Winnipeg Financial Group excels in holistic wealth management. Their advisors provide bespoke retirement strategies and tax-efficient investment solutions tailored to the unique economic landscape of Manitoba.
Top Financial Planners in Winnipeg Manitoba - June 2026
Canada / Manitoba / Winnipeg
Discover the most trusted and highly-rated financial planners in Winnipeg, Manitoba. Our expert-curated list helps you find professional guidance for retirement planning, investment strategies, and wealth management tailored to your needs.
Comprehensive wealth management and retirement planning services.
Details
- Year Founded: 1998
- Employees: 11-50
- Price Range: $$$$
- Phone: +1-204-555-0101
- Email: info@winnipegfinancial.com
About the Company
Pros
- Personalized service
- Strong local expertise
Cons
- High entry minimums
- Limited online tools
Dedicated financial planning for families and small businesses.
Details
- Year Founded: 2005
- Employees: 10-25
- Price Range: $$$
- Phone: +1-204-555-0202
- Email: contact@prairiewealth.ca
About the Company
Prairie Wealth Advisors focus on multi-generational wealth preservation. They are highly regarded for their transparent fee structure and deep commitment to client education in personal finance.
Pros
- Transparent fees
- Excellent client communication
Cons
- Busy office hours
- Complex onboarding process
Investment management and estate planning experts.
Details
- Year Founded: 1985
- Employees: 50-100
- Price Range: $$$
- Phone: +1-204-555-0303
- Email: support@redriverfin.com
About the Company
Red River Financial provides robust investment management services. Known for their conservative approach and consistent performance, they are a trusted name for retirees and long-term investors.
Pros
- Conservative strategy
- Proven track record
Cons
- Slow digital transformation
- Limited investment variety
Strategic asset allocation and financial guidance.
Details
- Year Founded: 2012
- Employees: 5-10
- Price Range: $$$$$
- Phone: +1-204-555-0404
- Email: inquiries@assiniboinecapital.ca
About the Company
Assiniboine Capital Partners focuses on strategic asset allocation. They prioritize long-term growth and offer specialized services for high-net-worth individuals in the Manitoba region.
Pros
- High-level strategy
- Expert market insights
Cons
- Very exclusive
- High initial capital required
Simple, efficient, and accessible financial planning.
Details
- Year Founded: 2015
- Employees: 2-10
- Price Range: $$
- Phone: +1-204-555-0505
- Email: info@gatewaywealth.ca
About the Company
Gateway Wealth Management simplifies the complexities of finance. Ideal for young professionals, they offer digital-first planning and approachable, jargon-free advice for your future security.
Pros
- Tech-forward
- Accessible for beginners
Cons
- Less focus on complex estates
- Limited in-person availability
Legacy planning and sustainable investment focus.
Details
- Year Founded: 2001
- Employees: 20-40
- Price Range: $$$$
- Phone: +1-204-555-0606
- Email: contact@manitobalegacy.com
About the Company
Manitoba Legacy Group specializes in intergenerational wealth transfer and ESG investing. They combine ethical portfolio management with comprehensive tax and estate planning services.
Pros
- ESG investment options
- Excellent estate planning
Cons
- Niche focus
- Longer investment cycles
Guided financial journeys for every stage of life.
Details
- Year Founded: 1992
- Employees: 10-30
- Price Range: $$$
- Phone: +1-204-555-0707
- Email: service@northstarfin.ca
About the Company
North Star Financial provides a roadmap for your financial journey. Their advisors are known for patience, educational approach, and building deep relationships with their clients over decades.
Pros
- Highly educational
- Client-centric approach
Cons
- Slower response times
- Traditional office setup
Dynamic financial strategies for urban professionals.
Details
- Year Founded: 2018
- Employees: 5-15
- Price Range: $$$
- Phone: +1-204-555-0808
- Email: team@urbanwealth.ca
About the Company
Urban Wealth Solutions targets the needs of busy Winnipeg professionals. Their streamlined, digital-integrated platform ensures financial planning keeps pace with modern, fast-moving careers.
Pros
- Fast service
- Mobile friendly
Cons
- High activity fees
- Less personal touch
Specialists in agricultural and family business transitions.
Details
- Year Founded: 1975
- Employees: 15-30
- Price Range: $$$$
- Phone: +1-204-555-0909
- Email: info@greatplainsplanning.com
About the Company
Great Plains Planning fills a critical niche, helping family farms and rural businesses with complex succession planning. Their deep knowledge of regional tax law is a major asset.
Pros
- Specialized knowledge
- Great succession advice
Cons
- Niche service area
- Limited general wealth advice
Integrity-based financial planning for Manitobans.
Details
- Year Founded: 2008
- Employees: 5-12
- Price Range: $$$
- Phone: +1-204-555-1010
- Email: hello@keystonewealth.ca
About the Company
Keystone Wealth operates on a philosophy of absolute integrity. They provide conflict-free advice and are focused entirely on helping clients meet their specific lifestyle and retirement goals.
Pros
- Fee-only model
- Ethical focus
Cons
- Limited marketing
- Small team capacity
Truly independent advice without corporate pressure.
Details
- Year Founded: 2004
- Employees: 5-10
- Price Range: $$$
- Phone: +1-204-555-1111
- Email: inquiry@wip-planners.ca
About the Company
Winnipeg Independent Planners offer unbiased advice. Since they are not tied to any single bank or fund, their recommendations are purely focused on what serves the client best.
Pros
- Truly independent
- No product bias
Cons
- Higher hourly fee
- Smaller reach
Tailored investment solutions for retirees.
Details
- Year Founded: 1995
- Employees: 10-20
- Price Range: $$$
- Phone: +1-204-555-1212
- Email: contact@riversidewealth.ca
About the Company
Riverside Wealth Advisory is the top choice for retirees in Winnipeg. They focus on capital preservation, steady income streams, and navigating the nuances of pension optimization.
Pros
- Pension expertise
- Retirement focused
Cons
- Less for younger investors
- Conservative style
Growth-focused financial services.
Details
- Year Founded: 2011
- Employees: 10-20
- Price Range: $$$$
- Phone: +1-204-555-1313
- Email: info@prairiepeak.ca
About the Company
Prairie Peak Financial takes an aggressive approach to growth. They are highly suitable for clients looking for wealth accumulation through active management and diversified portfolios.
Pros
- Growth mindset
- Active strategy
Cons
- Higher volatility
- High management fees
Risk management and insurance-linked financial planning.
Details
- Year Founded: 2000
- Employees: 20-50
- Price Range: $$$
- Phone: +1-204-555-1414
- Email: support@capitalshield.ca
About the Company
Capital Shield Management specializes in risk mitigation. By integrating insurance solutions with investment portfolios, they ensure that your family is protected against unforeseen events.
Pros
- Strong risk management
- Holistic insurance view
Cons
- Complex products
- Less growth focus
Long-term vision for stable financial growth.
Details
- Year Founded: 2003
- Employees: 10-25
- Price Range: $$$
- Phone: +1-204-555-1515
- Email: team@horizonwealth.ca
About the Company
Horizon Wealth Winnipeg helps clients look at the big picture. Their 20-year planning models provide security and clarity for those planning major life milestones and long-term retirement.
Pros
- Long-term planning
- Clear projections
Cons
- Takes long to build
- Strict discipline required
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Frequently Asked Questions
FAQ
- What services do financial planners in Winnipeg offer? Financial planners offer retirement planning, tax strategies, investment management, and estate planning.
- How do I choose the best financial planner in 2026? Look for certified professionals (CFP), transparent fee structures, and positive client reviews.
- Are financial planning services expensive? Costs vary by firm, but many offer hourly, flat-fee, or commission-based models suited for different budgets.
- Do I need a financial planner if I have little debt? Yes, a planner can help you build long-term wealth, optimize taxes, and prepare for major life events.
- What is the difference between a financial advisor and a planner? While terms overlap, planners often provide a comprehensive roadmap for your entire financial life.
- How often should I meet with my financial planner? It is recommended to review your financial goals at least annually or whenever significant life changes occur.