The health and safety of our clients and advisors are our top priority. During these challenging times, SmartWealth Financial Incorporated remains open to serve our clientele. Our office is currently closed and we do not offer in-home meetings but we continue to welcome new clients and serve existing ones through video conferencing. If you would like to learn more about our services, please don’t hesitate to book your initial consultation with us!

Honest & transparent financial advisory services in Winnipeg and other parts of 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.

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.

Winnipeg financial advisor - Ramon Desiderio
Ramon Desiderio, Financial Advisor

Holistic Financial Advisory Approach

We offer a holistic financial advisory service in Winnipeg, Manitoba. 

From income protection,  wealth accumulation, to retirement funding.

Insurance

Protect your financial security against the potential impact of serious life events.

Investments

Build wealth slowly. It’s not a get rich quick thing. Slow and steady wins the race.

Retirement

Retire with peace of mind in knowing that you will not outlive your nest egg.

Manage Your Risks

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Life insurance helps you protect your loved ones’ financial well-being in case of premature death so they need not suffer the financial burden of premature death.

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Critical illness insurance pays out a lump sum benefit in case of a serious illness that’s covered by your policy.

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Disability insurance replaces a portion of your income so you continue receiving income while recovering from illness or injury.

Build Wealth Slowly

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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.

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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.

RRSP Winnipeg - Registered Education Savings Plan

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

Winnipeg Financial Advisors

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Our financial advisory team is dedicated to helping you achieve financial freedom while at the same time helping you manage the potential financial impact of life events that may roadblock your success.

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 successful without worrying about running out of money at retirement.

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