Winnipeg, MB Investments

Canadian Islamic wealth is definitely that best place to get your taxes done! I have been doing my taxes with Jesse for 2 years now and I can say Ill be coming back for l ... more

Positive: Professionalism, Quality, Responsiveness, Value

We had a great experience working with Steve to secure a purchase plus mortgage on a property we were taking over the lease on. It was a very complicated mortgage on a ve ... more

Incredible team! Very personable and excel in make the experience of investing enjoyable and easy. Meghan has great knowledge and has been lovely to work with. Would defi ... more

Good company and honestly the guy is very knowledgeable. thank you

Positive: Professionalism, Responsiveness, Value

stay away from this and save your time , and money

I will never deal with CIBC Wood Gundy ever again! I stopped getting statements so I called and after 3 more calls someone finally called me back. They informed me ( af ... more

The wait is always longer then the actual interaction with the one teller that works!

I find Justin at Wealth Management very knowledgeable and willing to help with financial issues.

I attended a class on Proper protection with Daniel and loved that it was complete information with the pros and cons of all options. Thank you!

Working with Devon Welch has been a great experience! He is friendly, accessible, patient and knowledgeable. He always makes time for my questions and gets my honest inpu ... more

Our family has been using Greg Steidls services for over 12 years. His professional approach to wealth management has been greatly appreciated by all of us, starting with ... more

Doug Lochheed was my dad's financial guy, and my dad was a tough customer. Doug has been looking after things for me for the last 10 years. I like him. He is quick, to th ... more

First off, disclaimer: Mick Kolteski is my brother and everything in this review I am trying to say is without bias in my opinion but will appear to be bias because mick ... more

Positive: Professionalism, Quality, Responsiveness

I have been a client since 2008, and am very happy with Union North. Recently, I was considering purchasing a home and Oriana was so helpful and supportive throughout the ... more

I honestly could not be more pleased with my advisor. I've been a client of Laurie Bonten for at least 15 years now and she is just spectacular. She and her team are ex ... more

A down to earth duo that just simply want to see you succeed financially. Josh and Richard take the time to educate you along the way to reaching your financial goals. I ... more

Positive: Professionalism, Quality, Responsiveness, Value

Excellent family culture and service for the people. They offer free education about the importance of life protection, and also how to people can save for their future.

Professional yet very personable. He is easy to approach, especially for someone like myself who may lack in a basic knowledge about investing and financial planning. Pet ... more

Positive: Professionalism, Quality, Responsiveness

The Tetrault Group are super friendly and professional. They get back you right away when you need them. Rob has a wealth of knowledge on many topics. This is a very ... more

Will be checking this location out soon to open an account...

Tom is a pleasure to work with. His team gives great advice and navigated the way with insurance and finance. I feel confident as I face my financial future and look fo ... more

As a newcomer to Canada I was Interested in some financial assistance and didn't know where to look. I found Ramon online and was initially hesitant with financial matter ... more

They did my taxes up good. Friendly and quick.

Excellent service! Jan and Nolibelle have been awesome at finding the best coverage for me. They've been very accommodating in all of our queries regarding our policy.

Met with Marc at Habourfront. My wife and I recently retired and were seeking portfolio advise to best meet our retirement goals. Marc prepared a suggested portfolio that ... more

Best WFG office in Winnipeg!

I was looking for a financial planner to help get my goals in line and set up a plan to organize my savings and retirement plan. Joe took me on as a new client in his a w ... more

Positive: Professionalism, Quality, Responsiveness, Value

Nice

The company offers various financial instruments that will cater to your needs. I have been working with a financial advisor from Boost Financial Inc. and she is wonderfu ... more

Was there to do work on a door. Looks nice, staff are friendly. If I used TD I might have been a customer.

Critical: Professionalism, Quality

Getting into debt is easy, getting out of it not much. I am early into this program, but, I must say everything was set up well. The people are very nice to work with. I ... more

I wanted to make a transfer from my US TFSA into my borderless account and I can not do it online anymore, don't know why? I called on Friday and was told that I had to ... more

Susan and Linda are fantastic! Very knowledgeable and easy to talk with. Explains our financials well and helped me transfer my US accounts up to Canada without any troub ... more