Cascade Financial Group Inc
70Good1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
About
Cascade Financial Group is a Winnipeg-based financial planning firm serving individuals and families with comprehensive planning for investments, insurance, and retirement income.
Senior Care Path Summary
Cascade Financial Group works with individuals and families to design customized financial plans, including retirement income strategies and tax-efficient investing. They listen to clients' goals, whether protecting family lifestyle, designing a retirement income stream, or maximizing legacy, and monitor plans regularly to ensure they stay on track.
The firm offers insurance planning solutions, including permanent life insurance for covering estate taxes and final expenses, as well as disability and critical illness coverage. They custom fit recommendations based on each client's risk appetite and financial situation.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees mapping retirement income and tax planning
- Families protecting their financial legacy
- Seniors planning for final expenses and estate coverage
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Google Reviews
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68 Google reviews
Most recent reviews
Jeremy Lahaie
3 months ago · via Google
I recently met with Graham Stephens and had a great experience. He was knowledgeable, easy to talk to, and took the time to walk through different financial planning considerations. I appreciated his approach and would definitely recommend connecting with him if you're looking for guidance around your finances.
Tom Bauer
4 months ago · via Google
Working with Thomas Johnson at Cascade Financial group has made a noticeable difference in my financial health. What sets Cascade apart is their commitment to a truly personalized approach; they built a strategy that is perfectly tailored to my specific risk comfort level. I especially appreciate Tom"s communication style. Whether I have a simple query or a complex technical question, Thomas provides clear, thoughtful answers. Tom is also incredibly proactive and I can tell my portfolio is always being watched. He suggests changes when needed and is always willing to jump on a call for a review if I have concerns. Professional, knowledgeable, and effective! Highly recommend for anyone looking for a proactive advisor!
Jen Mallette
5 months ago · via Google
I've been with Cascade Financial Group since 2003, and have been very happy with their professionalism, care, and insight. More recently, I have been working with Graham Stephens on my retirement plan. Graham is someone that I can trust, and I feel comfortable speaking. He actively listens to my concerns and is very good at discussing all the options. He is diligent and a pleasure to work with. I would recommend him to anyone that is looking for a trustworthy financial advisor who provides a comprehensive plan that aligns with their goals.
Summary of Google Reviews
Summarized by Senior Care Path from Cascade Financial Group Inc's Google rating and recent reviews. Confirm specifics with the provider.
Cascade Financial Group Inc holds an excellent 5.0-star rating across 68 Google reviews. Recent reviewers most often highlight responsive, helpful communication.
Most common praise
- 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
Languages Supported
Location
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
Also serves
- Manitoba
- Saskatchewan
- Alberta
- British Columbia