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Endeavour Wealth Management
Dental Advisory Team

What We Do for Dentists

  • Eliminate Your Debt
  • Reduce Your Personal & Corporate Taxes
  • Advise You When Acquiring or Selling a Practice
  • Increase Your Net Return Through Low-Cost Investment Solutions
  • Increase Your Net Worth Through Individual Pension Planning
  • Maximize Your Lifestyle Now & In Retirement
  • Transfer Your Wealth to The Next Generation Tax Efficiently
  • Increase Your Impact in Your Community with Charitable Giving Solutions
  • Protect Your Family & Business from Health Risks *
  • Increase Employee Retention with Group Benefit Planning
Let's Chat

What Our Clients Are Saying

2020 Wealth Professional Awards Silver Winner EmblemBest In Winnipeg Emblem2021 Wealth Professional Awards Finalist

“I’m with Endeavour because of their clear strategy, proactive approach, and passion for what they do.”

5 stars review
Michael D.

“We are with Endeavour because they treat our investments as if they were their own giving us financial freedom and stability.”

5 stars review
MaryAnn K.

“I’m with Endeavour because they meet me where I’m at today but help me craft a vision for my future.”

5 stars review
Cody C.

“Sean and I have talked about this as we've really appreciated the cura personalis, the personal care, and concern that you guys have exhibited with us and, and our investments in our financial planning. We don't feel like a portfolio. We feel every time that we meet with you that we get solid advice, and you guys have our best interests at heart. And that helps us sleep well at night. And I would say the highest compliment that we could possibly give you is we were leaning on our kids to reach out and I know some of them have, but just let them know that you're the right people to kind of guide them to their future as well.”

5 stars review
Kevin B.

Booked a meeting - What's next?

1

Discovery Meeting

2

Possibility Meeting

3

Vision Meeting

4

Connect & Adapt

Our first meeting is called our discovery meeting.

This is about getting to know you, your family, your existing financial situation, and exactly what you’d like to do and where you’d like to go. It’s also an opportunity for you to determine whether you’d like to hear more.
Our team puts together a formal possibilities’ presentation with the information gathered.

This looks at the areas our team believes we can add value and highlights what’s possible to achieve when you begin to act.  At the end of this meeting is where you determine whether Endeavour is a fit for your needs.
After signing on to become a client, you will be scheduled for a vision meeting.

Building off the two prior meetings, this is where you begin to work on the blueprint for your comprehensive financial plan.  We encourage clients to set no limits to the dreams and goals. Following this meeting, we engage our team of professionals to ensure we deliver specialized advice, the best advice related to all of your goals and needs.
Your Financial Plan should never be left on autopilot.

Through regular communication and interaction, we will adapt your plan to keep up with your changing life. We’re here to serve you exactly they way you’d like to be served. This means you can be as involved or as hands off as you’d like to be.