Trans Canada Wealth Management
73Good900 Harrow St E, Winnipeg, MB R3M 3Y7, Canada
Last updated September 2026
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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.
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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 September 2026.
Conditions & Needs Supported
Services
Fees & Payment
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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
Languages Supported
- English
Photo Gallery
Photos via Google Maps
Google Reviews
5.0
76 Google reviews
Most recent reviews
Pam Danylchuk
a month ago · via Google
We feel very fortunate to have Kevin Anseeuw at Harbourfront Wealth Management looking after our investments. He is knowledgeable, trustworthy, professional, and always takes the time to answer our questions and make sure we understand our options. We have complete confidence in his advice and truly appreciate how much he cares about his clients. The staff is also extremely knowledgeable and helpful which we appreciate. What makes our experience even more special is that our professional relationship has also grown into a wonderful friendship. We are very grateful for both the exceptional service and the friendship, and we would highly recommend Harbourfront Wealth Management to anyone looking for trusted, personalized investment advice.
Doug & Jeanette Kerr
2 months ago · via Google
We highly recommend TransCanada Wealth Management. Colin and Justin of Harbourfront Wealth Management are personable and easy to work with. Communication is one of their strong points. They have high standards within their organization; and have accomodated us in a timely and conscientious manner every time we have corresponded with them. Best part, they speak in layman's terms! Thank you Colin and Justin, we feel very confident in our retirement. Now to enjoy!
Simon Langelier
2 months ago · via Google
Justin was great to work with. He took the time to get to know my situation, clearly explained the life insurance process, and answered all of my questions without ever making me feel rushed or pressured. He was professional, sympathetic, and easy to talk to, which made the whole experience smooth and comfortable. I'm looking forward to working with him to find a plan that's the right fit for me. Highly recommend!
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. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
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
Location
900 Harrow St E, Winnipeg, MB R3M 3Y7, Canada
Also serves
- Winnipeg, Manitoba
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?
Send a request through the form on this page with your name, email and phone. We pass it to Trans Canada Wealth Management 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 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.