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Your Family Wealth Management Team

Est. 1979

We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada. As a family-owned business ourselves, we have grown to understand the value and importance of passing down financial guidance from one generation to the next. We are committed to the families we serve with the ultimate goal to help them find financial peace of mind, no matter what age and no matter what is going on in the world around us.


 
 
 
 

Built upon family

Our partnership is rooted in family, shared family values, and respect for one another. This foundation has allowed us to guide families who may be transitioning their business to the next generation, and to support families and professionals with dynamic and complex financial structuring.

 
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Committed to you

Our goal is to create long-term connections with the families we work with. We enjoy taking the time to explain our process and understand what is important to each client. Through thorough analysis we create long-term strategies, and implement the detailed processes to achieve them.

 
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Relationship-based

As a relationship-based wealth management firm we understand the importance of cultivating mutual trust. We sit down, get to know you and your preferences, where you are today, your history, and where you see yourself in the future.

 
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