Endeavour Wealth Management
70Good201 Portage Ave Ste 940, Winnipeg, MB R3B 3K6, Canada
About
Endeavour Wealth Management provides holistic financial planning, investment management, tax and estate planning, and business succession planning for individuals, business owners, and families in Winnipeg, Manitoba.
Senior Care Path Summary
Endeavour Wealth Management crafts long-term, disciplined financial strategies to help clients achieve financial freedom and spend more time with family. They offer comprehensive services including financial planning, investment management, and tax and estate planning as integrated elements of a holistic plan. Insurance solutions are also available to protect assets, income, and lifestyle.
The firm works with individuals, business owners, and families to develop customized plans. Their team emphasizes transparent, ethical practices and personalized advice tailored to each client's unique goals and circumstances.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning their financial future
- Business owners planning succession
- Individuals seeking integrated financial and estate planning
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
65 Google reviews
Most recent reviews
gordon bone
4 weeks ago · via Google
Our experience over the past 4-5 years with Endeavour Wealth Management has been nothing short of terrific! Brandt, Grace and others have contributed to provide us with an excellent road map through our financial decisions as we transition into retirement. What's most important to us is they listened to our requests and expectations, addressed our questions, then presented options for consideration. When we meet, they are on time and well prepared with recommendations. They present strategies with graphics that illustrate various outcomes based on different money management scenarios and timelines. Post-meeting we receive follow-up emails reviewing what they will be doing on our behalf, and what we need to do (with instructions!). We truly feel comfortable with how we are now positioned based on their analysis and guidance. To conclude, EWM is a top shelf organization. From arrival to departure, you experience ‘special treatment’ in a comfortable, professional environment with a great view. They even cover the parking tab! Highly recommend!
Paulette M
a month ago · via Google
Amazing experience! Jai was great at explaining everything and made me feel comfortable. I would recommend Endeavour Wealth Management to everybody that wants great returns and work with great advisors!
Brian Boychuk
2 months ago · via Google
Just wanted to pass on the incredible work Endeavour has done to keep my wife and I financially stable during our retirement years. Brandt, Ashmead, the Endeavour team, are incredible to work with. Their financial knowledge, their skills at recommending ways to better our financial outlook has been second to none. We are 100% satisfied with this team. We highly recommend connecting with this fine group of people. We are so thankful for their expertise. Bravo!
Summary of Google Reviews
Summarized by Senior Care Path from Endeavour Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Endeavour Wealth Management holds an excellent 5.0-star rating across 65 Google reviews. Recent reviewers most often highlight caring, attentive staff.
Most common praise
- Caring, attentive staff
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
201 Portage Ave Ste 940, Winnipeg, MB R3B 3K6, Canada
Also serves
- Winnipeg, Manitoba