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Cascade Financial Group Inc
66Good1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
Last updated September 2026
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Cascade Financial Group is a Winnipeg-based financial planning firm serving individuals and families with comprehensive planning for investments, insurance, and retirement income.
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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 September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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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
Languages Supported
Photo Gallery
Google Reviews
5.0
68 Google reviews
Most recent reviews
David Peltz
a month ago · via Google
Thomas has helped us create a retirement plan. Very friendly, easy to talk to. Has helped us plan for the immediate future now that my wife has retired and given us great guidance for the last couple of chapters in our life.
Kathy Sthamann
2 months ago · via Google
Thomas Johnson from Cascade Financial Group Inc is the best financial planner I have worked with. He is very honest and trust worthy. He discusses with me strategies that could help my financial portfolio and explains everything in layman terms that I can understand. He is very knowledgeable and I would highly recommend Thomas to anyone.
Jeremy Lahaie
6 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.
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 caring, attentive staff.
Most common praise
- Caring, attentive staff
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
Location
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
Also serves
- Manitoba
- Saskatchewan
- Alberta
- British Columbia
Frequently Asked Questions
What services does Cascade Financial Group Inc offer?
Cascade Financial Group Inc is a financial planning provider in Winnipeg, Manitoba. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with Cascade Financial Group Inc?
Send a request through the form on this page with your name, email and phone. We pass it to Cascade Financial Group Inc so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Winnipeg. It is free, with no pressure.
Is Cascade Financial Group Inc verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.