Wealth

We all want to acquire wealth, but each of us needs to do it in a way that best suits our goals, our needs and our earning ability. How do you define wealth? Let us work with you to define and reach your goals.

Wealth and Portfolio Management

It all starts with a plan. The challenge is, everyone’s life is different: family, kids, home, career, parents, goals, aspirations, saving, giving… all of these influence not only how you live your life, but also your financial well-being. We consider it all when creating your personal wealth management plan.


Family Life

When you have a family, it changes everything. It’s the number one influencing factor in your wealth management plan, from just starting out to leaving a legacy. And we can help guide you every step of the way.



Education

The cost of getting an education isn’t nearly as expensive as going without one. With today’s government incentives, saving is not even as daunting as writing a final exam!



Retirement

Ahh… retirement; that golden time when you can finally relax and enjoy the fruits of your labour. The challenge is, without a plan, there may not be enough fruit to go around! That’s where we can help.



Estate Planning

Being ready for the changes that come in life will not only give you and your loved ones greater peace of mind, it will also help ease the stress in times of need. Wills, powers of attorney, joint accounts… all play a role in ensuring your wishes are met.


 

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Assiniboine Financial Group

Assiniboine Financial Group (AFG) provides a wide range of services to help you protect your family and lifestyle. Visit AFG below!

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