Reviews of Winnipeg Financial Planning - Top Wealth Management Firm (Financial Consultant)

Matt Younger

Colin and Marc are skilled financial professionals who understand the unique financial planning needs of both professionals and entrepreneurs alike. Their advice is practical, actionable and grounded in sound logic. They care about their clients and are flexible in providing their services in a manner that suits the specific preferences or level of financial literacy of each client.

Jaq

Marc was very prompt in replying to my inquiry and very knowledgeable. His explanations were clear and easy to understand. There was no sales pressure, which was refreshing. I’ll be in touch with them again as my financial needs evolve. ????????

Aaron DeGroot

I have worked with the good folks at Harbourfront since they opened their Winnipeg office. More specifically, I've had the pleasure of working with Kevin and Colin. They are true professionals who care immensely about their clients. We would spend a good portion of our meetings talking about life in general before moving on to discuss finances. Their approach considers all aspects of life, and it is evident that their goal is to provide an all encompassing life enrichment solution and service to each client. It's not just about "RRSP's" or "life Insurance" products, it's about building a sustainable life plan so that you can be confident that you are setting yourself and your family up for a prosperous future. Thank-you for everything, guys! - Aaron DeGroot

Brendan Heppner

Colin was very professional and easy going. He helped me set financial goals I can reach and is always available if I have a question.

pierre leclaire

This group is not only very good at what they do, they care about you and your money. They are also very easy to talk to and explain things so it’s easy to understand. Highly recommended!

Scarlett Williamson

I choose this firm to handle my large retirement payout. It was a great decision. They have made good investments on my behalf and my financial investor Colin, has proved himself to be completely trustworthy and absolutely available whenever I’ve had a concern or question. He has personally been involved with my accountant on my behalf so that I haven’t had to worry about a thing! My investments have been solid during this pandemic. I have complete faith moving forward with this team

Shawn Graydon

Always feel that my best interests are top of mind. Enjoy being held accountable for my long term goals and always provided options on how to maximize the process.

Nettie Lambert

Marc was incredible to deal with he went above and beyond what we expected to answer all our questions and to give us guidance. We totally recommend Marc!