Best Wealth Management Companies in Regina

Wascana Financial Group focuses on personalized financial planning, tailoring strategies to each client’s unique goals, whether for retirement, education, or insurance needs. Their services include wealth optimization, investment guidance, and insurance products, with clients appreciating the team’s patient approach and clear explanations throughout the process.

Known for its collaborative approach to comprehensive financial planning, ATA Financial Group helps clients balance personal, business, and family goals. The team works closely with each client to create clear, actionable plans and is often praised for being straightforward, attentive, and responsive without applying pressure.

Specializing in financial planning for Canadian tech founders and executives, Achieve Wealth Management offers personalized guidance on complex compensation and investment strategies. Their team also supports retirees with cash flow and pension planning. Clients appreciate the thorough, flexible approach and clear explanations, though some find the process involves multiple meetings.

Holding the Financial Management Advisor designation since 2001, Worby Wealth Management focuses on creating personalized financial plans for families, individuals, and small businesses. The team helps simplify complex financial decisions and offers ongoing guidance tailored to clients’ evolving goals. Clients appreciate their patient communication and approachable, trustworthy service.

IG Wealth Management focuses on comprehensive financial planning beyond just investments, including tax strategies, estate planning, and insurance. The team supports entrepreneurs looking to grow their careers while managing client needs. Some clients have noted communication challenges and a less welcoming atmosphere for potential customers.

Large institutional investment banks and chartered banks discriminate against those who do not meet the asset threshold. You can't meet the pro unless you have $250,000 or more in investments. Ever. If you have less than $250K, it is impossible to get consistent advice from a bank branch. A "Personal Financial Service Representative (PFSR), at a branch bank, is unlikely to give consistent advice.… more...

Large institutional investment banks and chartered banks discriminate against those who do not meet the asset threshold. You can't meet the pro unless you have $250,000 or more in investments. Ever. If you have less than $250K, it is impossible to get consistent advice from a bank branch. A "Personal Financial Service Representative (PFSR), at a branch bank, is unlikely to give consistent advice. You will rarely see the same representative twice. Welcoming to McInvesting. Your PFSR doesn't want to provide retirement investment advice. Their purpose is to sell products. They have their funds, home equity credit lines, mortgages, and insurance. The threshold to be a top advisor at large institutions is higher. These firms have recently fired or demoted clients who had less than $500,000 of investable assets. We offer our clients many of the same strategies, and they have many of these tools. Because they do not consider you valuable enough, they won't give these tools to you. Clients with just a few hundred dollars can be our clients. But we also have millions of clients. Never have we turned down a client. We believe today's client of $50,000 is tomorrow's client worth $500,000 if all our work goes well. Clients with household investments (both spouses, and children) totaling just $100,000 receive a discount on their fees. You don't need to have a high net worth to get High Net Worth Pricing. We do not sell any products. Our clients receive advice and strategies, and we create plans to help them achieve their dreams. Our business is to build relationships with clients. We believe that building relationships with our clients is more important than any transaction. We do our best work when we have strong relationships with clients. Bank employees have no interest in the corp. They simply get paid to perform what is asked of them. Our "corporation" is us. We have a vested interest in your success and in your family's wealth creation. It is the foundation of our paychecks. Which person would you prefer to discuss your financial future with? Which would you rather talk to? A bank salaried employee or a business friend? We want to become your business friends.

Assante Wealth Management is a success story. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with assets in excess of $53 billion for clients and their families. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest Canadian investment fund firm, CI… more...

Assante Wealth Management is a success story. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with assets in excess of $53 billion for clients and their families. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest Canadian investment fund firm, CI Financial Corp. purchased Assante. Assante now has additional resources and financial strength. CI was made public in 1994 and has consistently been one of the most successful securities on S&P/TSX Composite. Assante advisors will take care of your financial concerns. This gives you the peace of mind that is important. Advisors from Assante have an average of almost double the amount of assets than advisors working for other independent companies. This is a strong indicator of their expertise and their client trust. Our sister companies, CI Investments Inc. and Assante Private Client offer exceptional wealth planning and investment management services to our clients. We are driven by our core values: integrity, passion, and professionalism. Your Assante advisor will work with you to create a customized strategy for your specific needs that simplifies and improves your financial well-being.

Visualize a financial future where you are at the center of it all. We have mastered the secret formula to wealth management success over our many years of experience. Brothers & Company, a Regina-based independent financial planning company serving local families and individuals with financial planning services is known for its high-end estate planning and tax planning. We have a long history of… more...

Visualize a financial future where you are at the center of it all. We have mastered the secret formula to wealth management success over our many years of experience. Brothers & Company, a Regina-based independent financial planning company serving local families and individuals with financial planning services is known for its high-end estate planning and tax planning. We have a long history of happy clients and you won't feel like "just another client" over the past three decades. Gisele, who has been with Brothers for over 23 years, is now a partner in the firm. She is the successor to the firm and will continue to deliver a highly personal client experience for decades. Gisele is passionate about financial planning. This has more to it than creating wealth accumulation, retirement, tax, cash flow, or estate planning. It is all about understanding her clients' thoughts, personalities, and preferred choices. She aims to get to know her clients' values and what legacy they wish to leave. Gisele is a Certified Financial Planning(r), Registered Financial Planner, and also has the Certified Executor Advisor designation. Gisele is a volunteer with FP Canada and sits on the exam panel committee. This ensures that the QAFP exam is valid, fair, reliable, and meets accepted measurement standards. Gisele is a speaker at industry events about financial planning and wealth management.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities has been providing professional wealth management services for over… more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities has been providing professional wealth management services for over 100 years. We are Canada’s most trusted provider of wealth management services, with over 400,000 global clients. Advisors know that investment is only one aspect of the larger picture. We often collaborate with family and estate attorneys, bankers, and accountants to provide you with the best advice. We offer advisory services that include financial advice, money management, financial planning, and estate planning as well as tax minimization strategies and foundations.

Independent Financial Services provides full-service financial consultation services. They specialize in areas such as Retirement, Succession, Investment, and Estate Planning. We also offer services in the areas of personal and business insurance, other risk management products, employee benefit programs, and individual or group pensions. We are large enough to provide broad product access and… more...

Independent Financial Services provides full-service financial consultation services. They specialize in areas such as Retirement, Succession, Investment, and Estate Planning. We also offer services in the areas of personal and business insurance, other risk management products, employee benefit programs, and individual or group pensions. We are large enough to provide broad product access and serve many areas (with more than 20 licensed associates as part of our team), but we still maintain a small size to deliver truly personal service ...... This is based on our 30-year history of integrity and service, and an unwavering commitment to excellence in everything we do. To meet our client's diverse needs, we offer a wide range of products and services. For more information, please see the following.