Financial Planners near Winnipeg

STELLAR WEALTH GROUP

475 Provencher Blvd #106, Winnipeg

Sun Closed

“Its is to bad that we didn't get to know who Stellar Wealth Group years back. For years had a great advisor with RBC by the name of Harvey Becktor-Senior Investment Banker. One day Harvey got the golden hand shake then gone!!. After this became clear RBC and his replacements had another agenda where our investments after many years became secondary to their profits. Moved it all to the Stellar Group where it is a one stop shop, best keep secret for people like us. Investments, Financial Plan every year with published review report, yearly taxes done, Life Insurance available, and a whole lot more.
Trust and confidence!!
Robert and Janis
Returns yearly well above our past”

Family Wealth Group/IPC Securities

3014 Henderson Hwy #11, East St. Paul

Sun Closed

“Family wealth group is an incredible team that is absolutely at the top of their game. Rob is such a knowledgeable and trustworthy Certified Financial Planner and is the best that Manitoba has to offer. Along with Brandon and Sandy on the team, all 3 of them deliver the absolute best in customer experiences and sound financial advice for your family and your business.”