SMARTWEALTH FINANCIAL INCORPORATED
15 Reviews
- Wednesday10 am–6 pm
- Thursday10 am–6 pm
- Friday10 am–6 pm
- Saturday1–6 pm
- SundayClosed
- Monday10 am–6 pm
- Tuesday10 am–6 pm
About the Business
Independent Financial Advisor In Winnipeg, Manitoba » SmartWealth Financial Incorporated | Honest, and transparent financial advisory services in Winnipeg and other parts of Manitoba to help you build wealth and manage risks - Winnipeg Financial Advisors
Contacts
Call Us
+12048182380
888 Sargent Ave, Winnipeg, MB R3E 0C7
Hours
- Wednesday10 am–6 pm
- Thursday10 am–6 pm
- Friday10 am–6 pm
- Saturday1–6 pm
- SundayClosed
- Monday10 am–6 pm
- Tuesday10 am–6 pm
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Identifies as women-owned
- LGBTQ+ friendly
- Transgender safe space
- Onsite services
- Online appointments
- Appointment required
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Vann Bryann Manzano
06.10.2023
SMARTWEALTH FINANCIAL INCORPORATED
They are knowledgeable, true and honest to their advises! Will surely recommend to my family and friends!
Burugudunstun Stugudunstunstuy
01.10.2023
SMARTWEALTH FINANCIAL INCORPORATED
Honest and Trustworthy People. A lot of helpful advisors. This is where I go for financial advice, and insurance needs. They will try their best to find an insurance plan based on what you and you family needs and based on what you are earning, not base on what he will get from you. They don't force you to sign up on anything, it's still up to you if you want to avail of the plan that they are offering. Overall I am satisfied with their service, just give them a call to set up an appointment, it's free!
Jimi Knowles
06.08.2023
SMARTWEALTH FINANCIAL INCORPORATED
I came across with Smartwealth Financial because I was trying to research about IRP. I booked a free consultation and after talking to Ramon, I understood how much I need to invest/save and learned different ways to invest to retire comfortably. I'm so thankful that he patiently answered all my questions. It's very rare nowadays to find financial advisors with honest intentions. I would definitely recommend this company to assist you in your financial planning!
Angelette Maramag
31.07.2023
SMARTWEALTH FINANCIAL INCORPORATED
Ramon is very helpful and knowledgeable. He explains everything in detail. He does not rush you to make a decision. He'll provide you with illustrations that are realistic and applicable to my financial status.
L. Straker
23.07.2023
SMARTWEALTH FINANCIAL INCORPORATED
As a newcomer to Canada I was Interested in some financial assistance and didn't know where to look. I found Ramon online and was initially hesitant with financial matters from online sources; nevertheless, I followed through and found Ramon to be trustworthy and very helpful. He explained everything carefully and ensured I understood what was available to me and how to go about successfully accessing it. He worked with what I wanted and was very patient and professional.