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BEST RATED WINNIPEG, MB FINANCIAL SERVICES FR

3 Best Financial Services in Winnipeg, MB

Expert-recommended Top 3 Financial Services in Winnipeg, MB. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Winnipeg financial service Tetrault Wealth Advisory Group
Winnipeg financial service Tetrault Wealth Advisory Group
Winnipeg financial service Tetrault Wealth Advisory Group
Winnipeg financial service Tetrault Wealth Advisory Group video
8+ YEARS IN TBR
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TETRAULT WEALTH ADVISORY GROUP

(4.8 Score)
1010-201 Portage Avenue,
Winnipeg, MB R3B 3K6 Directions

Since 2010

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Wealth Management ✓ Sports Wealth Management ✓ Wealth Management for Professional Athletes ✓ Financial Planning for Professional Athletes ✓ Indigenous Wealth Management ✓ Investment Planning ✓ Tax Planning ✓ Insurance Planning ✓ Financial Calculators

“Tetrault Wealth Advisory Group simplifies the lives of those who do business with them by listening to their clients and connecting them to the financial solutions they need. Robert Tetrault is the branch manager and senior portfolio manager of the group. The Tetrault Wealth Advisory Group team is committed to providing opportunities for their customers and clients throughout their financial lives. Each team member brings the expertise, judgment, leadership, and diversity of thought and experience required to make responsible decisions for all of their clients. Their team prides themselves on a combination of accountability, proactivity, and genuine concern in each relationship. Known for their initiative and doing what’s right, clients value the authoritative and kind-hearted advice that helps them get where they need to be. They provide a world-class wealth management experience and serve clients nationwide using virtual Zoom meetings.

2025 Update: You can contact them to get a free consultation.”

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Wealth Professional’s Award for Canada’s 2nd ranked Wealth Advisor in 2021

Contact:

(204) 259-2859

Mon-Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Winnipeg financial service Warkentin Group Private Wealth Management
Winnipeg financial service Warkentin Group Private Wealth Management
Winnipeg financial service Warkentin Group Private Wealth Management
5+ YEARS IN TBR
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WARKENTIN GROUP PRIVATE WEALTH MANAGEMENT

(4.8 Score)
363 Broadway, #906,
Winnipeg, MB R3C 3N9 Directions

Since 2012

Specialty:

✓ Wealth Management and Planning ✓ Financial Analysis ✓ Letter of Recommendation and Planning Analysis ✓ Goals and Lifestyle Planning ✓ Financial Plan (Final Draft) ✓ Portfolio Manager ✓ Insurance/Estate Planning ✓ Periodic Plan Reviews ✓ Retirement Planning

“Warkentin Group Private Wealth Management is an independent financial planner that takes a comprehensive, individual approach to provide ongoing positive results that help bring your retirement dreams to life. Doug Warkentin is the president and senior wealth manager of the firm. As a graduate of the Canadian Institute of Financial Planners, he provides comprehensive financial planning and investment advice to individuals and corporations. The Warkentin Group Private Wealth Management team consists of talented professionals committed to providing the highest degree of personal service and attention, ensuring your financial plan is right for you at every stage of your life. Working one-on-one with clients, they develop customized, integrated financial plans covering the full spectrum of financial services.

2025 Update: Doug Warkentin holds a Certified Planning designation (CFP) as well as the FSCI designation and has full certification and accreditation awarded by FP Canada and The Manitoba Securities Commission.”

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Contact:

(204) 414-2479

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Winnipeg financial service Cascade Financial Group Inc.
Winnipeg financial service Cascade Financial Group Inc.
Winnipeg financial service Cascade Financial Group Inc.
7+ YEARS IN TBR
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CASCADE FINANCIAL GROUP INC.

(4.8 Score)
1730 Corydon Avenue,
Winnipeg, MB R3N 0K3 Directions

Since 2010

Specialty:

✓ Financial Planning ✓ Investment Planning ✓ Insurance Planning ✓ Term Life Insurance ✓ Permanent Life Insurance ✓ Disability Insurance ✓ Critical Illness Insurance ✓ Funding a Buy-Sell Agreement ✓ Key Person Insurance ✓ Corporate Asset Transfer ✓ Group Benefits

“Cascade Financial Group Inc. strives to design an approach that enables you to translate your business success into personal and financial success. Tanner Irwin is the firm's premier and certified financial planner. He is a Certified Financial Planner and works closely with his clients to help them develop and attain their unique financial goals. His philosophy is to educate and guide clients to reach their specific goals while making the process as stress-free as possible. The team at Cascade Financial Group Inc. assists you in building a financial strategy tailored to your needs. They believe in making financial planning simple and understandable. Whether you're planning for retirement, saving for your children's education, or investing wisely, they provide support and clear guidance every step of the way. Their goal is to help you feel confident and secure about your financial future, ensuring you have peace of mind as you work towards achieving your goals.

2025 Update: Whether your goals are long-term (such as retirement) or more immediate (such as starting a business or protecting your family), they can help you build a financial strategy tailored toward your needs.”

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License #717982078MC0001

Contact:

(204) 837-1161

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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TETRAULT WEALTH ADVISORY GROUP REVIEWS

The Tetrault Wealth Advisory Group recently held an event for investors on Alternative Investments. The event featured three top Alternative Investment managers who highlighted their expertise in Infrastructure, Music Royalties and Agricultural Land.Their collective presentation gave me great confidence in their products. Rob Tetrault has long been an advocate of making Alternative investing available to retail investors. His foresight and passion for the Alternative space has benefited our portfolio greatly over the years. The key takeaway for me was that Alternative Investments have a place in all portfolios and that Rob only works with the best proven Investment Managers in the Alternative space. It was an excellent event.

Rob and his team have been excellent to deal with. Extremely good at communicating especially when the markets are volatile. Always available to answer questions and provide information. They treat you like a friend not just a client.

The guest speakers were remarkably invested and extremely knowledgeable of the topics presented. Great experience at learning more about investments and future goals. Thank you Rob.

These reviews are provided for information purposes and to help you make informed decisions.

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WARKENTIN GROUP PRIVATE WEALTH MANAGEMENT REVIEWS

Doug has been my friend and financial adviser for more than 25 years. During this time Doug has always just been a phone call away when I had any concerns of what is going on in the markets. Doug would take the time to explain everything so i could understand. I have put my faith and trust in Doug managing my portfolio which has allowed me to retire early so now I have more time to enjoy my life with no financial worries. Doug and his team Isabella, Sandy and Alex truly care about their clients and have always been professional, knowledgeable, personable and so helpful with anything i have needed over the years. It is a pleasure to go into the office for meetings. Doug is not only a fantastic financial adviser, he is a true humanitarian always giving back. Thank you Doug and the Warkentin Group for the amazing service you have given me.

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.

Doug cares greatly about his clients and it shows. I have been with Doug for 20 years and he has guided me every step of the way towards securing a rock-solid financial future. His effectiveness and customer service has been nothing short of excellent. Doug and his team have taken great care of me and I can't say enough about them. As my retirement approaches, I have zero concerns about my future thanks to Doug.

CASCADE FINANCIAL GROUP INC. REVIEWS

I have had the pleasure you meet and deal with Thomas at this brokerage. I will say if you are looking for a proficient, knowledgeable personal in investments or health benefits he is the guy. Not only is he extremely quick to respond and prioritize your enquirers but tries to weigh all options , understand your personal position and deliver the best products that fit your needs. I would not hesitate to refer this guy to anyone truly looking for the best.I look forward to my portfolio growth and extremely excited for my benefit package that fits my family’s needs Thank you Thomas Johnson.

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.

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.

TBR® Inspection Score Report

TETRAULT WEALTH ADVISORY GROUP Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

WARKENTIN GROUP PRIVATE WEALTH MANAGEMENT Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CASCADE FINANCIAL GROUP INC. Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Experience: 9
Responsiveness: 9
Review Analysis: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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