Trans Canada Wealth Management | Retirement Planning Specialists
Company

Trans Canada Wealth Management | Retirement Planning Specialists

Financial Services Winnipeg, Manitoba, Ca 9 employees
Employees
9
Contacts
2
Emails
2

Trans Canada Wealth Management | Retirement Planning Specialists Overview

Headquarters
Winnipeg, Manitoba, Ca
Industry
Financial Services
Employees
9
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Trans Canada Wealth Management | Retirement Planning Specialists

Trans Canada Wealth Management was founded in 2022 when Kevin, Marc, and Colin combined their practices to build something greater, a national advisory practice dedicated to helping Canadians over 55 turn their savings into consistent, tax-efficient retirement income. As part of Harbourfront Wealth Management, managing over $12 billion in assets, we offer national strength with personalized planning and advice. Many of our clients come to us looking for more than basic investment help. They want a clear plan, proactive guidance, and smart strategies to reduce taxes, both now and over their lifetime. Our proprietary Atlas System was built to provide clarity, grow wealth, and minimize tax. What We Offer: • Retirement plans tailored to your goals and lifestyle • Tax strategies backed by in-house CPA expertise • A proven, step-by-step process for lasting financial confidence

Trans Canada Wealth Management | Retirement Planning Specialists Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Trans Canada Wealth Management | Retirement Planning Specialists Org Chart

Sample employees and titles
Name Title Contact
Marc Sabourin, Cfp®, Cim® Portfolio Manager
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Colin Sabourin, Cfp, Cim Senior Investment Advisor
Email
Matt Adams, Cfp, Cim Portfolio Manager & Senior Investment Advisor at Trans Canada Wealth Management
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Elaine Ross Partner Support - Communications Lead
Email

Employees by Management Level

Manager 2 profiles
Senior / Lead 2 profiles

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