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Financial Planners near Winnipeg Commodity Exchange Winnipeg MB in Winnipeg, MB (62 Result(s))
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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.
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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
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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.
242 Hargrave St, Winnipeg, MB R3C 0V1
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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?
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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.
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ContactGranite Financial Group Inc. offers comprehensive financial solutions to individuals, business owners and non-profit associationsGranite Financial Group Inc. is a Canadian financial services company based in Winnipeg, Manitoba. Through the purchase of two businesses, Granite Financial Group Inc. was formally established in 2001. Collectively the group has been in existence for more than 30 years providing services to clients in British Columbi,a Albert,a Manitob,a Ontario, Nunavut and North West Territories.Granite Financial Group Inc. is a team of professional financial advisors committed to delivering sound financial solutions that meet the needs of our clients. The company operates with the highest standards of compliance and ethical practices as established by the Financial Planners Standards Council (FPSC). For more information please click here. Missions, Values and BeliefsOur MissionTo make life easy for our clients by developing sound financial solutions to individuals, professionals and business owners across Canada.To provide opportunities for our employees to grow while rewarding them for their efforts in a fair and consistent manner.To support community and charitable activities where we can assist in making a difference for those in need.
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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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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
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