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Financial advisors in Winkler

2 advisory teams and firms in Winkler, Manitoba.

Jeffrey KlassenWinkler
Team at IG Wealth Management
- Portfolio management and investment advice
3 advisors
See profile →
Wil MontgomeryWinkler
Team at IG Wealth Management
- Portfolio management and investment advice
See profile →

Winkler in figures

13,745residents in 2021 (+8.6% since 2016)

$70,500median total household income, 2020

67.9%of households own their home

$310,000median dwelling value

15.7%aged 65 and over

16.5%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Winkler

Farmer in Winkler: how to pass on the farm?

6.1% of jobs in Winkler are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.

RRSP or TFSA: which to choose in Winkler?

The right choice depends on your tax rate today and in retirement; in Winkler, the median household income was $70,500 (census).

RRSP or TFSA? →

How much to save for retirement in Winkler?

CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.

Calculate your savings goal →

Savings and high incomes in the Winkler area

15.3%of tax filers contributed to an RRSP

$2,400median RRSP contribution

Among people with income in the Winkler area, in 2023:

36.1%report dividend or interest income (median $530)

5.7%report capital gains (median $3,660)

12.8%receive a private pension (employer plan, RRIF, annuity)

7%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Winkler?

Advisor Index lists 2 advisory teams and firms in Winkler, Manitoba: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Winkler?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in Manitoba

Winnipeg · 170
Brandon · 18
Flin Flon · 3
Dauphin · 2
Roblin · 2
St. Brandon · 2
Swan River · 2

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.