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Financial Planners near Winnipeg MB (75 Result(s))
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The phone number for this merchant may have changed recently
WelcomeAreas of Specialization:Dean has become known over the years as, 'The Man with a practical straight forward approach to financial planning.'He is known for this ability to conceptualize, execute and communicate innovative solutions to both individual and business financial institutions.Education & Experience:Dean Cockell is the Branch Manager for Portfolio Strategies in Winnipeg.He holds his Certificate in Financial Planning (CIFP) and also holds his EPC Designation as a charter member of the Canadian Initiative for Elder Planning Studies.Dean also holds his Designation and Certification as MFA (Master Financial Advisor)He is also a member of The Canadian Institute of Financial Planners.Dean is considered an authority on individual financial and retirement planning. His experience and education have covered a broad spectrum of management skills encompassing visionary leadership; public media relations; training and development; corporate and strategic planning; marketing and sales management; and joint venture/strategic alliances.Subscribe to Deans FREE newsletter .Got a Question for Dean?
Our Company After several years of preparing tax returns for family and friends during university, Chris Douglas formally began his financial services career in 1982. Primarily focused on insurance and GIC's (the 80's), to mutual funds (the 90's), the practise is now a full service financial planning centre, serving over 800 clients in 4 provinces. Douglas Financial provides complete retirement, estate, and tax planning advice. Chris is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and a Chartered Financial Consultant (ChFC). In addition to volunteering on many local boards, Chris also teaches several financial planning courses at Red River College.Karen Barton joined our team in 2008 as our office assistant and brings with her many years of experience in the private sector.Chris Douglas CFP, CLU, CHFC, Douglas Financial Ltd., Unit 14 - 1700 Corydon Avenue, Winnipeg, MB, R3N 0K1Ph: (204) 987-2727 Fax: (204) 987-2729 Christopher.Douglas@manulifesecurities.ca
YourStyle FinancialDoug Buss, CLU, CPC,a CFP We all have goals, whether financial, educational, spiritual or physical. A balance between all these goals is what is important - to you, and to me! My objective is to develop a personalized plan so that you can achieve your goals and ultimately, your dreams.Celebrating 25 years in the financial industry, with many of those years spent as a financial planner in Winnipeg, I have encountered many different client situations, both business and personal, where I have called upon my knowledge and experience to provide unique solutions.My greatest joy is the satisfaction of sharing my expertise with clients in implementing strategies to help them achieve their goals.
At IPC Securities Corporation we make a commitment to the families we serve: to help them find financial peace of mind, no matter what is happening in the world around us. As a family ourselves, we know the importance of passing on solid financial values from generation to generation. We listen to you so that we can understand what is important to you. We then help you articulate your goals and lay out a plan that will allow you to accomplish them. We will meet with you regularly to make sure we continue to understand what is important to you and you are staying on track to reaching your goals. We also know the success of a family will not be determined by the markets, but rather by financial peace of mind that comes from doing the right things, for the right reason at the right time. Your Family is our focus.
What is your dream?Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources and to protect against risks along the way. Find out how .Sellors & AssociatesLive your DreamIPC Securities Corporation is one of the country's fastest growing independent financial services organizations.Through our national network of related companies, our clients have access to a complete range of financial services – including convenient, competitively priced investments, savings, insurance, mortgages, tax and estate planning products.Behind each and every IPC Securities Corporation investment advisor is the strength and stability of its majority owners, IGM Financial Inc., (TSX:IGM) a subsidiary of Power Financial Corporation (TSX:PWF).Today, IPC Securities Corporation and our Investment Advisors' goals remain simple:Through our independence, we can provide our clients with the very best in financial products, services and advice to help them achieve their financial goals and enjoy peace of mind.SITE SEARC
503-1445 Portage Ave, Winnipeg, MB R3G 3P4
North West Capital Partners - Clarion Centre
Does your plan accurately represent your true vision? Perhaps you've only engaged in traditional, tactical planning and key voids have yet to be discovered. At Blackwood, we start at a different place. We focus on the WHY of planning and help our clients articulate the mission behind their actions and the motivation that fuels implementation.We encourage you to learn more why we're different and how our unique approach can deliver better results. If you're an advisor who would like to learn how we may be a valuable addition to your existing team click here . Thanks for stopping by and we hope to speak with you soon.
The phone number for this merchant may have changed recently
The Rob-Lyn story begins with Barry Adams. Barry first began working in the financial industry in 1966, as an insurance representative sponsored by Great-West Life. In 1976, Barry founded Rob-Lyn Financial (named after his two children) on the principle of protecting and doing what is right for clients. At the time, Rob-Lyn was just a two-person team made up of Barry Adams and Joanne Sands, and focused largely on insurance.
Welcome to AFIG, we are committed to turning your dreams into reality. We are here to unlock your financial potential and help you create financial independence, using proven, safe strategies with written guarantees that bring real results. We help our clients pay off their mortgages more quickly, get out of debt faster and reach financial independence sooner. That is why our name is 'Achieve Financial Independence Group'. We are a group of licensed and experienced financial professionals who specialize in investments, insurance, and planning. We do not distribute our own proprietary products. We have a responsibility to you the client to find the product that is in your best interest. Large firms rely heavily on their brand to entice new clients. A small independent firm relies on its reputation to grow and expand its business. Every partner has a very direct and tangible vested interest in the success of the firm.
Canada's leader in retirement income planning for nearly-retired, newly-retired, and fully-retired couples and individuals. Severance Counselling and Pension Transfers.
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