IG Wealth Management offers a holistic approach to financial planning. Their advisors excel in tax strategies and retirement planning tailored to the unique economic landscape of Winnipeg.
Top Financial Advisors in Winnipeg Manitoba - June 2026
Canada / Manitoba / Winnipeg
Discover the most trusted and highly-rated financial advisors in Winnipeg, Manitoba. Our curated list helps you find professional experts to manage your wealth, retirement planning, and investment strategy in 2026.
Comprehensive financial planning and wealth management services.
Details
- Year Founded: 1926
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-204-956-8500
- Email: info@ig.ca
About the Company
Pros
- Comprehensive planning
- Strong local presence
Cons
- Higher fees
- Complex account structure
Premium wealth management for high-net-worth individuals.
Details
- Year Founded: 1926
- Employees: 500-1000
- Price Range: $$$$
- Phone: +1-204-944-3300
- Email: contact@richardsonwealth.com
About the Company
Known for exceptional service, Richardson Wealth provides boutique investment management. They focus on preserving capital while seeking growth, ideal for sophisticated Winnipeg investors.
Pros
- Personalized service
- Institutional-grade research
Cons
- Minimum asset requirements
- Limited digital tools
Integrated financial, tax, and estate planning solutions.
Details
- Year Founded: 1995
- Employees: 500-1000
- Price Range: $$$
- Phone: +1-204-944-1144
- Email: info@assante.com
About the Company
Assante provides a complete wealth management experience. Their collaborative team model ensures that every aspect of your financial life is handled by qualified specialists in Winnipeg.
Pros
- Integrated expertise
- Great client communication
Cons
- Can be rigid
- Standardized workflows
Fast-growing independent wealth management firm.
Details
- Year Founded: 2017
- Employees: 500-1000
- Price Range: $$$$
- Phone: +1-204-925-2200
- Email: info@wellington-altus.ca
About the Company
A powerhouse in the independent wealth space, Wellington-Altus offers unbiased advice. They empower Winnipeg clients with flexible solutions and access to top-tier financial products.
Pros
- Independence
- Modern platform
Cons
- Newer brand
- Fast-paced changes
Personalized investment advice for individual investors.
Details
- Year Founded: 1922
- Employees: 1000+
- Price Range: $$
- Phone: +1-800-441-2357
- Email: contact@edwardjones.com
About the Company
Edward Jones focuses on long-term relationships with clients. Their community-based approach in Winnipeg makes them accessible for those seeking clear, face-to-face financial guidance.
Pros
- Accessible offices
- Conservative approach
Cons
- Limited product choice
- Standardized fees
Full-service investment and wealth management services.
Details
- Year Founded: 1901
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-204-982-3600
- Email: info@rbc.com
About the Company
Backed by the strength of a major bank, RBC Dominion Securities offers stability. They provide institutional research and specialized wealth management for Winnipeg's affluent families.
Pros
- Robust resources
- Strong brand trust
Cons
- High account minimums
- Bureaucratic processes
Sophisticated portfolio management and investment advice.
Details
- Year Founded: 1912
- Employees: 1000+
- Price Range: $$$
- Phone: +1-204-982-2700
- Email: contact@bmo.com
About the Company
BMO Nesbitt Burns specializes in customized portfolio management. Their advisors in Winnipeg help clients navigate complex market conditions with sound, professional strategy.
Pros
- Deep research tools
- Reliable advisory
Cons
- Corporate feel
- Fees can vary
Comprehensive wealth advisory and investment management.
Details
- Year Founded: 1855
- Employees: 1000+
- Price Range: $$$
- Phone: +1-204-946-8000
- Email: info@td.com
About the Company
TD Wealth combines banking convenience with personalized financial advice. Their Winnipeg team excels in multi-generational wealth planning and tax optimization.
Pros
- Integrated banking
- Strong technology
Cons
- Standardized advice
- Limited independence
Full-suite wealth management services.
Details
- Year Founded: 1905
- Employees: 1000+
- Price Range: $$$
- Phone: +1-204-944-7800
- Email: contact@cibc.com
About the Company
CIBC Wood Gundy provides expert financial guidance through a personalized approach. They are a staple in the Winnipeg financial sector for their consistent service record.
Pros
- Legacy and stability
- Good range of funds
Cons
- Higher management fees
- Complex fee structures
Tailored financial management and wealth solutions.
Details
- Year Founded: 1902
- Employees: 500-1000
- Price Range: $$$
- Phone: +1-204-947-0800
- Email: info@nbf.ca
About the Company
National Bank Financial provides client-centric advisory services. Known for their analytical rigour, they help Winnipeg investors build robust portfolios that stand the test of time.
Pros
- Analytical strength
- Personal approach
Cons
- Average digital presence
- Limited boutique feel
Team-based approach to complex financial needs.
Details
- Year Founded: 1832
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-204-946-7700
- Email: info@scotiawealth.com
About the Company
Scotia Wealth Management uses a team-based philosophy to cover all facets of a client's wealth. Their multidisciplinary teams in Winnipeg are highly regarded for their depth.
Pros
- Multidisciplinary teams
- Global resources
Cons
- High entry hurdle
- Corporate constraints
Global reach with local wealth management focus.
Details
- Year Founded: 1950
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-204-949-0400
- Email: info@canaccord.com
About the Company
Canaccord Genuity brings a global perspective to Winnipeg's local market. Their investment advisors are adept at managing high-growth portfolios and complex asset classes.
Pros
- Market insights
- Global network
Cons
- Market-sensitive
- High risk tolerance focus
Local financial planning expertise for families.
Details
- Year Founded: 1926
- Employees: 500-1000
- Price Range: $$
- Phone: +1-204-956-8500
- Email: support@ig.ca
About the Company
Providing specialized financial coaching, this local branch offers deeply personal advice. They are dedicated to helping Winnipeg residents reach long-term life and wealth goals.
Pros
- Community focus
- Great accessibility
Cons
- Brand-specific products
- Sales-heavy culture
Boutique wealth management firm.
Details
- Year Founded: 2012
- Employees: 10-50
- Price Range: $$$
- Phone: +1-204-555-0199
- Email: contact@harborwealth.ca
About the Company
A smaller, focused firm that offers highly personalized service. Clients in Winnipeg value their independence and direct approach to wealth preservation.
Pros
- Very personal
- Transparent
Cons
- Smaller resource pool
- Boutique pricing
Local independent financial consultants.
Details
- Year Founded: 2005
- Employees: 10-50
- Price Range: $$
- Phone: +1-204-555-7788
- Email: info@winnipegfinancial.ca
About the Company
This independent firm provides objective advice without corporate bias. Their local expertise makes them a strong choice for those looking for community-rooted planning.
Pros
- Truly independent
- Local knowledge
Cons
- Limited reach
- Smaller scale
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Frequently Asked Questions
FAQ
- What services do financial advisors in Winnipeg offer? They provide investment management, retirement planning, tax strategies, and estate planning.
- How do I choose the best financial advisor? Look for certified professionals (CFP) with a strong track record and transparent fee structures.
- Do I need a lot of money to hire a financial advisor? Many firms offer services for various net worth levels, though some focus on high-net-worth individuals.
- Are Winnipeg financial advisors regulated? Yes, they are regulated by the Manitoba Securities Commission and national regulatory bodies.
- How are financial advisors compensated? Compensation models include flat fees, hourly rates, or a percentage of assets under management.
- What is the benefit of a local advisor in Winnipeg? A local advisor understands Manitoba-specific tax laws and regional investment opportunities.