Financial Advisor in Winnipeg, Manitoba
As financial security advisors in Winnipeg, we offer honest & transparent financial advisory services within the city and other parts of Manitoba.
We work with business owners, professionals, and breadwinners to help them manage the financial risks of life events that are beyond their control while at the same time helping them build wealth through practical, and tax-efficient wealth accumulation strategies.
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Client Focused, Financial Advisor Services
SmartWealth financial advisors are committed to delivering honest & transparent financial advisory services focused on client benefit.
Mitigate the financial risks of serious life events.
Build wealth for your short and long term financial goals.
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.
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-breaks on your contributions, allows your asset to grow tax-free but you get taxed when you withdraw your funds
Why Choose Us
As Winnipeg financial advisors, we work with you in designing risk management and wealth accumulation strategies that work for you.
Protect your financial security in case of serious illness, disability, or premature death.
Invest a portion of your income in tax-efficient accounts for long-term wealth accumulation.
Retire financially free without worrying about running out of money at retirement.