SmartWealth Financial Incorporated is a financial services agency focused on helping Canadians safeguard their financial security, lifestyle and future through practical risk management and wealth accumulation strategies.
We believe that one-sized, fits-all financial solutions don’t exist and that as a Canadian financial consumer, your financial services needs are as unique as you are, that’s why we strive hard to provide each of our individual clients with financial solutions that best suit their needs, situation, and financial goals.
As financial security advisors, we provide our clients with fair, transparent and value-based services that’s beneficial to them and their loved ones.
Our role is to guide you in finding the best solutions that suit your needs and comfort-ability; providing you with the necessary information to help you make well-informed financial decisions when it comes to putting in place the necessary risk management measures against life events that are beyond our control and in accumulating wealth over time.
We are physically located in Winnipeg, Manitoba but we are also licensed to serve clients in the province of Ontario.
With the advent of video conferencing software, the technological advancements of the internet, and the social impact of the pandemic, we have adapted to a virtual practice, mostly meeting clients through video conferencing tools like Zoom and Google Meet.
And since most insurance and investment applications offered by major product providers can now be done online, we can virtually meet with you at the comforts of your home (and ours).
Our Founding Associates
Our mission is to help Canadians better understand the financial services industry and its vital role in protecting their financial security and building their future.
If you’re interested in working with us as a client, have questions, or want to join our team as an advisor, please reach out to us by filling out the Callback form below.