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  • Igm Financial Inc. Website
    (204) 943-0361
    1 Canada Centre 447 Portage Ave, Winnipeg, MB R3C 3B6

    IGM Financial operates a group of Canadian companies that provide comprehensive wealth management, personal financial planning, and investment services. It assists individuals, families, and advisors in building and managing portfolios, offering guidance across all life stages. The firm focuses on …

  • Emerging Information Systems Inc. Website Contacts
    (204) 943-3474
    500-330 St Mary Ave, Winnipeg, MB R3C 3Z5

    InvestCloud unifies managed accounts, advisor solutions, and private markets into a single ecosystem, offering NaviPlan—a comprehensive financial planning software that supports goals-based assessments, retirement income scenarios, and estate planning. The platform includes a presentation module fo…

  • Acquire Capital Inc Website
    204.989.0532
    7 Donald St, Winnipeg, MB R3L 2S6

    Dave is a financial advisor with over 30 years of experience helping clients build plans and achieve goals. Most recently, Dave worked at a large independent financial services company for more than 20 years. Dave takes a hands-on approach understanding client needs and goals and he understands the…

  • Loring Ward Website
    204.954.5150
    360 Main St, Winnipeg, MB R3C 3Z3

    Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing. Founded in 1990, we provide Investment Management, Business Management and Practice Development to a select group of America’s most knowledgeable a…

  • Custom Benefit Solutions Inc. Website
    (888) 423-6434
    201-1483 Pembina Hwy., Winnipeg, MB R3M 2G8

    Custom Benefit Solutions Inc. is an insurance brokerage specializing in life, travel, group benefits, health, dental, and international student insurance. They offer low-cost quotes from major Canadian insurers, group benefit plans for employers, travel insurance for snowbirds and visitors, and cov…

  • Scotia McLeod - Scotia Wealth Website
    (431) 688-2346
    242 Hargrave St, Winnipeg, MB R3C 0T8

    Quinton Chambers offers comprehensive wealth management services, including tax reduction strategies, wealth accumulation planning, and total coordination of financial advice. With designations such as CFP®, CIM®, PFP®, and FCSI®, he provides integrated financial plans that connect tax, structure, …

  • Cambrian Credit Union Website
    (204) 925-2727
    2136 McPhillips Street, Winnipeg, MB R2V 3C8

    Cambrian Credit Union offers a range of financial services including personal banking, mortgages, loans, lines of credit, investment advice, and merchant payment solutions. It provides online brokerage services through Qtrade Direct Investing and mutual funds via Aviso Wealth, both divisions of Avi…