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Winnipeg, Canada
Category:
Financial advisor
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Address details
461 Sterling Lyon Pkwy Unit 2, Winnipeg, MB R3P 2S8, Canada
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Business hours
Monday - Friday; 8:30 AM - 4:00 PM
Info
Tobac Group Private Wealth Management is a Winnipeg-based wealth management practice focused on helping financially successful individuals, families, business owners and executives bring greater clarity to complex financial decisions. Since 1999, the team has provided personalized wealth management and financial planning designed around each client’s goals, priorities and changing circumstances. Rather than looking at investments in isolation, Tobac Group takes a holistic approach that connects the different areas of a client’s financial life into one coordinated plan. The planning process begins with understanding what matters most to each client. That can include preparing for retirement, protecting a family’s lifestyle, managing a growing investment portfolio, reducing unnecessary tax exposure, transferring wealth to the next generation, funding education or planning around a privately owned business.
(204) 928-7565
