Humphries Wealth Group - Financial Advisors/Retirement Coaches
54Developing1536 Gamble Pl, Winnipeg, MB R3T 1N6, Canada
About
Humphries Wealth Group operates as part of CI Assante Wealth Management Ltd. in Winnipeg, offering retirement income planning and full-service wealth management for Canadians.
Senior Care Path Summary
Humphries Wealth Group helps clients address core retirement questions through their Retirement Readiness System, a structured planning process covering when to retire, sustainable spending levels, CPP/OAS timing, and tax-efficient withdrawal strategies. The firm offers both fee-for-service retirement planning and full-service wealth management, coordinating investments, income, taxes, and estate planning to work together.
With over 30 years of experience and more than 1,000 customized retirement plans delivered, the team builds and stress-tests plans before implementing solutions. Clients appreciate their responsive, educational approach and long-term relationships, with team members tracking market conditions and adapting plans as circumstances change.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Canadians planning retirement income
- Families coordinating investments and taxes before and during retirement
- Clients wanting comprehensive retirement planning built to last
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
3 Google reviews
Most recent reviews
Patrick Allard
4 months ago · via Google
For my wife and I, planning our retirement is an exciting process. However, there is a lot of uncertainty going forward so we sought professional advice to help address some important questions for us (e.g., what is our safe withdrawal rate based on our investment portfolio which includes corporate assets, where should the money be drawn from and in what order, how can we optimize our retirement income strategy as a whole). After considering different advisors, we chose Shaun and his team at Humphries Wealth Group and we could not be happier! The process was friendly, full of great advice and included many modeling iterations to help address all our questions. In particular, we very much appreciated their excellent communication skills and technically sound approach to deliver our retirement roadmap. We highly recommend Shaun and the HWG team, and also encourage potential clients to checkout Shaun’s “All Things Retirement” video series on YouTube and HWG’s online resources.
Sue Ell
5 months ago · via Google
We had a great experience working with Shaun and his team.He is knowledgeable, patient and supportive.He took the time to listen to all our questions. We appreciate his professionalism and reliable guidance. Highly recommend.
Sue Buck
6 months ago · via Google
We had watched numerous retirement planning videos and liked what we saw from Shaun. We reached out and received our free gap analysis. After that we decided to get the full analysis with several different scenarios. After all was said and done we got peace of mind and the knowledge that our finances should easily take us through our retirement. My husband and I would recommend Shaun and his team if you are looking for retirement planning.
Summary of Google Reviews
Summarized by Senior Care Path from Humphries Wealth Group - Financial Advisors/Retirement Coaches's Google rating and recent reviews. Confirm specifics with the provider.
Humphries Wealth Group - Financial Advisors/Retirement Coaches holds an excellent 5.0-star rating across 3 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
- A safe, reassuring environment
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)
- Canadian Investor Protection Fund (CIPF)
Languages Supported
Frequently Asked Questions
What services does Humphries Wealth Group - Financial Advisors/Retirement Coaches offer?
Humphries Wealth Group - Financial Advisors/Retirement Coaches 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 Humphries Wealth Group - Financial Advisors/Retirement Coaches?
You can call Humphries Wealth Group - Financial Advisors/Retirement Coaches directly at (204) 977-8022, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Winnipeg. It is free, with no pressure.
Is Humphries Wealth Group - Financial Advisors/Retirement Coaches 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.
Location
1536 Gamble Pl, Winnipeg, MB R3T 1N6, Canada
Also serves
- Winnipeg, Manitoba