Becker Orr Wealth Management
70Good201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada
About
Becker Orr Wealth Management is a boutique wealth management firm in Winnipeg that helps business owners, retirees, and professionals with wealth creation and preservation through customized financial planning.
Senior Care Path Summary
Becker Orr Wealth Management works with retirees and professionals to build customized financial plans aligned with their goals. Their approach centres on three principles: commitment to transparency and ongoing communication, clarity in understanding your unique needs, and confidence in their process and team. They offer financial architecture and investment planning services backed by Canaccord Genuity Wealth Management resources.
The team includes Senior Wealth Advisors Clinton Orr and Kevin Becker, along with investment specialists who work together on your plan. They're regulated by CIRO and members of the Canadian Investor Protection Fund, providing protection for client investments.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning their financial security
- Business owners managing wealth preservation
- Professionals managing investments and retirement planning
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
52 Google reviews
Most recent reviews
Monica Griffiths
3 years ago · via Google
Such a nice treat to be invited to canaccord Christmas dinner. Had a great time. Even staff are entertaining. Great food. Efficient friendly servers. Wonderful music and comedy to boot. Such a nice gesture on top of top rate financial service. Thank you for inviting us. Monica
admin IHSS
3 years ago · via Google
We have been investing with Clinton at Becker Orr Wealth Management for several years and have recommended him to many of our family and friends. The communication is outstanding and he treats all of his clients with the utmost respect no matter how much is being invested. All of our children have climbed onboard and we all look forward to many years of investing and working with Clinton!!! Thanks you for a wonderful evening out!!!
Sandy Joseph
3 years ago · via Google
Brad Joseph - We appreciate everything you do for our family and we are grateful that you are in charge of our finances as you have impressed us over previous provide. PS Thank you for the wonderful evening at Celebrations and for having our whole family out to enjoy the evening. We look forward to many more years of investing and working with you.
Summary of Google Reviews
Summarized by Senior Care Path from Becker Orr Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Becker Orr Wealth Management holds an excellent 4.9-star rating across 52 Google reviews. Recent reviewers most often highlight caring, attentive staff and quality dining and meals.
Most common praise
- Caring, attentive staff
- Quality dining and meals
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Member, Canadian Investment Regulatory Organization (CIRO)
- Member, Canadian Investor Protection Fund (CIPF)
Languages Supported
Location
201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada
Also serves
- Winnipeg, Manitoba