Financial Planning

Simply put, a financial plan is a road map of where you’d like to be in the future financially.  For each person the end goal is unique and specific.  But the over-arching principle of financial freedom, and the actions used to achieve it are the same.  Our advisors are trained to have meaningful conversations that will not only aid you in setting your goals, but will ensure you take action to achieve them. 

Financial plans take a snapshot of where you stand today and what it will take, financially, to get where you want to be. Understanding these two elements helps our advisors to provide you smart and effective advice for reaching your goals. 

Although the concept of a financial plan is simple, quality financial plans must take into consideration complex areas like: taxes, household budgeting, debts, income protection, asset protection, business succession planning, planning for children’s education, estate planning, philanthropic planning, and much more.

Our experts, which include lawyers, accountants, lending and insurance specialists work in partnership with our investment and planning professionals, and your existing professionals to build a plan that is proactive, flexible, and successful. 

Endeavour Wealth Management

940-201 Portage Avenue

Winnipeg, MB, R3B 3K6

PH: 204.515.3450

TF: 1.855.315.3450

FX: 204.515.3451

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Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Securities is a trademark and a business name under which Industrial Alliance Securities Inc. operates.

This is not an official website or publication of iA Securities and the information and opinions contained herein do not necessarily reflect the opinion of iA Securities. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Securities, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered

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