Harmony Financial Solutions Inc. 1335 Portage Ave, Winnipeg, MB R3G 0V7

Harmony Financial Solutions Inc.





35 Reviews
  • Thursday7:30 AM–4:30 PM
  • Friday7:30 AM–4:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday7:30 AM–4:30 PM
  • Tuesday7:30 AM–4:30 PM
  • Wednesday7:30 AM–4:30 PM




Harmony Financial Solutions Inc. 1335 Portage Ave, Winnipeg, MB R3G 0V7




About the Business

Wealth Planning Services | Manitoba | Harmony Financial Solutions | We provide wealth management, financial advisory services to help individuals and business owners reach their financial goals, located near you in Manitoba.

Contacts

Call Us
+12048088096
1335 Portage Ave, Winnipeg, MB R3G 0V7

Hours

  • Thursday7:30 AM–4:30 PM
  • Friday7:30 AM–4:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday7:30 AM–4:30 PM
  • Tuesday7:30 AM–4:30 PM
  • Wednesday7:30 AM–4:30 PM

Features

  • Wheelchair-accessible parking lot
  • Onsite services
  • Online appointments
  • Appointment required
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

Gavin Reid
28.09.2023
Harmony Financial Solutions Inc.
I've worked with Devon Welch for just over six years now and he has been nothing short of fantastic. I've always felt in good hands. He takes the time to explain things and I never feel rushed or pressured to make any decisions. Devon is a wealth of knowledge and has an abundance of resources at his disposal. He's always easy to get ahold of and responds in a timely manner. 10/10.
Tim Pochuk
17.09.2023
Harmony Financial Solutions Inc.
I have known Lei since the day he started in the Financial Services Business I can confidently recommend him and his staff to any one who wants an honest opinion and a plan that is tailored to their needs He does not just plug numbers into a program he actually understands that every one has different needs and goals and designs the plan accordingly. The commitment that his staff and himself have shown to continuing education is also very reassuring so that you know you are getting advice through knowledge and experience and not the latest trend or product that someone is pushing. Lastly about the experience of visiting his office is what one would expect, professional and comfortable from the minute you walk through the door. The office manager Marg is just the best and really gets things done.
dave peters
10.09.2023
Harmony Financial Solutions Inc.
Ive trusted Lei to advise me with my personal investing decisions now for going on 7 years. During this time he has helped me to navigate a few bumps in the market. He gives pragmatic advice and fully explains his reasoning. Ive always felt Lei takes interest in me as a person as he’ll check in periodically to see how things are going. Im quite happy with Lei’s services and have referred him to friends of mine.
Kurt Schulz
25.08.2023
Harmony Financial Solutions Inc.
Harmony Financial is great! They take the time to really get to know your needs inside and out to provide the best solutions that fit your budget. Lei Ren has taken care of me for years with excellent returns and even better client care. I definitely feel reassured and protected which helps me live a better life!Well done Harmony Financial!!
Corrine and Craig Park
17.08.2023
Harmony Financial Solutions Inc.
Working with Lei Ren has been a great experience! He is friendly, accessible, patient and knowledgeable. He always makes time for our questions. We have met with him using Google Meet and in person at his work and our home. He has reached out to us when world events have occurred and shares how this may affect our investments. We appreciate his care! We have referred him to our friends and family!
Lin Yan
29.07.2023
Harmony Financial Solutions Inc.
I've been working with Lei Ren at Harmony Financial Solutions for ten years now, and I have to say, I'm impressed.I initially came to them because I wanted to make sure my personal insurance was set up correctly so that if something happened to my family or me, we would be protected. It was important that the coverage was right for us—and they took the time to ensure it was. They also helped me with my RRSP, which has been great.The communication with Lei and his team is always clear and easy—they're always willing to help me understand things like how my investments are doing or what other options might be available for me down the road. It's such a relief knowing that I can call them when I need help—and not only get answers but have someone who will take time out of their day just because they care about me and want me to be happy with what we're doing together!I'd recommend them in a heartbeat!
Kevin Forhan
24.07.2023
Harmony Financial Solutions Inc.
Working with Devon Welch has been a great experience! He is friendly, accessible, patient and knowledgeable. He always makes time for my questions and gets my honest input into my financial goals and looks at all aspects of my finances to suggest beneficial plans for my retirement. I strongly recommend.
Gerald Sperl
23.07.2023
Harmony Financial Solutions Inc.
One of the biggest gifts in our lives was finding our financial advisor Lei/Harmony Financial Solutions. The peace of mind knowing & trusting our extremely qualified & confident advisor has been amazing. I would strongly recommend this team to accomplish making your future dreams come true.
Team Summers
18.07.2023
Harmony Financial Solutions Inc.
Our family has received excellent service from Harmony Financial for over 10 years. Lei Ren has provided sound financial and life planning advice. Lei takes the time to explain current market conditions, answer any questions we may have, and helps maximize our investments according to our saving goals. Lei has taken time to get to know our family and we look forward to a long term work relationship. Thank you to Lei and his team!
Jonathan Wu
09.07.2023
Harmony Financial Solutions Inc.
Highly recommended. We have been working with Lei at Harmony Financial Solutions for quite a few years now and have nothing but great things to say. The personal connection and true compassion that is shown for our unique case has shown why Harmony Financial Solutions is a notch above others. With their creativity, above and beyond service, they were able to create a strategic plan for us. Furthermore, whenever questions or concerns arise, contacting Lei was easy and a meaningful answer was provided swiftly. We look forward to many more years with Harmony Financial Solutions.

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1335 Portage Ave, Winnipeg, MB R3G 0V7
Harmony Financial Solutions Inc.