Fairness for Clients. Fairness for Advisors. The future is here, NOW.
Winnipeg, Manitoba
Our vision is to elevate Canadian's wealth management experience with a financial advisory model that provides robust, customized financial planning paired with top-tier investment counsel. We aim to protect Canadians by reducing conflicts of interest between them and their financial advisors. We aim to strengthen their understanding with greater financial literacy. And we hope to expand their horizons, with unrestricted access to products and services to meet their financial needs.
Hybrid · Winnipeg
Assess clients’ financial goals and current positions, then develop and maintain personalized retirement, investment, tax, and estate plans. Provide ongoing advice and review meetings, monitor portfolios, explain recommendations and risks, maintain compliant documentation, and collaborate with internal partners.