How many financial planners are listed in Winnipeg?

Senior Care Path lists 10 financial planners serving Winnipeg, Manitoba, each with a Confidence Score, Google rating, recent reviews, and direct contact details.

How do I choose financial planners in Winnipeg?

Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

Winnipeg, MB

Financial Planning in Winnipeg, MB

There are 10 financial planners serving Winnipeg, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

10 financial planners in Winnipeg

5.0 average rating653 Google reviewsacross 10 financial planners

10 financial planners

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Trans Canada Wealth Management

900 Harrow St E, Winnipeg, MB R3M 3Y7, Canada

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78/ 100

Good confidence

5.0(76 reviews)

“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...”

Provides: Financial Planning

In turning retirement savings into steady, tax-efficient income. Their Atlas System coordinates key retirement decisions around CPP, OAS, RRSP... Read more

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Warkentin Group Private Wealth Management

363 Broadway #906, Winnipeg, MB R3C 3N9, Canada

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Warkentin Group Private Wealth Management

78/ 100

Good confidence

5.0(76 reviews)

“Doug has been an adviser for members of our family since he was in his early 20s. We have put our trust in him and he has helped us to live very comfortably...”

Provides: Financial Planning

Brings over 75 years of combined industry experience to clients planning for retirement. The team provides wealth management and comprehensive financial planning tailored to... Read more

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Cascade Financial Group Inc

1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada

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70/ 100

Good confidence

5.0(68 reviews)

“I've been with Cascade Financial Group since 2003, and have been very happy with their professionalism, care, and insight. More recently, I have been working...”

Provides: Financial Planning

Works with individuals and families to design customized financial plans, including retirement income strategies and tax-efficient investing. They listen to clients'... Read more

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Endeavour Wealth Management

201 Portage Ave Ste 940, Winnipeg, MB R3B 3K6, Canada

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70/ 100

Good confidence

5.0(65 reviews)

“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...”

Provides: Financial Planning

Crafts long-term, disciplined financial strategies to help clients achieve financial freedom and spend more time with family. They offer comprehensive services... Read more

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Becker Orr Wealth Management

201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada

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70/ 100

Good confidence

4.9(52 reviews)

“Such a nice treat to be invited to canaccord Christmas dinner. Had a great time. Even staff are entertaining. Great food. Efficient friendly servers. Wonderful...”

Provides: Financial Planning

The team includes Senior Wealth Advisors Clinton Orr and Kevin Becker, along with investment specialists who work together on your plan. They're regulated by CIRO and members of the... Read more

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Rockmoor Wealth Management

1911 Portage Ave #1, Winnipeg, MB R3J 0J3, Canada

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62/ 100

Developing confidence

5.0(6 reviews)

“I’ve had a great experience working with Adam. He’s helped grow my portfolio while also taking the time to explain things in a way that makes sense to me. I...”

Provides: Financial Planning

Winnipeg office, led by Adam Henry CFP, CIM, serves retirees, professionals, and business owners across Manitoba with personalized financial planning, retirement... Read more

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Tetrault Wealth

201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada

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60/ 100

Developing confidence

5.0(243 reviews)

“We have dealt with Tetrault Wealth Management for a while now. They have an incredible team and are extremely well oiled machine. Everyone at that office is...”

Provides: Financial Planning

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New Outlook Wealth

1619 Pembina Hwy, Winnipeg, MB R3T 3Y6, Canada

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57/ 100

Developing confidence

5.0(30 reviews)

“Sheryl Saari has been our financial advisor for the last 14+ years. When my husband and I were thinking of retiring, Sheryl helped us line up our investments...”

Provides: Financial Planning

A financial planning firm based in Winnipeg, Manitoba focused on independent wealth management. Read more

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Humphries Wealth Group - Financial Advisors/Retirement Coaches

1536 Gamble Pl, Winnipeg, MB R3T 1N6, Canada

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Humphries Wealth Group - Financial Advisors/Retirement Coaches

54/ 100

Developing confidence

5.0(3 reviews)

“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...”

Provides: Financial Planning

Helps clients address core retirement questions through their Retirement Readiness System, a structured planning process covering when to retire, sustainable spending... Read more

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Harmony Financial Solutions Inc.

1335 Portage Ave, Winnipeg, MB R3G 0V7, Canada

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52/ 100

Developing confidence

5.0(34 reviews)

“I feel welcomed and comfortable when I visit my financial advisor at Harmony financial. He is knowledgeable, experienced and it’s always a pleasure to discuss...”

Provides: Financial Planning

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Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.

Financial Planning costs & funding in Winnipeg

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What to look for in financial planners

A planner experienced with retirement income and funding care, ideally a CFP
Clarity on how they are paid (fee-only, commission, or both)
A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Winnipeg?: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Winnipeg also depend on the provider and your needs.
How many financial planners are listed in Winnipeg?: Senior Care Path lists 10 financial planners serving Winnipeg, Manitoba, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How do I choose financial planners in Winnipeg?: Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

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