Best Financial Planners in Winnipeg

Are you looking for a financial planner in Winnipeg Manitoba? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the Winnipeg area.

Winnipeg is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.

If you have comments or would like to suggests edits to this list, feel free to contact us here.

Dan Nord

  • Dan grew up in St.Vital – with parents Pat & Dennis and two older sisters Christie & Lana.
  • Avid participation in sports such as Volleyball, Hockey, Badminton, Baseball, Lacrosse, Soccer and Golf.
  • Received the Robert McDonald Annual Scholarship for the student who best combines Athletics & Academics at Dakota Collegiate in senior year.
  • Received entrance scholarship to the University of Winnipeg for having an academic average of 95% in senior year at Dakota Collegiate.
  • Graduated from the Asper School of Business in 2003 (Honours) with a Business degree in Actuarial Mathematics.
  • In 2001 the Commerce Student Association asked Dan to conduct exam seminars to help students pass their finance courses and attain their degree.
  • Dan has taught over 100 finance seminars and 5000 students and continues to maintain his relationship with the Commerce Students Association and the Asper School of Business.
  • In 2016 Dan took the next step in his love for teaching by accepting a role as a sessional instructor at the University of Manitoba’s renowned Asper School of Business. Dan taught a third year Finance course – FIN3370 – Personal Financial Planning, and expects to continue to teach the course every fall.
  • In 2017 Dan received special recognition from the Dean of Asper School of Business for his outstanding student evaluations.
  • Dan worked at Great West life in from 2003-2007 in Asset Liability Management.
  • In 2007 Dan became a financial adviser with Pat Nord, creating Madison Financial Services Inc.
  • In 2015, obtained his CERTIFIED FINANCIAL PLANNER® designation.
  • This CFP designation provides assurance to Dan’s clients that the design of their financial future rests with an appropriately qualified professional. Dan has achieved and maintains internationally recognized standards of knowledge, skills, ability, and ethics.

Darren Bye

Darren Bye has been in the Financial Services Industry for over 40 years where he founded Bye Insurance Agency Inc. which provides life, disability and critical illness solutions. Darren joined Manulife Securities Investment Services Inc. in 1990 where he helps clients achieve their financial planning goals through wealth management products such as mutual funds and segregated funds.

He is a member of Advocis and has his CFP (Certified Financial Planner) designation. He specializes in helping families prepare for the unexpected to provide stability and security in challenging times. He is happily married for over 35 years and has 3 wonderful children.

On his off time he enjoys playing Golf & relaxing at the family cottage.

Doug Buss

We all have goals, whether financial, educational, spiritual or physical. A balance between these goals is what is important – to you, and to me! My purpose is to develop a Personalized Financial Action Plan that lays out your personal objectives so that you can achieve your goals and ultimately, your dreams.

Celebrating 30+ years in the financial services industry as a financial planner in Winnipeg, I focus on the complete financial picture, not just investments. I have encountered many different client situations, both business and personal, where I have called upon my knowledge and experience to provide unique solutions.

My greatest joy is the satisfaction of sharing my expertise with clients in implementing strategies to help them achieve their goals.

Providing services to more than 800 families across Western Canada. Registered and licensed from British Columbia to Ontario.

Jeremy Warnick

Jeremy Warnick is a Financial Security Advisor with McArthur Financial Services and owner of Warnick Wealth Management Corp., operating as Warnick Wealth Management. Jeremy has been with McArthur Financial since 1999 and has experience in financial planning including wealth management, insurance & estate planning and risk management. His diverse group of clients include retirees, corporations and entrepreneurs.

Jeremy obtained a Bachelor of Arts from the University of Manitoba in 1999 and became a Certified Financial Planner (CFP) in 2003. Through the Insurance Council of Manitoba, Jeremy holds licenses for both life insurance agent & accident and sickness agent since 1999. He has been a member of Advocis since 2008.

Jeremy completed the Investment Funds Institute of Canada’s Canadian Investment Funds Course in 2000 and is an investment representative with Quadrus Investment Services Ltd. holding licenses in Manitoba, Alberta, Ontario and Quebec.

Kelly Eldridge

Kelly Eldridge became a Financial Planner in 1993 and a Certified Financial Planner (CFP®) in 1998. He has developed a true passion for helping families customize their financial plan, to make it efficient for every goal.

Kelly works with each client to develop a cash flow management system tailored to their needs. He helps pensioned employees make the most of their pension dollars. Over the years he has developed an extensive knowledge of the financial planning issues facing entrepreneurs, civil servants, police officers, fire fighters, and nurses, among others.

Kelly specializes in retirement income planning, life insurance and multigenerational wealth transfers for families and businesses. He spends time with clients and helps demystify the complexities surrounding their finances and achieving their goals and dreams. Kelly is not afraid to ask tough questions that ultimately lay the groundwork for an effective financial plan. None of this is possible without follow-through and ongoing service.

But it’s not enough to preach good finances. Kelly is already training his children, Norah and Hartley, to be financially savvy and plan for the future. Ask him about his “Charity, Retirement, Now and Later” jar system!

In his spare time, Kelly is a Freemason and Chairman of Donor Relations for Khartum Shriners, where he gained additional experience with estate planning. He plays the bagpipes in the Khartum Pipes and Drums and the Winnipeg Police Pipe Band. He enjoys coaching hockey and soccer, likes to cook…and eat!

Kelly holds a BA in Economics. He is able to provide investment funds in BC, AB, SK, MB, ON and NS. He is licensed for life, disability, critical illness and group insurance in MB and ON through Eldridge Financial Inc.

Kerry Knudsen

Helping clients achieve peace of mind through sound financial planning since 1982, Kerry is a Certified Financial Planner and advisor who specializes in bringing simplicity to a complicated financial world.

Whether it’s Corporate or individual investment or insurance planning, receiving independent, unbiased advice is vital to achieving your goals.

Patrick McArthur

Patrick McArthur CFP, RHU B. Comm. (hons) – Patrick (the son of Brian) has worked hard since joining the industry in 2007 to achieve a CFP as well as an RHU.

In 2017, Patrick took over as the principal of McArthur Financial services. He manages a growing number of growing small business clients as well as many families. The group and pension side of the business makes up a big portion of the business. Patrick often works with Brian to service and maintain soon to be retirees and retirees, responding to each individuals situation differently.

Patrick is an avid recreational hockey player and has been known to swing golf clubs as well.

Phil Herner

Phil’s emphasis is Retirement Strategies, Investment Management, and Estate strategies.

His goals are to assist Manitoba professionals and families in achieving financial independance. Using a defined process Phil simplifies the decision making process for clients.

Phil’s Affiliations & Expertise

  • IFSE Institute graduate – Canadian Investment Funds Course
  • LLQP
  • University of Manitoba graduate – B.Sc.
  • Canadian Securities Course
  • Wealth Management Essentials Course

Phil’s financial advisory practice prides itself on honesty, integrity, and transparency. His success is defined by the success of his clients. Phil relishes moving clients towards their goals.

Born and raised in Winnipeg, MB. Phil graduated from Silver Heights Collegiate, as well as, the University of Manitoba. Phil and his wife are the proud parents of two girls.

Outside of the office Phil enjoys family time, golf, hockey, and traveling.

Robert Arndt

My goal is to advise you about every aspect of your financial wealth and offer well-researched information, education and personalized counsel to help you make the right decisions. As a Certified Financial Planner (CFP) with over eighteen years experience providing financial guidance to individuals and families, I leverage the financial strength and resources of Manulife Securities to provide investment and wealth management advice suited to your needs.

In times where news about economies and markets are complex, I help my clients keep focused on what matters to them – their families, businesses or causes they care about. Maintaining balance in your life is critical to your health and relationships. By building a long term trusting partnership with you, I make sure you keep what is important in sight.

I invite you to contact me directly for a personal consultation. Once familiar with your financial situation, I will work with you to develop the personalized strategy and help you make your next steps with confidence and clarity.

Robert Tetrault

Rob Tetrault is an award-winning Portfolio Manager and has been ranked in Wealth Professional’s Top 10 Wealth Advisors in Canada 3 times in the last 4 years.

Rob was previously a successful lawyer at MLT Aikins and is currently an esteemed board member in the Winnipeg community.

He is a dedicated husband and father who co-founded the Canadian CMV Foundation, a charity on a mission to eradicate congenital CMV, the #1 cause of infant disability.