PHONE: 204-977-8068
FAX: 204-943-1561
1345 Taylor Avenue
Winnipeg, Manitoba, R3M 3Y9

The accumulation of wealth is the result of hard work, discipline and astute management. Its growth, preservation and protection deserve equal attention. We are dedicated to helping our clients achieve their financial goals and experience peace of mind. We do this through comprehensive financial planning and integrated wealth management.

Our mission is to simplify and enhance the lives of our clients by providing integrated financial and life management services tailored to each client's unique objectives.

Before you make a decision to deal with an advisory firm, you need to know who we are and understand our investment and wealth management philosophy. As advisors we are members of Advocis (formerly the Canadian Association of Financial Planners and the Canadian Association of Insurance and Financial Advisors). As Certified Financial Planners (CFP) we take the lead role in coordinating the wealth management needs of our clients. Supporting our efforts is a strong team made up of third party portfolio managers, legal staff and tax professionals. As well, we are assisted by a dedicated service team.

Our practice is ready to assist you in setting your course to financial success. Our team of accredited professionals works with you to design and build a customized plan for your lifestyle. Whether you need basic financial advice or sophisticated strategies, we help you get financially organized. Not only that, but we will monitor any changes that affect your plans. All of this adds up to your peace of mind.

Monthly Comment

What is your five year plan?

What are you going to do?

What are you not going to do?

What financial scenarios could keep you up at night?

Do you have enough? (money, time energy....).

Should you want to discuss any of these questions and determine your financial readiness, please call our office to schedule an appointment - (204) 977-8068 or email jbaldwin@assante.com or dbardal@assante.com