Canada
Fee-only advisors in Manitoba
Fee-only advisors in Winnipeg and Ile-des-chenes.
By the numbers
The Wellspent public graph lists 11 fee-only financial advisors serving Manitoba at 4 firms. 18% hold the CFP certification. Of the 9 with fees on file, 100% charge percentage of assets.
- Advisors listed
- 11
- Firms
- 4
- Cities
- 2
- Hold the CFP
- 18%
- Other credentials: CFA 27% · CPA 9%
- How they charge (of 9 with fees on file): percentage of assets 100% · one-time planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving Manitoba (11)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chad Wiebe | Pathway Wealth Inc. | Winnipeg | CFP | Percentage of assets, One-time planning fee |
| Aaron Menon | Howe Harrell & Associates | Winnipeg | CFP | Not listed |
| Emily Burt | Cardinal Capital Management | Winnipeg | CFA | Percentage of assets |
| Evan Mancer | Cardinal Capital Management | Winnipeg | CFA | Percentage of assets |
| Taryn Liebrecht | Cardinal Capital Management | Winnipeg | CFA | Percentage of assets |
| Austin Coughlin | Cardinal Capital Management | Winnipeg | Not listed | Percentage of assets |
| Brian Coughlin | Cardinal Capital Management | Winnipeg | Not listed | Percentage of assets |
| Gregory Phillips | Cardinal Capital Management | Winnipeg | Not listed | Percentage of assets |
| Ian Wood | Cardinal Capital Management | Winnipeg | Not listed | Percentage of assets |
| Josee Bremault Robert | Oneiric Financial Inc. | Ile-des-chenes | CPA, CGA, QAFP | Not listed |
| Ronald Malech | Cardinal Capital Management | Winnipeg | Not listed | Percentage of assets |