Financial Advisor · Manitoba

Financial planning in Manitoba

Independent insurance, tax, and investment advice for Manitoba families and business owners, in plain language. FS² advisors are individually licensed in Manitoba, based in Steinbach, Winnipeg, and Morden, so you work with someone who lives and works where you do.

✓ Advisors individually licensed in Manitoba

Who you work with in Manitoba

Every Manitoba client is served by an FS² advisor who is individually licensed for insurance in Manitoba. Pick the person closest to you, or let us match you.

What we help Manitobans with

Under one roof, and always working alongside your accountant and lawyer rather than replacing them:

Am I covered right? When can I retire? What is my business worth?

Manitoba questions, answered

Are FS² advisors licensed in Manitoba?

Yes. FS² advisors are individually licensed for insurance in Manitoba. Kevin is based in Steinbach, Bert in Winnipeg, and Chris in Morden, so you work with a locally based, provincially licensed advisor.

Do I have to meet in person?

No. A first conversation is a free 20 minute, no pitch consultation by phone, video, or in person, including evenings and weekends. In-person is available around Steinbach, Winnipeg, and Morden; everywhere else in Manitoba is served comfortably by video.

Is FS² independent?

Yes. Our advisors are appointed with nearly every major Canadian insurer and fund manager rather than tied to a single company's shelf. That means the recommendation is built to solve your problem, not to sell one provider's product.

Book a free 20 minute conversation