Financial Advisor in Winnipeg, Manitoba
Welcome to SmartWealth!
We here at Smartwealth are Winnipeg financial advisors focused on helping clients protect their financial security, and build wealth for their future.
Honest & transparent financial advisory services in Winnipeg and other parts of Manitoba.
We Help business owners, professionals, and breadwinners manage their financial risks against the potential impact of serious life events while at the same time helping them achieve a brighter future through practical, and tax-efficient wealth accumulation strategies.
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Client Focused, Financial Advisory Services
SmartWealth financial advisors are committed to delivering honest & transparent financial advisory services focused on client benefit.
Holistic Financial Advisory Approach
We offer a holistic financial advisory service in Winnipeg, Manitoba.
From income protection, wealth accumulation, to retirement funding.
- Manage Risks
- Build Wealth
- Retire
Annuities
Retire with peace of mind and a lifetime retirement income with fixed annuities
Life insurance helps you protect your loved ones’ financial well-being in case of premature death.
Critical illness insurance is living benefits insurance that pays out a lump sum amount in case of a serious illness.
Disability insurance replaces a portion of your income if you’re unable to work due to injury or illness.
The Registered Education Savings Plan is a government registered education fund that allows you to invest toward your child’s or grandchildren’s post-secondary education with the help of government grants.
Tax-Free Savings Account is a government registered investment account that allows you to accumulate wealth tax-free. You get no tax-incentive when you contribute but you don’t get taxed when you withdraw funds.
Registered Retirement Savings Plan is a tax-deferred retirement fund that gives you tax incentives on your contributions, allows your asset to grow tax-free but you get taxed when you withdraw your funds
Why Choose Us
As your Winnipeg financial advisory team, we work with you in designing risk management and wealth accumulation strategies that best serve your needs.
Manage Risks
Protect your financial security in case of serious illness, disability, or premature death.
Buid Wealth
Invest a portion of your income in tax-efficient accounts for long-term wealth accumulation.
Retire
Retire financially free without worrying about running out of money at retirement.