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.
Our office is physically located in Winnipeg, Manitoba but we are licensed to serve clients in the province of Ontario as well.
Most insurance and investment applications can now be done online through major insurance carriers so we do a lot of remote meetings through Zoom Meetings and Google Meet.
If your interested to have us help you find the best financial solutions that suit your needs, please click here to learn more about how we work with clients and to book an initial consultation.
Our team is composed of independent financial advisors from diverse professional backgrounds. From accounting and finance, engineering, computer science, and information technology.
All our affiliated advisors have taken and passed the LLQP (Life License Qualification Program) in their respective province of practice and are licensed as life and accident and sickness insurance agents, therefore authorized to advise and assist clients in the implementation of individual/group insurance solutions (life, critical illness, disability, health, and travel) as well as registered (RESP, TFSA, and RRSPS), and non-registered segregated funds investments.
SmartWealth Financial Incorporated and/or Ramon Desiderio is currently licensed as a life and accident and sickness insurance agent in the provinces of Manitoba and Ontario. If you live outside these jurisdictions, we do not solicit your business as we are not licensed to practice in your area. Read our practice disclaimer, here.
Contact us here and see how our financial advisory services can help you implement tailor-fit risk management and wealth accumulation solutions that match your needs.