Tetrault Wealth Advisory Group is a financial services firm that prides itself on providing a sophisticated and tailored Wealth Management experience for its clients. The team is dedicated to simplifying the lives of those who do business with them by connecting clients to the financial solutions they need.

We like that the firm assists clients with education planning, charitable giving, retirement planning, and leaving a legacy. This comprehensive approach covers various aspects of wealth and estate planning to meet clients’ long-term objectives.

With access to 45+ banks and credit unions, Tetrault Wealth Advisory Group provides cash management services to support the maintenance and growth of clients’ investment portfolios.

While the firm mentions providing value-added solutions to support the growth of investment portfolios, specific details about these offerings can be further discussed with one of the advisors on a video consultation call.

Overall, Tetrault Wealth Advisory Group offers a comprehensive suite of financial services with a focus on personalized wealth management. The firm’s commitment to client service excellence, disciplined advisors, and a broad range of planning services are notable strengths.

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.

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.

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.

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.

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!