Trans Canada Wealth Management
78Good900 Harrow St E, Winnipeg, MB R3M 3Y7, Canada
About
Trans Canada Wealth Management helps Canadians coordinate retirement income, investments, and tax strategies through their Atlas System approach. Based in Winnipeg, they work with CFP professionals, portfolio managers, and a CPA to plan CPP/OAS timing, RRSP withdrawals, and tax-efficient retirement income.
Senior Care Path Summary
Trans Canada Wealth Management specializes in turning retirement savings into steady, tax-efficient income. Their Atlas System coordinates key retirement decisions around CPP, OAS, RRSP withdrawals, and taxes so they work together rather than separately, helping reduce unnecessary tax over your retirement years. The team includes CFP professionals, portfolio managers, and an in-house CPA who meet with you to understand your situation and evolve your strategy as retirement unfolds.
They serve clients approaching retirement with a focus on stress-testing income against inflation and market changes, managing withdrawals from RRSPs, RRIFs, TFSAs, and other registered accounts, and ensuring you keep more of what you've built. An initial 30-minute call requires no preparation or obligation to move forward.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Canadians approaching retirement
- Retirees planning CPP and OAS timing
- Those coordinating RRSP withdrawals with tax strategy
- Families managing tax-efficient retirement income
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
76 Google reviews
Most recent reviews
Gerald Desrosiers
a month ago · via Google
I recently had a meeting with two of Harbourfront's investment managers. I'm a fairly new client, however, this personalized meeting has increased my trust in Trans Canada Wealth Management. All my questions were answered and my retirement financial goals are in place to ensure a sound retirement. Thank you very much Janelle and Matt.
E Shyka
a month ago · via Google
Meeting was very in depth with all details explained in easily understandable terms for both of us. Time was not an issue, our understanding of where are finances are, past, present, and future was the most important feature of the meeting. Meeting was casual and fun in nature. Highly recommend Trans Canada Wealth Management to look after anyone's portfolio.
Dale Dubyna
2 months ago · via Google
Excellent meeting. Felt Justin was very conscientious, with his wanting to be accurate with our financial information. We have met other planners who were not .Thanks for giving us a sense that our dreamed retirement is possible.
Summary of Google Reviews
Summarized by Senior Care Path from Trans Canada Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Trans Canada Wealth Management holds an excellent 5.0-star rating across 76 Google reviews.
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
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
- English
Frequently Asked Questions
What services does Trans Canada Wealth Management offer?
Trans Canada Wealth Management 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.
What languages does Trans Canada Wealth Management speak?
Staff at Trans Canada Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Trans Canada Wealth Management?
You can call Trans Canada Wealth Management directly at (204) 256-5555, 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 Trans Canada Wealth Management 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
900 Harrow St E, Winnipeg, MB R3M 3Y7, Canada
Also serves
- Winnipeg, Manitoba