Post-graduation, I chose to work at one of Canada's big banks for my first role as a financial advisor. The opportunity allowed me to learn much about the industry, and I am grateful for the experience. My brother is also an advisor, and we decided to start our own venture. We embarked on the journey immediately after I resigned from the bank. Our company has progressed over time, and we now manage $95 million in client assets.
The best part of my job is when clients inform me that they have given their retirement letters. Every client's retirement is fulfilling, but I love this aspect the most. It makes me feel like my first vehicle purchase. All the difficulties encountered in establishing and developing a company vanish at that moment. This is what my job is all about.
Winnipeg's most respected financial advisor is Harbourfront Wealth Management, which provides financial planning solutions that enable individuals to achieve financial independence. Our financial planners specialize in helping people with retirement plans, farm owners, hockey players, and business owners. Our aim is to cultivate long-lasting relationships, appreciate, and provide professional advice, which is tailored to each individual and family. Our dream is to become the most acknowledged financial advisor in Winnipeg. We at Harbourfront Wealth Management are proud to count me as one of our members.
Reviews Summary
Clients like the personalized and proactive approach that Marc and Colin follow in solving their financial needs today and preparing for the future. Patrons feel that their feelings come first as an enthusiastic response to their concerns through phone calls and emails and the easy way their questions are explained and how they are made to understand the principle. The customers' future assures as both experts provide a distinct, robust, and innovative financial perspective that considers the financial complexity and options available. The services extended at The Harbour Wealth Management, are well recommended as with a "Gold Star!" Prospective clients will allow for their financial concerns to be no more. The team at Harbourfront undoubtedly operates at the apex of the finance industry—this during a challenging period as the Covid-19 pandemic. The Harbourfront transactions have a high success chance with the right navigation on potentially open business opportunities, risk, and recovery options. Guy's operation is to shape their client's life with hardship as they provide assurance and different options to navigate through this pandemic. Professionalism and insightful leadership at Harbourfront is indispensable for creating a long-lasting investment strategy and attain financial success in the most challenging times.
Frequently asked questions
7 questions
What do Trans Canada Wealth Management clients say about their experience?
Clients frequently praise the team for their clear communication and personalized approach, highlighting Marc's ability to explain financial options without pressure. Many appreciate the team's genuine care for their clients' financial well-being and their responsiveness to inquiries.
Does Trans Canada Wealth Management provide retirement planning services, and what do clients say about them?
Yes, they offer retirement planning services including Retirement Portfolio Management and Retirement Income Strategy. Clients have expressed confidence in the team's ability to manage their retirement plans effectively, noting their commitment to clients' long-term goals.
What are the hours of operation for Trans Canada Wealth Management?
Their hours are as follows: Monday: 8:00 AM - 5:00 PM | Tuesday: 8:00 AM - 5:00 PM | Wednesday: 8:00 AM - 5:00 PM | Thursday: 8:00 AM - 5:00 PM | Friday: 8:00 AM - 5:00 PM | Saturday: Closed | Sunday: Closed.
Can I get financial advisory services from Trans Canada Wealth Management, and how do clients feel about their expertise?
They provide financial advisory services such as Investment Strategy Development and Budgeting Advice. Clients commend the team's expertise, noting their ability to create actionable plans tailored to individual financial situations, which builds trust and confidence.
What insurance services does Trans Canada Wealth Management offer?
They offer various insurance services, including Life Insurance Consultation, Health Insurance Analysis, and Disability Insurance Planning. This comprehensive approach helps clients ensure they are adequately protected in different aspects of their lives.
How does Trans Canada Wealth Management assist with debt management?
They provide Debt Management Consultation as part of their financial advisory services. Clients have highlighted the team's practical advice and support in managing debts effectively, which contributes to their overall financial health.
Where is Trans Canada Wealth Management located?
177 St Mary's Rd, Winnipeg, MB R2H 1J1, Canada