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  1. Canada
  2. Best Financial Consultants
  3. Financial Consultants in Manitoba
  4. Winnipeg

Best Financial Consultants In Winnipeg

Winnipeg Financial Consultants stats: Key insights from this page’s listings Updated
Businesses listed
3
Average rating
5.0 87 reviews
Typical service price
$100 – $400 Median of 11 priced services
Owner reviewed
1 of 3 Claimed or managed by the owner
Most-offered services
Wealth ManagementFinancial PlanningInvestment AdvisoryInsurance ServicesInvestment Management
What customers praise
recommend×18highly recommend×11great service×6very knowledgeable×4
Financial consultantWinnipeg, MB

1
Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management reviews

Tetrault Wealth Advisory Group - Canaccord Genuity Wealth Management

5
50 reviews
Verified

Tetrault Wealth Advisory Group specializes in portfolio management with a focus on proactive, accountable advice tailored to each client’s needs. The team offers comprehensive financial planning and investment guidance, consistently praised for their responsiveness, clear communication, and genuine care. Some clients note the process requires sharing detailed information upfront to create… more...

Tetrault Wealth Advisory Group specializes in portfolio management with a focus on proactive, accountable advice tailored to each client’s needs. The team offers comprehensive financial planning and investment guidance, consistently praised for their responsiveness, clear communication, and genuine care. Some clients note the process requires sharing detailed information upfront to create personalized plans.

Services & Prices
Portfolio Management $500 - $1500
Investment Strategy Development $300 - $800
Retirement Planning $200 - $600
Personal Financial Analysis $100 - $300
View Profile
(204) 259-2859
Closed Now
1010-201 Portage Ave, Winnipeg, MB R3B 3K6, Canada
Website Directions
General Services
Wealth Management
2
Cascade Financial Group Inc reviews

Cascade Financial Group Inc

5
26 reviews

Cascade Financial Group Inc emphasizes continuity in financial planning, ensuring your service is smoothly passed on when advisors change. The team offers guidance on investments, life and critical illness insurance, and retirement planning, communicating clearly in everyday language. Clients appreciate their approachable, knowledgeable support and consistent care over the years.

Services & Prices
Investment Planning $100 - $300
Retirement Planning $200 - $500
Education Planning $150 - $350
Life Insurance $20 - $100
View Profile
(204) 837-1161
Closed Now
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
Website Directions
General Services
Financial Planning
3
Canadian Islamic Wealth reviews

Canadian Islamic Wealth

5
11 reviews

Specializing in halal investment, Canadian Islamic Wealth offers financial planning that aligns with Islamic principles to help clients achieve goals like retirement, asset protection, and legacy building. The team works closely with individuals, families, and businesses, providing clear explanations and flexible, personalized strategies. Customers appreciate their professionalism and… more...

Specializing in halal investment, Canadian Islamic Wealth offers financial planning that aligns with Islamic principles to help clients achieve goals like retirement, asset protection, and legacy building. The team works closely with individuals, families, and businesses, providing clear explanations and flexible, personalized strategies. Customers appreciate their professionalism and user-friendly approach.

Services & Prices
Investment Planning $100 - $200
Portfolio Management $150 - $300
Retirement Planning $120 - $250
Debt Management $50 - $100
View Profile
(204) 599-4418
Closed Now
10 Fort St #203, Winnipeg, MB R3C 4L3, Canada
Website Directions
General Services
Wealth Management
Where they are 3 on the map Click a pin for the profile and directions

Frequently asked questions

8 questions
What does a financial consultant do?
Financial consultants provide advice on investments, retirement planning, estate planning, taxes, and risk management. They help clients achieve financial goals through personalized strategies.
How do I choose the best financial consultant in Winnipeg?
Consider verified reviews, ratings, and whether the consultant has claimed their profile. TrustAnalytica ranks based on these factors for transparency and accuracy.
What questions should I ask before hiring a financial consultant?
Ask about their experience, services offered, fee structure, and how they plan to meet your financial goals. Inquire about their approach to risk management and client communication.
Are free consultations common with financial consultants in Winnipeg?
Free initial consultations are common, allowing you to discuss your needs and evaluate the consultant's suitability before committing.
How do financial consultants in Manitoba typically charge for their services?
Consultants may charge hourly fees, flat rates, or a percentage of assets under management. Fee structures vary, so clarify costs upfront.
Do I need a financial consultant in Winnipeg?
Consider hiring a financial consultant if you need help with investment strategies, retirement planning, or managing complex financial situations.
How long does the financial consulting process take?
The process varies based on individual needs and complexity. Initial planning may take weeks, while ongoing management is continuous.
What services do financial consultants in Winnipeg offer?
Services include investment advice, retirement planning, tax strategies, estate planning, and risk management tailored to individual needs.

General information, not financial advice — consult a qualified professional.

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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for Winnipeg is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

Profile verification is free and may improve ranking, as we prioritize accurate, up-to-date profiles that are actively maintained and regularly reviewed.

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

The Process

1

Business Verification

Verified financial consultant listings in Winnipeg are based on robust online activity and Google reviews, ensuring credibility.

2

Business Details

Comprehensive financial consultant profiles offer vital details for informed decisions in Winnipeg.

3

Reviews And Ratings

Real-time customer ratings guide our financial consultant rankings in Winnipeg, reflecting genuine reputation.

4

SEO And Keywords

Our SEO strategy elevates the visibility of top financial consultant providers in Winnipeg.

5

AI Search Visibility

Every financial consultant listing in Winnipeg is published with structured data that AI search tools like ChatGPT, Perplexity and Google AI Overviews can read and cite.