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What we do

"Create Smart Money!"

Smart Money means your financial plans help you accomplish the things that are important to you. When we create Smart Money, we bring together a highly-qualified team who collaborate to provide a financial plan catered to you and your family’s needs. We do this by creating a long-term partnership that helps you preserve and grow your wealth through simple, smart and rational decisions. You receive professional and custom guidance based on what matters to you.

Our clients trust our advice because we make our recommendations based on what will work best for them and their family. We’re not tied to particular product lines. We’re tied to you and your goals, customizing our advice and solutions to you.

Our Team

Advisors

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Grant White

Portfolio Manager & Investment Advisor, iA Private Wealth

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Brandt Butt

Associate Portfolio Manager and Investment Advisor

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Polly Hewson

Investment Advisor

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Bryce Matlashewski

Investment Advisor, iA Private Wealth

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Craig White

Portfolio Manager & Investment Advisor, iA Private Wealth

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Dennis Rubeniuk

Investment Advisor

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Supporting Staff

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Kristy McDonald

Licensed Assistant

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Kally Oucharek

Operations & Client Experience Assistant

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Jai Gandhi

Licensed Assistant, iA Private Wealth

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Mitchell Cathcart

Marketing Assistant

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Advanced Planning Team

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Rita Burgess

Branch Administrator/Financial Planning Assistant

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Kondwelani Kalinda

Financial Planning Assistant

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External Professionals

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Aaron Sabasch

Insurance Advisor at ITI Financial Inc.

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Operations

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Junice Savares

Director of Brand Development at Endeavour Network

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Why are we here?

Vision Statement

"Be More in Every Moment"

Mission Statement

"To be undeniably, the best experience in wealth management."

Our Principles

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Client First At Any Cost

We know that honesty and integrity are the foundation of any trusting relationship.

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Community

We aim to impact the communities that support us. We are grateful for the opportunity we have been given and owe it back.

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Collaborative Advice

To truly put clients first, we created an independent company that focuses on providing collaborative advice from experts over selling products. 

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Be Radically Transparent

We pride ourselves on being transparent, ensuring you, our clients, have the knowledge needed to make good decisions with your money.

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Honest, Authentic & Genuine

We know that honesty and integrity are the foundation of any trusting relationship.

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Be Innovative

We’re changing what it means to lead this industry. We are elite advisors who take our profession seriously. Excellence is a priority and we aim to ensure you receive the best advice for all areas of your finances.

our Ecosystem To Smart Money

Our goal is to give you the freedom to enjoy life the way you want. You’ll have confidence knowing your financial journey is thoughtfully planned for success. This is what holistic wealth management is all about.

Our process starts with getting to know you. Understanding your priorities helps us plan for the things that matter most to you.

Once we have an idea of what’s imperative and where you’d like to go in life, we’re able to use our in-house professionals to ensure you’re receiving the highest quality advice for all areas of your finances. Then we provide you with the recommendations needed to move forward and achieve your goals.

We are guided by our character and a lifelong pursuit of excellence in financial matters. Our advisors provide sophisticated advice for all aspects of your financial life, from customized financial planning and investment strategies to proactive tax, retirement, estate, debt restructuring, business transition planning and philanthropic planning.

Planning isn’t static. We’re confident in our abilities to get you where you’d like to be, but your life will change over time, which is why we review plans with our clients regularly. We strive to provide advice that is both proactive and flexible, allowing us to make adjustments whenever you need them.

We respond creatively and resourcefully with analysis, careful judgment, and follow-through to any advice you may have.

At Endeavour Wealth Management, you can take comfort knowing experienced professionals and knowledgeable staff are working on your behalf day in and day out.

Tax Planning

Taxes will likely be the single largest expense over your lifetime. We treat tax planning as a crucial part of your financial plan because tax affects all aspects of your financial life. Tax planning is an opportunity to get knowledgeable advice on strategies to maximize deductions and credits that minimize your taxes.

​In Canada’s fast-changing tax environment, it’s crucial to partner with experienced tax professionals. Our Chartered Professional Accountants (CPAs) can work directly with your accountant to review your recent personal or business tax returns to identify potential savings.

Benefits you gain from our tax planning service include:

  • Evaluating your business structure to optimize earnings
  • Understanding the tax consequences related to your income and investments
  • Maximizing your retirement plan savings under current tax law

Charitable Giving

Canadians are among the most generous in the world when it comes to charitable giving. In 2018, Canadian individuals and companies (and other organizations) gave about $18 billion to charities. 

Philanthropy makes us feel good and it benefits our community in many ways. We know most people don’t give to charity for a tax receipt, but it’s a good practice to maximize your tax benefits when you do donate. 

Our team brings together taxation and estate planning experts to help advise our clients on their charitable giving strategies. Whether you’re giving a little or a lot, it’s best to take some time to consider the impact on your finances.

Investment Strategy

Selecting the investment solution that aligns with your financial goals may be overwhelming.  With options such as stocks, mutual funds, registered retirement savings plans (RRSP), and a plethora of other alternatives available on the market, this decision is increasingly challenging. Our team at Endeavour Wealth Management is here to guide you each step of the way,  providing the advice you need to succeed.

Smart Money means making smart decisions, even when it’s unconventional. We’ll work with you to determine how to make the most out of your investments. So let’s get your money working for you, the Smart Money way. 

Retirement Strategy

What’s your number? How much do you need to retire and when will you reach it? Will you have enough money to maintain your lifestyle and live comfortably when you retire? It’s never too late or too early to start planning for retirement. 

Our financial professionals will help you create your unique picture of financial success and equip you with the necessary tools you need to realize your goals.

Estate Planning

Ensuring your wealth goes where you intend it to is part of a holistic financial plan. Whether it’s your family or a favoured organization, charity or not-for-profit, Endeavour Wealth Management is here to help you fulfill your wishes. We strive to give you peace of mind by helping you build a highly personalized estate plan.

We work to assess the following:

  • Do your current estate documents reflect your wishes? How can we ensure your wishes continue as your life changes?
  • Is there one or more corporations involved? What about real estate?
  • How can we best protect your assets from creditors?
  • How do you wish to transfer your assets? Is it important they remain in your family?
  • Do you require assistance in putting together a medical directive and/or power of attorney?
  • Do you wish to leave a financial donation to a charity, and what can we do today to maximize your future donation?
  • Are your loved ones prepared for the administrative burden of serving as an executor or does it make sense to use a professional trustee?



Business Succession

Do you know what your business is worth? Do you have a succession plan in place should something unexpected happen to you? How will the sale of your business affect your retirement?

Our team of financial professionals can help you determine an accurate valuation of your business to incorporate into your personalized financial plan through smart planning.

Wealth Transfer

It is estimated Canadian inheritances over the next 10 years will be as high as $1 trillion. This will mark the greatest transfer of intergenerational wealth in Canada’s history.

Having the financial mantle passed on to you is one thing, knowing what to do with that inheritance is quite another. The Investment Advisors at Endeavour Wealth Management are here to empower you to make financial decisions through smart planning so you can manage your wealth, protect it for future generations and live for your moments - to make your financial goals a reality.

Major Purchases

Whether you are considering purchasing a cottage, a boat to fish on your favorite lake or a dream home, major purchases require a lot of planning. Our Investment Advisors at Endeavour Wealth Management will help you to navigate these major decisions without derailing your other financial goals.

Be More with Endeavour Wealth Management and see where your money can take you.

Education Planning

The cost of post-secondary education increases each year and can become extreme if attending a prestigious foreign university. At Endeavour Wealth Management, we help you determine the best ways to save for your children’s and grandchildren’s academic pursuits, while balancing your other financial priorities. Your children and grandchildren deserve a future with minimum academic debt or that is debt-free. Let’s help them get there...together.

Asset Protection

You’ve worked hard to grow and sustain your wealth. At Endeavour Wealth Management, we are here to help protect* what you’ve built. We build financial strategies that are tailored to your risk tolerance. 

One of the time honoured strategies we employ is to develop insurance strategies to protect you and your family (and your business interests) from the unexpected.

Community

Endeavour Wealth Management employees are actively involved in a variety of charitable causes. It’s ingrained in our firms’ culture to serve others and continually aim to “Make Lives Better.”

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United Way Winnipeg is a non-profit charity in Winnipeg. All of your donation goes to providing support to over one hundred non-profit agency partners and programs that serve Winnipeggers in every neighbourhood in our city.

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United Boxing Club (UBC) is a not for profit community based boxing club, At UBC, we use the sport of boxing to promote athletic and leadership development. We offer programming at all levels, for all individuals, from beginners to competitive fighters.

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The Winnipeg Humane Society is a non-profit, registered charity funded primarily by donations and events. The Humane Society is dedicated to protecting animals from suffering and to promoting their welfare and dignity.