4 Best Gold IRA Investment Companies Near Me in Winnipeg, MB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Evans Retirement Planning
NUMBER: +1 204-881-9781
SERVICES: Assessment Service, Cash Flow Management, Complex Financial Planning, Comprehensive Financial Planning, Comprehensive Retirement Plans, Estate Planning, Financial Advice, Insurance And Risk Management, Investment Advisor, Investment Planning, Pension Plan, Retirement Advice, Retirement Analysis, Retirement Planning, Retirement Tax Planning
OFFICE HOURS
| Mon | 12:00 PM – 7:00 PM | |
|---|---|---|
| Tue | 12:00 PM – 7:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Having been disappointed and distrusting of financial planners in the past we decided to go with a fee for service decumulation expert. We are so pleased we made the decision and definitely feel we made the right choice with Jason. Retirement felt like walking through a minefield but with Jason we feel so much more confident and can actually enjoy spending versus fearing if we have enough. He is professional, diligent and responds to all questions in a timely manner. My wife and I are very happy and reassured. – Nigel Prosser
REVIEW #2 – I hired Jason for a one hour Retirement Clarification session. I was looking for recommendations regarding an RRSP meltdown strategy and how it might impact income tax and OAS clawback. I came away with actionable steps, based on my specific financial numbers. Jason also helped me take a wider view of decisions I make now, ensuring they are meaningful and impactful for myself and my family. I am very comfortable recommending Jason for retirement planning/clarification. – eileen begg
REVIEW #3 – Jason is very thoughtful and thorough in his approach to retirement planning. Oddly enough, it is relatively easy to save for retirement, but planning the spending side of the equation is not as straightforward. The whole planning process gives you peace of mind that you have done things right and can now get on with enjoying life. Thanks Jason! – Mike Boot
REVIEW #4 – Jason did a great job working with my mom to help map out her retirement income. He was very patient and thorough in explaining financial concepts that may not have been obvious. The plans he put together were well laid out and matched my mom’s specific needs. The cost was much lower than what typical mutual fund managers charge (through high MER funds), and gave my mom the tools to manage her finances in a much more financially favourable way, not to mention her financial literacy skyrocketed as a result of Jason’s time and recommended readings. I’d recommend anyone consider Jadon as a fee only financial advisor. – Matthew Lynch
REVIEW #5 – As I was considering retirement, friends recommended that I consult with a fee-for-service certified financial planner. I selected Evans Retirement Planning as Jason specializes in working with people who are looking at retirement, but who may also have many questions about whether their specific financial circumstances will accommodate the desire to leave the workforce. Working with Jason has been crucial in helping me make this very complex decision. He has modelled a variety of scenarios in which it is possible for me to thrive in the life I foresee once I leave my career of 30 years. I have found his fees to be reasonable, and his insights very valuable. I particularly appreciate the fact that Jason is very calm and patient, and highly methodical about using data to inform what can be an emotionally-charged change in one’s life. I would not have made the decision to retire without Jason’s factual analysis of my financial affairs. – Simon Thompson
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Tetrault Wealth
ADDRESS: 201 Portage Ave #1010, Winnipeg, MB R3B 3K6, Canada
NUMBER: +1 204-259-2859
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Individual Pension Plan, Investment Advisors, Investment Solutions, Life Insurance, Long Term Care Insurance, Personalized Strategies, Retirement Consultant, Retirement Planners
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have dealt with Tetrault Wealth Management for a while now. They have an incredible team and are extremely well oiled machine. Everyone at that office is real and genuine. The motivation and dedication to their clients is a step above. Keep on doing great work! – Josette Roch
REVIEW #2 – From the onset this team took the time to truly understand our financial goals and offered personalized strategies tailored to our needs. They are extremely knowledgeable, responsive, and proactive in helping us navigate the sale of my practice and the associated complex financial decisions. – Rosanna Sternat
REVIEW #3 – Everyone on the team has been amazing. My only regret is not approaching them earlier to build my profile. Thank you for always being available to answer our many questions and having the patience when we need clarification! – Sylvia Labelle
REVIEW #4 – We were looking for a team to help us grow our limited portfolio. Somewhere that would take the time to listen to our plans. I must say that we love our experience so far with the entire Tetrault team, especially Tania. From the first discussion to regular check in’s we felt like a valued client and not a number. They took the time to get to know us and our goals and provided excellent and reasonable advice. I’m extremely happy with the progress our portfolio and overall plan has developed in a few short months and looking forward to more! Thank you Tania! – Garth McCurdy
REVIEW #5 – Robert Tetrault and his team at Tetrault Wealth Advisory Group – Canaccord Genuity Wealth Management are very personable and approachable. Rob is very involved in ensuring that your needs are addressed and questions are answered. He and his team are very accessible and have a great customer service approach. It is truly a pleasure to be able to speak with someone when you call. We are always left feeling that we have been heard and any requests we may have will be taken care of.
The team is very knowledgeable and provide excellent financial advise. They have a program in place to assist in developing strong plans for retirement, prepared specifically for you by incorporating your individual wants and needs into the plan.
It is very apparent that Rob has a kind heart and truly cares about giving back to his community. This is reflected through in the work he does for numerous charities and his demeanor.
We are happy with our choice to move over to Rob’s team and would absolutely recommend! – Mary Loepp
Warkentin Group Private Wealth Management
ADDRESS: 363 Broadway #906, Winnipeg, MB R3C 3N9, Canada
NUMBER: +1 204-414-2479
SERVICES: Financial Investment, Financial Management, Financial Wealth Plan, Group Benefit Plans, Insurance Strategies, Integrated Financial Plans, Integrated Wealth Plans, Investment Advice, Investment Opportunities, Investment Strategies, Life Insurance Planning, Planning Reviews, Private Wealth Management, Retirement And Estate Planning, Retirement Income Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Doug has been an adviser for members of our family since he was in his early 20s. We have put our trust in him and he has helped us to live very comfortably (retired now). His knowledge in the world of investing is superior and his focus in our best interests has been shown to us throughout the years. Not just an investor, a true friend. – Gerald Rhynold
REVIEW #2 – My wife Janine and I have been clients of Doug’s since 2002. Doug always provides us with sound financial advice and makes sure we fully understand our options before making changes in our portfolio. We are more than pleased with the growth we have seen in our investments over the last two decades. Doug has been around for the birth of all 3 of our children, and we classify him as a close family friend. We know Doug works hard to ensure we meet our financial goals and is setting us up for a successful retirement. We have referred him to many of our friends. – Chris LaForte
REVIEW #3 – Doug has been an excellent investment advisor and wealth manager to me. It’s clear that he spends the time and effort to be very knowledgeable and astute with respect to the economic markets, industry sectors and political factors that comprise the full landscape of this practice. Doug also spends the time and effort in his personal approach to me and what is best for my future and goals – treating these matters with the same importance to him as they are to me. Not to mention, the results are definitely speaking for themselves. Thank you, Doug. Greatly appreciate all the help! – James Jaworsky
REVIEW #4 – Doug has been my friend and financial adviser for more than 25 years. During this time Doug has always just been a phone call away when I had any concerns of what is going on in the markets. Doug would take the time to explain everything so i could understand. I have put my faith and trust in Doug managing my portfolio which has allowed me to retire early so now I have more time to enjoy my life with no financial worries. Doug and his team Isabella, Sandy and Alex truly care about their clients and have always been professional, knowledgeable, personable and so helpful with anything i have needed over the years. It is a pleasure to go into the office for meetings. Doug is not only a fantastic financial adviser, he is a true humanitarian always giving back. Thank you Doug and the Warkentin Group for the amazing service you have given me. – Roberta Reykdal
REVIEW #5 – My wife and I have been working with Doug for over 20 years, and the experience has been outstanding. We meet several times a year to review our financial plan, and he always ensures we stay on track with our goals. Doug is extremely knowledgeable, reliable, and proactive in his approach. He consistently returns calls, emails, and texts promptly, and is always available to answer questions or provide guidance.
Thanks to his expertise and commitment, we have done very well under his guidance. I highly recommend Doug to anyone looking for a trustworthy and professional financial advisor. – Joe Albo (Joe16)
Trans Canada Wealth Management
ADDRESS: 900 Harrow St E, Winnipeg, MB R3M 3Y7, Canada
NUMBER: +1 204-256-5555
SERVICES: Financial planning, Investment advising, Tax planning, Wealth management, Estate Planning, Financial Consultant, Financial Planning, Financial Strategies, Investment Advisor, Investment Management, Investment Plan, Personalized Investment Strategies, Portfolio Management, Tax Savings Strategies, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We highly recommend TransCanada Wealth Management. Colin and Justin of Harbourfront Wealth Management are personable and easy to work with. Communication is one of their strong points. They have high standards within their organization; and have accomodated us in a timely and conscientious manner every time we have corresponded with them. Best part, they speak in layman’s terms! Thank you Colin and Justin, we feel very confident in our retirement. Now to enjoy! – Doug & Jeanette Kerr
REVIEW #2 – Meeting was very in depth with all details explained in easily understandable terms for both of us. Time was not an issue, our understanding of where are finances are, past, present, and future was the most important feature of the meeting. Meeting was casual and fun in nature. Highly recommend Trans Canada Wealth Management to look after anyone’s portfolio. – E Shyka
REVIEW #3 – Justin was great to work with. He took the time to get to know my situation, clearly explained the life insurance process, and answered all of my questions without ever making me feel rushed or pressured. He was professional, sympathetic, and easy to talk to, which made the whole experience smooth and comfortable. I’m looking forward to working with him to find a plan that’s the right fit for me. Highly recommend! – Simon Langelier
REVIEW #4 – I feel blessed to have a solid financial team in Trans Canada Wealth Management. They take great care not only of my investments, but me as a person. Lots has changed for me in the last couple of years as a new retiree, so now more than ever I rely on my advisor, Matt, to navigate the financial waters of my life. He does this skillfully & flawlessly, answering my “what if” questions by adjusting financial/ life variables on a computer program, which come to life on the screen in his office so that I can see my financial future with my own eyes. I always leave the office feeling reassured, confident, and more knowledgeable than when I came in. Aside from in-person meetings, my advisor is just a phone call or email away anytime, and he’s always reachable & prompt in responding. I feel that Matt & Marc have my back at all times and I can trust them fully. That’s… priceless. – Rhonda Roman
REVIEW #5 – We feel very fortunate to have Kevin Anseeuw at Harbourfront Wealth Management looking after our investments. He is knowledgeable, trustworthy, professional, and always takes the time to answer our questions and make sure we understand our options. We have complete confidence in his advice and truly appreciate how much he cares about his clients. The staff is also extremely knowledgeable and helpful which we appreciate.
What makes our experience even more special is that our professional relationship has also grown into a wonderful friendship. We are very grateful for both the exceptional service and the friendship, and we would highly recommend Harbourfront Wealth Management to anyone looking for trusted, personalized investment advice. – Pam Danylchuk
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in Canada
