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1. Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management - Portage & Main
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· 52 reviews
1010-201 Portage Ave, Winnipeg, MB R3B 3K6, Canada
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Leigh Kilfoyle: Rob and his group always reply to inquiries and he has a broad range of knowledge. They really make you feel part of the family by inviting you to free events.
Lianne Kilfoyle: The Tetrault Group are super friendly and professional. They get back you right away when you need them. Rob has a wealth of knowledge on many topics. This is a very generous company too. They have many fun events for us to attend. It makes us feel part of their family.
Anne Webber: Very impressive and knowledgeable.Happy to have been introduced to this group!
Lorette Cenerini: We really appreciate Rob and his team. They are very professional and approachable.
Derek Neduzak: I’ve been very pleased with the service and response times when i am needing advice or coaching through questions I may haveVery pleased with how management handles my day to day finances!
Darren Lorette: Just started working with the Tetrault group and have had more response and interest in us than the last two advisers combined. AAAplus service!
Andree Beauchemin: This is my second year at Celebration with my dad. We had so much fun. Thank you for the lovely evening.
Rene Sabourin: Great ambiance and fantastic spread for the delicious food.
Rachel Scaletta: 5 stars event at Celebrations dinner theatre , The Beatles production !Fabulous show, excellent meal and great company ! Thanks Rob and company for a wonderful eveningdown memory lane
Ron Percy: Yes. It has proved to be the best choice we have made
Laurie Etkin: .
Daniella Di Santo: Karen is awesome and always there to provide advice or a helping hand!
Paige Boivin: Amazing night!! Had the most fun tonight than I have in a very long time
Rheal Gagnon: Great service and listens to our concerns and gives great advice. Super friendly and knowledgeable.
nora hill: We've appreciated the excellent service and attention to detail from you!
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2. Aegis Financial Group Inc. - Portage & Main
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· 14 reviews
2400 - One Lombard Place, Winnipeg, MB R3B 0X3, Canada
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Phyllis So: Positive:Professionalism,Quality,Responsiveness,ValueI’ve been dealing with Danny for few years and he is a great guy, responsible, and professional. Keep up the good work, you rock.
Annie Tran: Positive:Professionalism,Quality,Responsiveness,ValueDanny is very knowledgeable and professional. He helped us chose a plan that worked for our family with zero pressure. His patience is appreciated and his passion to his craft is evident. Thank you Aegis and Danny for everything!
Sung Hoon Kim: Positive:Professionalism,Quality,ResponsivenessAegis was prompt in following up with my needs and my wife's. My agent seems to be constantly evolving, coming up with ways to improve the investments inside the life insurance portfolio. Definitely worth the time to consider as your option!
Milk Lai: Positive:Professionalism,Quality,Responsiveness
Henry Khaw: Working with Danny has been wonderful. Not only does he care about his clients’ needs regardless if the portfolio is large or small, he is always attentive and responsive and willing to answer and explain any questions or concerns. Definitely would recommend reaching out and at the very least having a conversation about your financial portfolio goals.
Ryan Colyer: Positive:Professionalism,Quality,Responsiveness,ValueHaving dealt with Danny on many things over the years, he has always proven to be knowledgeable, considerate and professional. In this industry, he is truly one of the good guys. I highly recommend him and his team. They will look after you and help determine your needs and market tolerance.
Zane L: Positive:Professionalism,Quality,Responsiveness,Value
Y&i Gift shop: Positive:Professionalism
Lance Yu: Positive:Professionalism,Responsiveness,ValueDanny was extremely professional and knowledgeable in helping us set up our retirement plan. Highly recommended!!!
Sharon Yau: Positive:Professionalism,Quality,Responsiveness,ValueVery professional and straightforward, I trust Danny with my financial investments.
Deb del Mundo: So helpful, zero pressure. Not here to push products, but to fully understand your needs and goals. Will take the time to explain what you want, and, equally important, what you need to know. Goodness, the patience to help me understand! Also, almost gives me whiplash at the speed of service. VERY responsive and flexible. I have no reason to go to anyone else.
Kris Joyal: Positive:Professionalism,Quality,Responsiveness,ValueDanny has been great to deal with, responsive and very helpful, explaining all the financial details that I dont understand.
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3. Cascade Financial Group Inc - Winnipeg
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· 26 reviews
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
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John Teye: Positive:Professionalism,ResponsivenessTom has been very helpful over the years. He is very honest and presents you with facts to help guide you towards your financial goals
Tami D: . We've referred family and friends and will continue to do that.
sean restall: Positive:Professionalism,QualityHans 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.
South End Roofing Team: I would highly recommend Tom Johnson for any of your investment or extended health plan needs. He’s made the process easy to understand and painless. Thanks Tom!
Lorelei Henry: Ralph is always there...even before I know I need his expertise.
Whitney Friesen: 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.
cliff Caners: Ralph and his team are knowledgeable in current market trends, and truly have my best interests at heart! I will retire one day thanks to his help! He has helped me with business needs as well as our personal financial planning!! Thanks for all you do for us Team Cascade!
Nathan Yamron: Ralph and the Cascade team are fantastic !
Julianna Wollmann: My husband and I have been dealing with Hans Minish for years and we LOVE the transparency with all our investments and insurance. We always know where our money is going and trust him completely. Highly recommended Hans!
Matt Fried: Hans is top notch! Very knowledgeable, personable and reliable at answering your questions and concerns in a patient and timely manner. Great team of advisors that I highly recommend.
RiverCity Hydroseeding: We have been dealing with Cascade Financial for Just about a decade now. Tanner and Ralph have always provided excellent customer service to us as clients. If I ever needed to speak to them about a financial matter they made sure to get me in as soon as they could to go over what ever I needed. I highly recommend Cascade Financial to anyone.
Brad Martens: I’ve had Tanner as my Financial Advisor for roughly 10 years now and he has been an absolute pro. He is very knowledgeable in all the areas of investing that I could ever have questions about. Whether it be life insurance, RRSP’s, TFSA’s, he made everything simple and easy to understand. I would highly recommend Cascade Financial for any investing needs.
Anonymous Anonymous: Dealt with Tanner when purchasing my life insurance. Very informative and helpful. Always available when I need assistance. 5 stars and two thumbs up!!!
Robert White: Always impressed with Thomas Johnson's creativity and genuine care for his client's best interests
David Schmidt: Tanner at Cascade has always looked out for our best interests. He is quick to address any questions or concerns and always goes above and beyond. Excellent service by a highly professional team!
R O: Cascade Financial has always looked out for me and my family. They are supportive and welcoming and will do anything to help. They put their clients first. I cannot recommend Cascade enough.
brice maartense: I have been dealing with Tanner at Cascade for years now and I always feel taken care of by him and the team there. Love the job they do.
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Financial consultant
4. IA Private Wealth - Joe Macek, Investment Advisor, Portfolio Manager - Fort Rouge–East Fort Garry
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· 13 reviews
238 Portage Ave 3rd Floor, Winnipeg, MB R3C 0B1, Canada
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Dave Rodgers: Wow!!!!! So true by choosing the right Investment Advisor they can make you more revenue in your portfolio. So it is important to find the right person. Thank you Joe for being one of those people that "Just Make It Happen". Not only are you an expert at what you do but your personality and professionalism is rated a 10 in my books.. Highly Recommended!!!!!
Rayy Mkamel: I just met Joe & he’s amazing very knowledgeable and helpful, extremely professional highly recommend to high investors
Melanie Mitchell: I was looking for a financial planner to help get my goals in line and set up a plan to organize my savings and retirement plan. Joe took me on as a new client in his a warm, fun, humorous way that made me feel at ease.I was intimidated to call him because I do not have a six figure account to invest and wasn't sure if my small nest egg would be worth his time. Joe Macek never made me feel I was any less valuable than his “heavy-hitter” clients.If you are looking to invest large or small and want honest, personable and qualified advice. This is your guy!Melanie MitchellWinnipeg
Malikie Bodnar: Joe's a great guy and his advice really helped me! I'm on my way to becoming a millionaire thanks to him!
Jacynthe Seguin: Joe is an amazing portfolio planner. He took me on a client a few years back now, and has help me on my investment journey. He is so knowledgeable and has a wonderful way of explaining everything, so I can truly understand what is going on with my finances. Joe has a way of making you feel very much at ease and comfortable when speaking/learning about investments. He wants you to succeed and works very hard to help you achieve all your financial goals.
Chantal Boulet: I have known Joe close to six years but only recently did I become his client. I really wish I would have started investing with him years ago...wow! The amount I have learned in such little time with his extensive knowledge of the industry has been so valuable. I highly recommend him to those that are beginners! He cares about his clients and will take the time to walk you through without any judgement. I am excited about this journey, gaining more knowledge with his YouTube videos and our meetings. Thanks Joe for changing my outlook on investing and making it fun!
Nick Gilmour: I've been working with Joe for about year now, and my only regret is that I didn't start sooner. There are a lot of good things I could say about Joe but what really sticks out is how open and transparent he is when I ask him questions. He is legitimately interested in and excited about teaching me about money management and investing. I feel he's gone above and beyond the role of a traditional advisor and has earned my trust and respect. I Look forward to working with him for many years.
Celina Di Pietro: Joe is an excellent advisor! He is very friendly and always happy to answer any questions I may have. He gives great advice and has taught me so much about investing. Highly recommend!
Naish Shroff: I started working Joe in 2015. He has excellent knowledge of market. The important time of COVID when the market was uncertain, his portfolio was doing above average for us. I am very happy with the services too. The team is helpful and quick in response.
Lars Bodnr: IA Private Wealth has constantly surpassed my expectations. They ensure each of their clients not only understands what they are doing with their money but also they help you feel excited about investing. Weather you are an experienced investor or completely new IA Private Wealth should be your go to. I've had nothing but exceptional service and open dialog about how money is being invested. Joe specifically has helped me grow my financial wealth and taught me so much about the investing world at a time when i was too intimidated by the field. Joe always found a way to help me understand and thrive through investing.
Matt Redd: The process is super easy to follow and they aren’t afraid to answer questions with a smile. Definitely would suggest to anyone regardless of their walk of life.
Ramandeep Singh: Joe's great at advising on personal finances and investing. He's more than just an advisor and goes beyond to create a comfortable relationship
Derek Buchel: Very good communication and does periodic check in’s to review your portfolio. Joe has been very friendly, is able to answer any questions I have and gives great advice. Great service and I could not be happier with switching to him!
Richard Morrison: I have been with Joe for one year now.I wish I would have him handling my portfolio 20 years agoRick Morrison
leigh miller: Joe Macek has been our advisor for over four years and from the first time we met him he has made us feel comfortable. he has provided sound financial guidance that assures us in our retirement. Joe shares a wealth of financial knowledge in an open, friendly manner.
Fayez Arheam: Joe worked with me on improving my knowledge on investing. Great communication and always available to chat about my portfolio. Very much recommend to anyone thinking about investing!
Henry Weilenmann: Joe is a fantastic down to earth portfolio manager. He has greatly helped me out during the hardest time in my life. He has shown me how to invest and has protected and grown my wealth. He is honest and enthusiastic to help young people achieve financial success. He is completely transparent aswell much better than any bank. He gives one on one meetings anytime that it is needed. I also highly recommend checking out his YouTube channel. He makes investing easy to understand for beginners. I give Joe a 10/10 A+ rating. Feel free to reach out to him anytime for help.
Jordan: I have been working with Joe for two years now, and in that time, he has done absolute wonders for me. I never knew how to start my wealth building journey, but with Joes help we set up a great short and long term plan. We put those plans into motion immediately and I started to see the results very quickly afterwards, and continue to see results faster and faster. He has set me on the right path for building my wealth, and managed to change the way I think about building wealth in general. I look forward to working with him for many years to come and can not speak more highly of him. Anyone needing a fresh, positive, and smart outlook on their finances shouldn’t hesitate to reach out to Joe.
Jason South: I have been working with Joe Macek for years now and have always been pleased with the exceptional service he has provided. He is an excellent advisor and I trust him fully with my investments. I couldn’t be happier with my choice to switch over from the bank.
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5. Balwinder Teje - Financial Advisor - Winnipeg
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· 12 reviews
360 Keewatin St #5, Winnipeg, MB R2X 2Y3, Canada
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bhupinder gill: Very professional approach and humble dealing, I really appreciate him for helping and guiding us for our first home.Definitely recommend anyone looking for genuine mortgage advice
Tyler Ward: It was great working with Balwinder. He was very easy to work with and patient.
Simran Jeet: Great dealing and wonderful person. I would refer him to everyone I know.
Fatimata Ba: Hello, Teje thank you for everything
amarjeet sharma: Excellent advisor and very professional. Always responds on time and provides valuable guidance when needed. Highly recommended!
Bhupinder Singh: Balwinder provided great insights that helped me to get the refinance done quickly and smoothly.
prakul sharma: He is very helpful and explained me all the financial steps towards the purchase of my first house. Would definitely recommend.
Jagdeep Bhathal: Excellent dealing and guidance.
Hishammuddin: Answered all my questions, helped us find the best rate available to me. Overall Great experience. I'd highly recommend.
Maninder Toor: Very knowledgeable, good and honest advice. Highly recommend.
Triple G: he is really Knowledgeable guy and will guide you to right path
Nitin Madaan: Balwinder provide great services to his clients with full of transparency and gives professional advices to explore more opportunities to save money. Moreover, he helps to make your decision very efficiently in terms of finance, mortgages and insurance.
Lakhwinder Singh Virk: Highly knowledgeable person and helps me out with all the small details.
rupinder kaur: I recommend Balwinder singh for getting your insurance needs sorted. He is knowledgeable and experienced , this ensures he will provide you with best insurance product rather than trying to sell an inappropriate product to get a higher commission. He supported myself with insurance needs as well as insurance for supervisa for my parents. Thanks again balwinder for all your last minute extended support. Much appreciated !!
Amardeep Dhillon: Very knowledgeable, provided quality information in a timely manner. Reliable advisor who is highly professional, dedicated and passionate about helping his clients get the deals possible.
shilpa swetha: I did take insurance with Balwinder and it was good experience, he provided all the available options for us. Was patient to clarify all our questions.
Jaipal Singh Sohi: Honest and accurate advice received.
Clifford James Bloomfield: Blown away by his knowledge. I was fully expecting a similar experience to my bank. Give them my information, they let me know if I'm approved. So wonderful to have a sit-down meeting and talk about a wide variety of different options and how they can benefit me. 100% recommend Balwinder!
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6. Miles Consulting Services - Winnipeg
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· 1 reviews
102 Kane Ave, Winnipeg, MB R3J 2N9, Canada
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7. Debt Medic - Winnipeg
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· 23 reviews
1317 Portage Ave, Winnipeg, MB R3G 0V3, Canada
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Angie Banman: I saw an ad online and honestly didn’t think they could help me. Turned down for a loan at the bank but we were drowning in payments and garnished wages! From the very start I felt taken care of! Our unique schedule was worked around and we did zoom meetings to start the process and signed all documents by online signing. The documents were well explained and we joked and laughed with David! He was so down to earth and never made us feel like we were being judged for our situation! Brittany contacted us the next day and got me a list of documents needed and she made the process so easy! We even formed a sarcastic relationship over email! One day I want to meet her! David was there the morning of our meeting with the trustee and had me calmed down with arming me with the knowledge of what to say and what to expect! The trustee never made us feel terrible or judged either and explained the process and the situation clearly! I slept soundly for the first time in months after that meeting!If you have questions they will answer them and are ready to help! Now we are going for meetings on investing and finding the right solution for our future! I never thought I had one and would be working till I died!Highly recommend this company and their amazing staff!! They have given us so much hope! Thanks David and Brittany for making us feel we turned to the right people!!!
Samuel Roy Slade (Sam): Positive:ProfessionalismThey understood my circumstances and through their devotion and professionalism helped me relieve a financial burden of which I had difficulty repaying on a seniors income. Thank you and well done.
Corinne Madsen: I was in debt and owed quite a bit. I tried credit counselling in the past but I was having a difficult time with the monthly payments, plus my other bills. I didn’t know what to do, it felt hopeless. I saw an advertisement for Debt Medic online and called immediately. Kevin explained everything to me and answered all of my questions. I decided I needed a Consumer Proposal. Kevin gave me a list of the documents I needed to send to him... Finally the day came and I had a meeting with the Trustee. Kevin attended the meeting as well to tell me what the Trustee will say and how the meeting will go. I appreciated him being there because I was very nervous...Thanks Kevin!Debt Medic has made my situation seem that everything would be ok and I will get out of debt. I feel 100% better now than I did prior to speaking with Kevin at Debt Medic. Now I have access to financial professionals that can help me with my financial goals. Thank you so much Kevin!
Shirley Howe: Working with Debt Medic saved me. They did all the hard work and were very professional and caring towards my situation. If you or someone you know are in financial trouble these are the people to see.Thank youDebt MedicShirley from Winnipeg 👍😊
Aaron Poetker: My wife and I had quickly accumulated a lot of debt and we were never really good at debt management. On top of the credit card debt we already had, we took out a loan to help us move provinces. Once we got there, things went south and we found our monthly payments way more than we could financially handle. Everything was catching up to us at a rate quicker than we could take care of. My wife has always been a skeptic of "debt relief" or any business claiming they can help knock off some debt. I reached out to Debt Medic with a weary sense of optimism, "were they legit", "did I fall into a scam". But they are legit, and they were able to help me and my family knock off $13,000 in debt and packed it all into very affordable monthly payments. My family and I now rest easier knowing that we no longer have to think about our debt.
Sandra B: Debt Medic helped me so much I was so stressed out about my debt and just couldn't handle it anymore so I searched up for help one day I was on Facebook and this add came up talking about debt Medic I called and gave it a chance and I was happy I did they are so understanding and explained everything and really helped me every step of the way if I had a question they were there I would recommend Debt Medic to anyone that needs help so reach out and don't be scared.
daniel reyes: I got messed up with my finances and did not know what to do by that time. Thanks to Mr. David Senft and his colleagues. I owe him a lot for guiding and showing me that there's still hope, because he was in the same situation before.
Ronalda Beckett: I didn’t know how to get a handle on my bills. I called DebtMedic and they helped me see the light at the end of the tunnel. They were with me every step of the way and I gained some wonderful people that I can call friends. Thank you for all your help.
Sharon Ward: When I reached out to Debt Medic I was feeling at the end of my rope. I had allowed myself to slip into a terrible debt situation and the stress of trying to juggle the mess was affecting my mental health. I could not see a way that I could possibly resolve this on my own. I was embarrassed and ashamed of the situation I was in. After my first phone call with David I felt a tremendous and immediate sense of relief. David listened to my situation and went right to work at determining the best solution for me. Now I'm back on the road to financial wellness with a confidence and understanding that I didn't have before. Cleaning up a bad debt situation does not happen overnight but with the help of Debt Medic, the process is much less intimidating and stressful. I am incredibly thankful to David and Debt Medic for helping me get my finances back on track.
Jerry Turchen: Positive:ProfessionalismDavid and his staff have been extremely professional throughout the process, made me feel at ease! Highly recommended!
Cubelo Hernhel: Positive:ProfessionalismThis people are so generous,approachable professionally,and kindness of giving you an oppurtunity to be able a debt free and I thank you so much for being one of you're client.
Judy Marshall: Positive:Professionalism,Quality,ResponsivenessThey are an awesome company....kind and considerate....100 percent recommend!Judy
Jamie Prickett: Awesome team, and extremely helpful!
Ronald Ramos: Positive:Professionalism,Quality,Responsiveness,ValueExcellent service. Very friendly and supportive staffs. We were guided through all the steps and felt very comfortable with the person that assisted us. I would definitely recommend them to anyone. Thank you David...
8. Winnipeg Financial Planning - Top Wealth Management Firm - Fort Rouge–East Fort Garry
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· 10 reviews
177 St Mary's Rd, Winnipeg, MB R2H 1J1, Canada
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Pat Kochie: I find Justin at Wealth Management very knowledgeable and willing to help with financial issues.
Susan A.D.: I really appreciate the time Colin took to discuss my situation and answer all my questions. He’s got a lot of background on farm-related financial planning/inheritance issues and was super helpful.
Rene Vuignier: My wife and I are very appreciative of how Marc Sabourin answered our questions, making sure that we had a good understanding of our portfolio. It's very rewarding to know that our life long savings are in good hands and our investments will continue to safely provide throughout our retirement years.We highly recommend speaking to the team of professionals at Harbour Front Wealth Management to help you prepare your retirement investments.
GL Wells: Marc's advice was extremely helpful. We will be returning for his help in planning our finances because of the way he communicated our financial options clearly and answered our many questions. We are confident that he has our best interests in mind, when creating a retirement plan.
Jaq: Positive:Professionalism,Quality,Responsiveness,ValueMarc was very prompt in replying to my inquiry and very knowledgeable. His explanations were clear and easy to understand. There was no sales pressure, which was refreshing. I’ll be in touch with them again as my financial needs evolve. 🙂👍
Nettie Lambert: Positive:Professionalism,ResponsivenessMarc was incredible to deal with he went above and beyond what we expected to answer all our questions and to give us guidance. We totally recommend Marc!
pierre leclaire: Positive:Professionalism,Quality,Responsiveness,ValueThis group is not only very good at what they do, they care about you and your money. They are also very easy to talk to and explain things so it’s easy to understand. Highly recommended!
Matt Younger: Colin and Marc are skilled financial professionals who understand the unique financial planning needs of both professionals and entrepreneurs alike. Their advice is practical, actionable and grounded in sound logic. They care about their clients and are flexible in providing their services in a manner that suits the specific preferences or level of financial literacy of each client.
Aaron DeGroot: I have worked with the good folks at Harbourfront since they opened their Winnipeg office. More specifically, I've had the pleasure of working with Kevin and Colin. They are true professionals who care immensely about their clients. We would spend a good portion of our meetings talking about life in general before moving on to discuss finances.Their approach considers all aspects of life, and it is evident that their goal is to provide an all encompassing life enrichment solution and service to each client. It's not just about "RRSP's" or "life Insurance" products, it's about building a sustainable life plan so that you can be confident that you are setting yourself and your family up for a prosperous future.Thank-you for everything, guys!- Aaron DeGroot
Shawn Graydon: Positive:Professionalism,Quality,Responsiveness,ValueAlways 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.
Scarlett Williamson: 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
Brendan Heppner: Colin was very professional and easy going. He helped me set financial goals I can reach and is always available if I have a question.
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9. Greatway Financial Inc. - Winnipeg
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· 6 reviews
4-1680 Ellice Ave, Winnipeg, MB R3H 0Z2, Canada
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10. Harmony Financial Solutions Inc. - Winnipeg
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· 9 reviews
1335 Portage Ave, Winnipeg, MB R3G 0V7, Canada
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11. Debt Settlement - Winnipeg - Fort Rouge–East Fort Garry
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· 3 reviews
360 Main St #13B, Winnipeg, MB R3C 3Z8, Canada
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12. Well Life Insurance - Winnipeg
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· 13 reviews
52 Adelaide St, Winnipeg, MB R3A 0V7, Canada
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13. Canadian Islamic Wealth - Fort Rouge–East Fort Garry
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· 11 reviews
10 Fort St #203, Winnipeg, MB R3C 4L3, Canada
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14. SOLE Financial Services Ltd - Fort Rouge–East Fort Garry
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· 6 reviews
137A Sherbrook St, Winnipeg, MB R3C 2B5, Canada
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