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
- Website
- transcanadawealthmanagement.com
- Industry
- Financial Services
- Employees
- 9
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Marc Sabourin, Cfp®, Cim® | Portfolio Manager |
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| Colin Sabourin, Cfp, Cim | Senior Investment Advisor | Winnipeg, Manitoba, Canada |
Email
|
| Matt Adams, Cfp, Cim | Portfolio Manager & Senior Investment Advisor at Trans Canada Wealth Management | Winnipeg, Manitoba, Canada |
View
|
| Elaine Ross | Partner Support - Communications Lead | Winnipeg, Manitoba, Canada |
Email
|
Employees by Management Level
Manager
2 profiles
Senior / Lead
2 profiles
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