financial, and investment planning
WEBSITE	https://www.cascadefinancialgroup.com/
ADDRESS	1730 Corydon Ave, Winnipeg, MB R3N 0K3
CONTACT DETAILS	(204) 837-1161
OPERATING HOURS	Monday – Friday: 9:00 AM – 4:30 PM

Cascade Financial Group can handle long-term and immediate financial planning and management for both individual and group clients. Most especially, it specializes in securing continuity with insurance planning.

Ralph Irwin, an FPSC financial planner, leads a team of four financial advisors. The team then starts its process by informing its clients of the financial strategies essential for their long-term goals.

Aside from insurance planning, Cascade also does investment and financial planning.

Its investment planning is also a continuous process as its financial advisors constantly monitor opportunities to rebalance and reallocate your funds.

Additionally, Cascade Financial Group specializes in funding for key-person and business transitions so businesses can stay stable despite the loss of essential people. It can also help its commercial clients obtain group benefits efficiently.

Customer Reviews

Here are some testimonials from customers who view Cascade as the best financial advisor in Winnipeg:

“Hans was fantastic in assisting me in getting Critical Illness insurance for my kids and in helping me set up RRSP investments.  He made the process for both smooth; and was happy to have discussions with me regarding the investment options available through Cascade Financial and tailoring one to my own liking.”—Sean Restall

“Hans is a very personable and friendly advisor. He explains everything you need to know in a very straight forward way. He truly wants to see each of his clients succeed and enjoys meeting and working with his clients! We always feel like our needs are being taken care of and Hans is easy to get ahold of if we have any questions. I highly recommend Hans to anyone who needs a knowledgeable hard working advisor.”—Whitney Friesen

6.   Yourstyle Financial

BEST FOR	Holistic long-term financial planning
SERVICES	Personalized and business financial, insurance, and tax planning
WEBSITE	https://www.yourstylefinancial.ca/
ADDRESS	2020 Portage Ave #1b, Winnipeg, MB R3J 0K4
CONTACT DETAILS	(204) 474-2929
OPERATING HOURS	Monday – Friday: 9:00 AM – 5:00 PM

Yourstyle Financing is yet another type of financial advisor offering help for Winnipeggers to fulfil their long-term goals. Its expertise is suitable for personal accounts and both public and private companies.

Its focus lies mainly on insurance and long-term planning for individuals. To carry out such services, Yourstyle’s founder, Doug Buss, heads a team of financial advisors, business managers, and life planners.

For its business clients, Yourstyle works much like an insurance broker, but with more personalized services. It thus offers complete employee benefits coverage, including travel, emergency, health, dental, life, and retirement plans.

But what sets Yourstyle apart from its competitors is it approaches retirement and long-term goals through other aspects not just financially.

Thus, clients can engage in presentations about family, inner peace, health and fitness, relationships, and other life-essential aspects.

Customer Reviews

Another thing that clients appreciate about Yourstyle is its reasonable pricing. Here are the some reviews to tell you more about what clients like about this company:

“Our business is highly competitive in the area of employee retention. Doug Buss was able to give us a leg up on the competition by providing us with a comprehensive benefits package. He explained different options that were available and we were able to choose the one that fit us best. We appreciate the experience and knowledge Doug was able to share with us.”—Ira van den Berg

“Doug and the team at Yourstyle financial are fantastic. They approach their business from a place of care for their client and they really know their stuff. If you want a financial planner who will have your best interest at heart and will take the time to listen, contact Yourstyle.”—Louisa Hofer

7.   Queenston

SERVICES	Sellers Services Buyers Services Merger/Transition Services Valuation Services
WEBSITE	https://queenston.net/
ADDRESS	MANITOBA: Suite 1800 201 Portage, Winnipeg, MB, R3B 3K6 QUEBEC: 300 Churchill Street, Office  403, Greenfield Park, QC  J4V 2N2
CONTACT DETAILS	Phone: 204-889-1189 Email: info@queenston.net
OPERATING HOURS	Monday – Friday, 9:00 AM – 5 PM

We have experienced exceptional service from Queenston, a financial advisory firm that truly understands client needs. Their team demonstrated profound expertise, making complex financial concepts easy to grasp.

Moreover, the efficiency at Queenston is unmatched. They handled our financial portfolio with impressive speed and accuracy, ensuring all our transactions were executed flawlessly.

Furthermore, Queenston offers their services at competitive rates. We found their affordability to be a significant advantage, providing high-quality financial advice without breaking the bank.

In addition, the facilities at Queenston are state-of-the-art. The modern, comfortable environment created a pleasant experience during our consultations.

Finally, the personalized attention we received was remarkable. Queenston’s advisors took the time to understand our unique financial goals and crafted tailored strategies to meet them.

8. Winnipeg Financial Planning

BEST FOR	Specialized financial planning
SERVICES	Insurance planning, tax planning, estate planning, retirement planning
WEBSITE	https://winnipegfinancialplanning.com/
ADDRESS	177 St Mary’s Rd, Winnipeg, MB R2H 1J1
CONTACT DETAILS	(204) 256-5555
OPERATING HOURS	Monday – Friday: 8:00 AM – 5:00 PM

Just as its name and brand say, Winnipeg Financial Planning offers the best financial planning in town. Its services include tax, retirement, insurance, estate, and cash flow planning.

Additionally, Winnipeg Financial Planning also offers portfolio management services, which include investment management and behavioural finance coaching.

These services can thus help clients also build good financial habits, which they can practice by themselves.

Another great thing about Winnipeg Financial Planning is that it offers flat-free pricing for all its services. It even offers a 30-minute consultation to draft a plan that works best for its potential clients.

But the best thing about this company is that it has the best financial advisor in Winnipeg for very specialized needs. It has a financial advisor focused only on agriculture, another one for sports, and another one for retirement.

Customer Reviews

Read these reviews to know what’s in store for you should you choose Winnipeg Financial Planners as your financial advisor:

“Always feel that my best interests are top of mind.  Enjoy being held accountable for my long term goals and always provided options on how to maximize the process.”—Shawn Graydon

“I choose this firm to handle my large retirement payout. It was a great decision. They have made good investments on my behalf and my financial investor Colin, has proved himself to be completely trustworthy and absolutely available whenever I’ve had a concern or question. He has personally been involved with my accountant on my behalf so that I haven’t had to worry about a thing! My investments have been solid during this pandemic. I have complete faith moving forward with this team”—Scarlett Williamson

Frequently Asked Questions

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Now that you know where to get the best financial advisor in Winnipeg, you can start worrying less about your finances and your future. All you need to do now is to choose which financial advisor fits your needs, budget, and other personal criteria.

Did we miss any good options? If so, please leave us a note so we can look into their services and credentials, and possibly provide fellow consumers with more options.

If you’re looking for other lists dealing with your personal finances, you can also check out our list of the best insurance brokers in Winnipeg. With these companies and your advisor’s help, you can surely expect a bright future.

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