Tetrault Wealth Advisory Group provides a full range of financial planning services. Whether you need personal wealth management, business planning, or philanthropic strategies, they offer expertise in each area.

What stands out the most is that they don’t just set up your financial plan and walk away—they regularly check in to keep you updated and see how things are going. 

Rob, the advisor, clearly values his relationships with clients, going above and beyond with these check-ins even though it’s not required. This kind of dedication shows a real personal touch that many people appreciate.

One big plus is how responsive Rob is. You can expect a quick reply, making you feel well taken care of. Many clients have stuck with him for years, which speaks to their satisfaction.

Just note that they’re closed on weekends. Still, if you’re curious about their services, the free consultation is a great way to get a feel for what they offer without any commitment.

Noticeable positive returns

“After 5 weeks at Tetrault Wealth we see positive returns with our portfolio.  We switched because we lost money since 2020!   What a nice feeling and such a pleasant and high service staff to dealt with almost makes this experience surreal! Thank you Rob!”

Vern Gudmundson, Google Review

Very personalized service

“Truly a great group of people that are willing to listen and answer questions at any time. Very personalized service and we are realizing very good returns on our investments. Highly recommend Rob and his team.”

Roy McTaggart, Google Review 

What sets Warkentin Group Private Wealth Management apart is how easily they work with other experts, like lawyers. It saves you the hassle of finding a separate legal pro for any complicated financial stuff since they’ve already got one on hand—making everything smoother and less stressful.

We also found that they’ve built up a lot of loyal clients who’ve been with them for decades, which says a lot about their service. And if you ever need something cleared up, they’re quick to respond, which is helpful when you’re feeling unsure about anything.

Their holistic approach is also noteworthy, covering everything from financial analysis to legal work and regular check-ins. It’s not a one-size-fits-all deal—they create personalized plans and are great at adjusting as your needs change.

It’s a bit of a downside that they focus more on personal finances and don’t prioritize business financial planning, which isn’t ideal if you’re a business owner. Even so, for personal financial planning, they’re still one of the better options in Winnipeg.

Provides sound financial advice

“My wife Janine and I have been clients of Doug’s since 2002.  Doug always provides us with sound financial advice and makes sure we fully understand our options before making changes in our portfolio.  We are more than pleased with the growth we have seen in our investments over the last two decades.  Doug has been around for the birth of all 3 of our children, and we classify him as a close family friend.  We know Doug works hard to ensure we meet our financial goals and is setting us up for a successful retirement.  We have referred him to many of our friends.”

Chris LaForte, Google Review

Excellent long-term partner

“We have had the good fortune to be clients of Doug Warkentin for over 20 years. Doug is always there for us, not only as a financial advisor, but a true friend as well.  We truly believe that we would not be where we are today without his knowledge and sound financial advice. Thank you so much to Doug and his team.”

Kim Gillon, Google Review

Yourstyle Financial knows its stuff in long-term and elderly planning, which isn’t something every financial planner focuses on. They’ve got some interesting ideas for retirement, both financial and non-financial, that can really give you peace of mind about your future.

Another great thing is their insurance know-how. They’ve got a solid track record in life, critical illness, and travel insurance, so if that’s something you’re focused on, you’ll probably feel pretty confident in their expertise.

It’s also nice that there’s no sales pressure with them. Nothing’s worse than feeling pushed into an investment that’s not right for you, and Yourstyle Financial definitely avoids that. They really take the time to understand what’s important to you before making recommendations.

But we’re a bit iffy that they don’t have an in-house tax specialist. If you’ve got tricky tax issues, it might be a hassle to find extra help elsewhere. Still, if you’re after a no-pressure, client-focused experience, Yourstyle Financial is a solid choice.

Great with retirement plans

“Working with Doug at YourStyle Financial came at the right time in our lives (near retirement)! He’s top notch and helping us pave the way to our retirement future!!!”

Ken Wasiuta, Google Review

Understands your goals and needs

“Doug from Your Style is great. He is very detailed with what your goals and needs are. Making financial planning decisions are important and can be a challenge. Doug makes it a educational experience that helps you make the best decision for you and your family.”

Chelsea White, Google Review

Cascade Financial Group Inc. covers all the bases for individuals, families, and businesses, so they’re a pretty versatile choice for various financial needs. 

Business owners might also appreciate the fact that Cascade offers group benefits, which can be a lifesaver when it comes to managing employee insurance and benefits. 

We also love that they’re knowledgeable about key-person insurance. It’s great for keeping a business stable when key employees or executives move on—not every financial firm offers this.

However, their small team might mean more personalized service but also potentially being stretched thin during busy times. They’re also closed on weekends, which could be tricky if you have a tight schedule during the week.

On a positive note, Cascade has in-house tax professionals. If you’re worried about tax planning or just want to avoid tax headaches, their team can offer solid advice and keep you out of legal trouble.

Provides great plans and suggestions

“I’ve had the pleasure of dealing with Thomas Johnson at Cascade Financial Group and his expertise is amazing. He is constantly looking at how to best serve and help my family with all our coverage needs. Getting us set up with a great health and life insurance plan, we don’t need to worry anymore. Definitely one of the best Financial advisors in Winnipeg!”

Kevin Caron, Google Review

Personable and friendly 

“Hans is a very personable and friendly advisor. He explains everything you need to know in a very straight forward way. He truly wants to see each of his clients succeed and enjoys meeting and working with his clients! We always feel like our needs are being taken care of and Hans is easy to get ahold of if we have any questions. I highly recommend Hans to anyone who needs a knowledgeable hard working advisor.”

Whitney Friesen, Google Review

Crescent Financial Group takes a personalized approach with monthly reports that keep you updated on your progress and the financial world. They simplify complex concepts, making it easy to stay informed without wading through confusing jargon.

A standout feature is their estate planning services, which not all financial planners offer. If you want to ensure your assets are passed on smoothly and with minimal tax hassle, they’ve got you covered. 

What we also find impressive is how their recommendations are backed by evidence and case studies. It’s reassuring that their advice is based on data, not just guesses. Some clients have even moved all their investments to Crescent because of this evidence-based approach.

On the downside, they have fewer options for business financial planning. They’re great with personal finances, but if you’re a business owner looking for more comprehensive solutions, this might be a drawback.

Overall, though, Crescent is a top contender if personal or estate planning is a must and you like staying informed throughout the process.

Tailor their services to your needs

“Fantastic group at Crescent Financial!  They work to tailor their services to your needs, offer a wide range of investment and insurance options and spend the time with you to ensure you are getting what you need and want.  Easy to work with and never any pressure, they offer the facts, the research and some advice so your decisions are informed and comfortable.  My strongest recommendation.”

R B, Google Review

Helpful and responsive 

“Highly recommend Christina Grace from Crescent Financial. I contacted her earlier this year in regards to purchasing health benefits for my family and she was able to find us competitive rates. She was very helpful and very responsive to the many questions I had in regards to the transition switching from a company benefit to a personal health plan. Thank you so much Grace!”

Dianne Guevarra, Google Review