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The 5 Best Financial Advisors in Winnipeg

The 6 Best Financial Advisors in Winnipeg

  • Qualifications – We checked the financial advisor's certifications, scope of expertise and track record of successful client cases.
  • Financial strategy – The advisor's approach to crafting effective financial roadmaps that are suitable for their client’s financial standing and goals.
  • Availability and scheduling – We chose advisors that can accommodate their clients on time, have flexible schedules, and handle each client session efficiently.
  • Client support – It’s crucial to address clients with urgency and acknowledge any concerns involving their services.
  • Price – We listed financial advisors with reasonable rates, considering their pricing schemes for hourly rates and financial plans.

Having money is one thing, but handling money is another challenge. There’s a little more to just putting money in a bank and calling it a day!

If you want to maximize your finances, you’ll need smart saving, investing and planning, and a financial advisor might be the person to help. 

However, looking for a trustworthy and effective financial advisor can be tricky and time-consuming. To speed things up for you, we listed the best ones in Winnipeg!

1. Bilyk Financial

Services: Summary of services, investment management, insurance, legacy planning, risk management, tax planning, and group benefits

Website: https://bilykfinancial.com/

Address: 4769 50 Ave, Vegreville, AB T9C 1L1, Canada

Contact Details: [email protected]; 780-632-6770

Operating Hours: Monday – Friday: 9:00 AM – 5 PM

Google reviews score5/5
TrustAnalytica reviews score5/5
NiceLocal reviews score 5/5
Total reviews5/5
Score consistency 5/5
Qualifications5/5
Certifications5/5
Scope of expertise5/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling5/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Process-oriented approach
  • 50 years of experience
  • Offers free financial consultation

Cons

  • Requires a call or appointment for more information

Bilyk Financial, with over 50 years of experience, offers top-notch financial advice in Winnipeg and nearby areas. They’re known for staying in touch with clients and offering smart solutions. They help you invest wisely, keep up with money trends, and save on taxes.

They do things differently by analyzing different investment options before making a personalized plan for you. They focus on investments that work best for you, like stocks, real estate, and more. Their goal is to help you make more money while taking smart risks.

Their approach is all about finding the best ways to grow your wealth over time. They look at what’s happening in the world of finance and use that knowledge to help you make better decisions. Clients love them, and many stick with them for the long haul.

With Bilyk Financial, you get expert advice tailored to your needs. They’re there to guide you every step of the way, helping you reach your financial goals with confidence.

2. Doug Warkentin – Warkentin Group Private Wealth Management

Doug Warkentin – Warkentin Group Private Wealth Management's Homepage

Services: Financial, investment, estate, business succession, tax and philanthropic planning, and management consulting services, insurance

Website: http://warkentingroup.com/ 

Address: 363 Broadway #906, Winnipeg, MB R3C 3N9

Contact Details: (204) 414-2479; [email protected] 

Operating Hours: Monday – Friday: 8:00 AM – 4:00 PM

Google reviews score5/5
TrustAnalytica reviews score5/5
NiceLocal reviews score 5/5
Total reviews4/5
Score consistency 5/5
Qualifications4/5
Certifications5/5
Scope of expertise4/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling5/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Has a holistic financial planning approach
  • Partnered with lawyers and experts
  • Has many loyal clients
  • Produces stable return on investments
  • Provides excellent personalized financial plans
  • Highly responsive and informative

Cons

  • Does not focus on business finances

Warkentin Group Private Wealth Management provides one-on-one discussions with clients to develop customized, integrated financial plans covering the whole nine yards of financial services. 

On that note, we like that they have a holistic approach to their financial plans, from finance and goal analysis to legal work and periodic reviews. You can expect a well-thought-out transition from one step to the other, giving you a better grasp of the plan.

That said, Doug Warkentin, the senior wealth manager, has shown outstanding skills in digesting your concerns and creating effective personalized plans. For instance, he has worked with clients at different points in life, from young professionals to tenured employees.

We also appreciate that Doug can quickly address your concerns via email or call. He’s hands-on with every client and does not prioritize one over the other, which we found refreshing.

However, we noticed they are limited to personal finances and do not focus too much on business finances.

And speaking of personal finances, we like that Doug and the rest of their team can consistently produce what you want — ticking the goals on your list as planned!

Lastly, we are impressed by the number of clients who have entrusted their financial plans to Warkentin Group, with some being with them for decades, proving the consistent A+ performance they deliver.

2. Tanner Irwin – Cascade Financial Group Inc

Tanner Irwin – Cascade Financial Group Inc Homepage

Services: Financial, insurance and investment planning 

Website: https://www.cascadefinancialgroup.com/ 

Address: 1730 Corydon Ave, Winnipeg, MB R3N 0K3

Contact Details: (204) 837-1161; Direct: (204) 837-1229

Operating Hours: Monday – Friday: 9:00 AM – 4:30 PM

Google reviews score5/5
TrustAnalytica reviews score5/5
NiceLocal reviews score 5/5
Total reviews4/5
Score consistency 5/5
Qualifications5/5
Certifications5/5
Scope of expertise5/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling4/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Has services for individuals, families, and business
  • Provides expertise on different insurance types
  • Offers group benefits
  • Has in-house tax professionals
  • Knowledgeable in all the areas of investing

Cons

  • Does not have 24/7 client support

Cascade Financial Group Inc offers financial planning services for insurance, investments, group benefits and more.

What we like most about them is that they cater to individuals, families, and businesses. So whether your goals are long-term, like retirement or more immediate, like starting a business, they can help you build a financial strategy tailored toward your needs.

They even offer group benefits to commercial clients, so you won’t have to go through all the trouble in figuring out what to do with the employee benefits and insurance as a business owner.

At the helm of this financial group is Tanner Irwin, a certified financial planner who we think is one of the best, given his excellent track record. From what we’ve seen, he’s well-versed in almost all areas, such as investing, life insurance, and complex financial matters.

We also like that he’s quick to address any questions or concerns and always goes above and beyond. Luckily, you can contact him directly via email or call, which we think is more convenient.

But it’s a shame they don’t have a 24/7 client support line in case something keeps you up at night regarding your finances.

Another thing we like is that Cascade has in-house tax professionals that can provide crucial suggestions and input as you go through the financial plans. Rest assured, you won’t get sued for tax fraud or evasion because of their thorough processing.

3. Doug Buss – Yourstyle Financial

Doug Buss – Yourstyle Financial's Homepage

Services: Individual and business financial, insurance, and tax planning

Website: https://www.yourstylefinancial.ca/ 

Address: 2020 Portage Ave #1b, Winnipeg, MB R3J 0K4

Contact Details: (204) 474-2929; [email protected] 

Operating Hours: Monday – Friday: 9:00 AM – 5:00 PM

Google reviews score5/5
Yably reviews score4.9/5
Facebook reviews score4.6/5
Total reviews4/5
Score consistency 4.8/5
Qualifications4/5
Certifications5/5
Scope of expertise3/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling5/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Caters individual and business clients
  • Exceptional long-term and elderly plans
  • Skilled in most personal insurance types
  • Provides excellent staff and employee benefit packages
  • Doesn’t pressure clients into buying the plans or packages
  • Creates detailed and highly personalized plans
  • Trustworthy and friendly

Cons

  • Does not have in-house tax professionals or lawyers

Yourstyle Financial allows you to discuss and explore what’s important for your financial health and well-being. We like that this applies to individual and business clients, from insurance and investments to health and group benefits.

It’s also a plus in our books that they have an excellent track record, particularly in dealing with all types of insurance plans, such as life, critical illness, and travel insurance.

To add, we appreciate the different plans and suggestions they offer for long-term, specifically elderly plans such as retirement — non-financial plans, too!

As for their head financial advisor, we are confident that Doug Buss can provide the guidance you need to meet your financial and life goals. 

From what we’ve seen, Doug is always on top of things, even if you’ve been working with him for two weeks or two decades. We also think he’s trustworthy because he doesn’t blind you with unrealistic results or expectations, plus he has gained praise from many clients!

We’re also pleased that he doesn’t try to pressure you into buying insurance or investments that don’t even meet your interests. Instead, he carefully listens and considers all your concerns before crafting a suitable plan.

Finally, we are impressed that Doug and the rest of Yourstyle Financial have the experience and expertise with staff or employee benefit packages, saving many small business owners from the hassle.

4. Robert Tetrault – Tetrault Wealth Advisory Group

Robert Tetrault – Tetrault Wealth Advisory Group's Homepage

Services: Financial, tax, investment, retirement, and insurance planning, wealth management

Website: https://robtetrault.com/ 

Address: 1010-201 Portage Ave, Winnipeg, MB R3B 3K6

Contact Details: (204) 259-2859; [email protected] 

Operating Hours: Monday – Friday: 8:00 AM – 4:00 PM

Google reviews score4.9/5
TrustIndex reviews score4.9/5
TrustAnalytica reviews score 5/5
Total reviews5/5
Score consistency 4.9/5
Qualifications5/5
Certifications5/5
Scope of expertise5/5
Track record5/5
Financial strategy4/5
Effectiveness4/5
Approach4/5
Availability and scheduling5/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Offers a free consultation
  • Provides personal and business services
  • Conducts regular check-ins
  • Prompt and effective services
  • Conducts events and forums
  • Offers alternative investments

Cons

  • Can improve accuracy of investment forecasts

What impresses us the most about Tetrault Wealth Advisory Group is that they are knowledgeable and suggest alternative investments as one of the things you can add to your plan, with Robert Tetrault to guide you along the way.

For instance, Rob introduces top alternative investment managers who highlight their expertise in infrastructure, music royalties and agricultural land; from our research, these investments have proven to benefit clients over the years.

But, we hope they improve the accuracy of their investment forecasts to have a more conservative expectation of return. Regardless, most returns are still relatively higher than other financial advisories.

We also think it’s nice that Rob does regular check-ins with his clients to see how they’re progressing and update them about their financial plans, even though it’s not required. For us, this shows his diligence and care for every client.

In addition, if you have anything you’d like to ask or clear up, you can call him, and he’s likely to answer right away and see what he can do to help you. Plus, most of his clients are well-satisfied and continue to work with him.

Overall, should you consider Rob or Tetrault Wealth Advisory Group, you can check if you’re good with them by booking a free consultation — an informed decision is a good decision!

5. Kevin Harold – Crescent Financial Group

Kevin Harold – Crescent Financial Groups' Homepage

Services: Financial strategy, retirement, estate and tax planning, portfolio and insurance analysis

Website: https://www.crescentfinancial.ca/ 

Address: 501 St Mary’s Rd, Winnipeg, MB R2M 3L2

Contact Details: (204) 477-6174; [email protected] 

Operating Hours: Monday – Friday: 8:30 AM – 5:00 PM

Google reviews score5/5
Birdeye reviews score4.8/5
Total reviews2/5
Score consistency 4.9/5
Qualifications4/5
Certifications5/5
Scope of expertise4/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling4/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Offers estate planning services
  • Provides monthly reports 
  • Informative and friendly
  • Recommendations are backed by evidence and cases
  • Offers a range of investment and insurance options

Cons

  • Limited business financial plan packages

Kevin Harold of Crescent Financial Group has impressed us with his expertise in wealth management and estate planning, helping families and individuals achieve their financial objectives.

On that note, we like that they offer estate planning since not all financial advisories focus on this specialty. 

In other words, Kevin can help arrange your financial affairs so that your assets can be passed to your heirs as quickly and efficiently as possible. This also means you can minimize any taxes payable with properly planned estates — less burden when you pass on.

We also like how he can explain complicated terms and processes simply and directly without leaving any crucial detail out. 

It’s also worth noting that they provide monthly reports that give you a rundown of personal updates and insights into the financial world.

Although, we noticed that they don’t focus on or have as many plans and packages for business as they have with personal or individual clients, which we think is a missed opportunity.

Nonetheless, we want to highlight their range of investments and insurance options. What’s more, all of Kevin’s recommendations are backed with evidence and similar cases to help you have more confidence in it — some even moved all their investments to Cascade!

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