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Financial Advisors in Winnipeg, MB: 2026 rankings

89 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Winnipeg: Tetrault Wealth, RFA Score 80/100; 5.0★ from 243 Google reviews.

  2. 2

    Most-reviewed: North America Insurance Depot Ltd. - Yadwinder Singh Sandhu, 180 Google reviews at 5.0★, the most of 89 ranked after Tetrault Wealth; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

89 Winnipeg financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 5.0★ across 89 rated firms.

Top 10 financial advisors in Winnipeg at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Winnipeg at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tetrault Wealth805.0★ (243)Winnipeg—Top score
2North America Insurance Depot Ltd. - Yadwinder Singh Sandhu795.0★ (180)Winnipeg—Most reviews
3Trans Canada Wealth Management775.0★ (105)Winnipeg——
4Endeavour Wealth Management765.0★ (74)Winnipeg——
5Warkentin Group Private Wealth Management765.0★ (75)Winnipeg——
6Crescent Financial Group765.0★ (76)Winnipeg——
7Cascade Financial Group Inc765.0★ (70)Winnipeg——
8Pathway Wealth765.0★ (67)WinnipegEvenings—
9Andrey Belskiy, Maximum Financial Services Inc.754.9★ (71)WinnipegSat · Evenings—
10Trevor Doyle- CFP RHU CLU755.0★ (59)Winnipeg——

All 89 financial advisors in Winnipeg, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Winnipeg

    #1 Tetrault Wealth

    Based in Winnipeg

    80/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 243 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 243 Google reviews
    Hours
    Mon–Tue 8 AM–4 PM · Wed closed · Thu–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    201 Portage Ave E Suite 2500, Winnipeg, MB R3B 3K6
    View profile for Tetrault Wealth(204) 289-0201

  6. #6 Crescent Financial Group

    Based in Winnipeg

    76/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    501 St Mary's Rd, Winnipeg, MB R2M 3L2
    View profile for Crescent Financial Group(204) 477-6174

  8. #8 Pathway Wealth

    Based in Winnipeg

    76/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 12 AM–12 AM · Sat–Sun closed
    View profile for Pathway Wealth

  13. #13 Bromwich+Smith

    Based in Winnipeg

    74/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 50 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 50 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    330 St Mary Ave Suite 300, Winnipeg, MB R3C 3Z5
    View profile for Bromwich+Smith(855) 884-9243

  18. #18 New Outlook Wealth

    Based in Winnipeg

    73/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    1619 Pembina Hwy, Winnipeg, MB R3T 3Y6
    View profile for New Outlook Wealth(204) 306-4669

  19. #19 Yourstyle Financial

    Based in Winnipeg

    73/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2020 Portage Ave, Winnipeg, MB R3J 2B8
    View profile for Yourstyle Financial(204) 474-2929

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 89 ranked financial advisors here; the rest are on their profiles.

financial advisors in Winnipeg, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Boost Financial Inc.715.0★ (15)In Winnipeg
27Wisdom Connect715.0★ (15)In Winnipeg
28Canadian Islamic Wealth715.0★ (15)In Winnipeg
29Aegis Financial Group Inc.715.0★ (14)In Winnipeg
30World Financial Group714.5★ (19)In Winnipeg
31Horizon Growth Corp.715.0★ (12)In Winnipeg
32Sigurdson Financial Group Inc.714.7★ (15)In Winnipeg
33Prestige Private Wealth715.0★ (12)In Winnipeg
34Bye & Associates Inc714.9★ (13)In Winnipeg
35Douglas Financial Ltd.715.0★ (11)In Winnipeg
36SmartWealth Financial Incorporated715.0★ (11)In Winnipeg
37IG Private Wealth Management - Miln Group705.0★ (8)In Winnipeg
38Renn Financial Group Inc.705.0★ (8)In Winnipeg
39Evans Retirement Planning705.0★ (8)In Winnipeg
40BDO Canada LLP - Winnipeg703.9★ (20)In Winnipeg
41Prosper Wealth Ltd704.9★ (8)In Winnipeg
42Castle Investment Services - Prairie Region694.8★ (8)In Winnipeg
43Guru Financial Inc.695.0★ (7)In Winnipeg
44Assante Wealth Management695.0★ (7)In Winnipeg
45IG Wealth Management695.0★ (7)In Winnipeg
46Rockmoor Wealth Management695.0★ (7)In Winnipeg
47SOLE Financial Services Ltd694.5★ (8)In Winnipeg
48Harbourfront Wealth Management Inc.695.0★ (5)In Winnipeg
49Lawton Partners695.0★ (5)In Winnipeg
50Wellington-Altus Private Wealth695.0★ (5)In Winnipeg

Also serving Winnipeg

20 more financial advisors within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Winnipeg
BusinessGoogle ratingDistance
Alexander Spence - The Blando Group - ScotiaMcLeod - Scotia Wealth Management5.0★ (2)In Winnipeg
BMO Nesbitt Burns - Marc Filiba, Wealth Advisor3.0★ (2)In Winnipeg
BMO Private Wealth3.0★ (2)In Winnipeg
CIBC Mortgage Advisor: Sandra Clemente3.0★ (2)In Winnipeg
Doheny Securities Limited3.0★ (2)In Winnipeg
Douglas Kerr Wealth Management of RBC Dominion Securities Inc.5.0★ (2)In Winnipeg
Fathia Amin- Financial Advisor5.0★ (2)In Winnipeg
Four Points Financial Solutions / Manulife Wealth5.0★ (2)In Winnipeg
Holland Financial5.0★ (2)In Winnipeg
IG Wealth Management - MaryAnn Kokan-Nyhof, CLU CFP5.0★ (2)In Winnipeg
KAI Asset Management Inc.5.0★ (7)In Winnipeg
Lionridge Capital Management Inc5.0★ (2)In Winnipeg
Madison Financial Services Inc5.0★ (2)In Winnipeg
Manulife Securities3.0★ (2)In Winnipeg
National Financial5.0★ (2)In Winnipeg
Robert Blando – Blando & Ladyman Financial Group – Scotia Wealth Management5.0★ (2)In Winnipeg
Scotia Wealth Management - Winnipeg2.0★ (2)In Winnipeg
Second Half Solutions Ltd5.0★ (2)In Winnipeg
TD Bank Private Banking - Sarabjeet Brar3.0★ (2)In Winnipeg
TWCC2.5★ (2)In Winnipeg

How we ranked Winnipeg financial advisors

We scored 89 Winnipeg financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Winnipeg data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Winnipeg: frequently asked questions

Which financial advisor has the highest RFA Score in Winnipeg?

By RFA Score, the highest-ranked financial advisor in Winnipeg, MB is Tetrault Wealth with an RFA Score of 80/100. It has 5.0★ from 243 Google reviews. North America Insurance Depot Ltd. - Yadwinder Singh Sandhu (#2) and Trans Canada Wealth Management (#3) follow. We ranked 89 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Winnipeg?

RankedFinancialAdvisors ranks 89 financial advisors serving Winnipeg, MB. 50 of them are based in Winnipeg; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Winnipeg work on weekends?

12 of 89 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Andrey Belskiy, Maximum Financial Services Inc. (#9), World Financial Group - Daniel Fehr-Krahn (#11) and Bromwich+Smith (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Winnipeg financial advisors have?

The median Google rating among 89 rated financial advisors in Winnipeg is 5.0★, with a median of 10 reviews. Tetrault Wealth has the most, 243 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Winnipeg count in this ranking?

Yes, if they are within 40 km of the Winnipeg city centre, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Winnipeg ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial advisors in Winnipeg?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Winnipeg

  1. November 2026: RFA Scores recalculated for 89 financial advisors serving Winnipeg.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Winnipeg pages