SmartWealth Financial Incorporated is a financial services organization composed of Winnipeg financial advisors who share the same values and mission of providing Winnipeg clients with a holistic and long term financial guidance in terms of risk management and wealth accumulation.
As financial advisors in Winnipeg, we focus on helping our clients realign their expenditures toward things that matter most to them and their families.
Client-benefit first is of utmost importance to us; hence we pride in calling ourselves “value-based financial advisors” as we strive to provide value-first financial services that benefit Winnipeg families and their loved ones.
Our Core Values
Our team at SmartWealth Financial Incorporated believes in providing our clients with fair, transparent, and value-based services that are beneficial to them and their loved ones.
Our role as Winnipeg financial advisors is to guide you in finding the best solutions that suit your needs and comfortability; providing you with the necessary information to help you make well-informed financial decisions when it comes to managing risks against the financial impact of things that we can not control and in terms of building wealth over time.
As Winnipeg financial advisors, our mission is to simplify the risk management and wealth-building process through simple conversations to help more Winnipeg families as you and your loved ones invest more in things that really matter.
Our vision is a place where no one has to suffer financial difficulties due to a life event that’s beyond their control or old age because families have planned ahead.
SmartWealth Financial Advisors in Winnipeg
Our team is composed of advisors with various professional backgrounds; from accounting, engineering, and administration.
Ramon is the founder and President of SmartWealth Financial Incorporated. He has been in the financial services industry since 2013.
Ramon is an internationally educated accountant who has moved to Canada in 2011.
As a graduate of Bachelor of Science in Management Accounting, he has worked both on private and government organizations where he served various accounting roles during his career in the Philippines.
In Winnipeg, he found passion in working one on one with individuals and families helping them plan their financial security.
Azenith moved to Canada in 2009. She was a graduate of Bachelor of Science in Accountancy in the Philippines.
She started her career in financial services as an RESP consultant in Winnipeg, then, later on, secured her LLQP license in order to offer financial advisory services as well to help her clients plan their financial security.
Cora graduated Bachelor of Science in Chemical Engineering and Master of Science in Management Engineering in 1976 and 2001, respectively from Adamson University in the Philippines.
She moved to Winnipeg in 2013 and joined our team as a Winnipeg financial advisor in 2018.
Prior to moving in Canada, she worked for 36 years with the Philippine Textile Research Institute (PTRI) of the Department of Science and Technology (DOST) where she honed her technical expertise on training and consultancy services.
Cora is a retired Chemical Engineer in the Philippines.
Marissa Del Rosario
Marissa is a Certified Public Accountant (CPA) in the Philippines.
She has worked as an accountant in a government-owned national bank in the Philippines and is currently working as an accountant for a private company in Winnipeg aside from her career in the financial services field.
She is passionate about guiding clients to implement the right solutions when it comes to protecting their financial security.
Maria Luz Yago
Maria is a graduate of Bachelor of Science in Commerce with a major in Computer Science and Information System in the Philippines.
She is passionate about helping families make well-informed financial decisions when it comes to protecting their loved ones’ financial security and in planning their children’s post-secondary education.
Aside from her financial services profession, she currently works as a Business Analyst in a government organization.