We are a boutique financial advisory firm based in Brandon, Manitoba. We engage with a select group of young professionals, farm families, business owners, elders and early retirees to provide consulting and financial planning services. For many of those we serve, we become the Family CFO. Our process ensures we understand what matters most to our clients (family, community, legacy). We provide perspective, clarity and professional financial advice.
We are a boutique financial advisory firm based in Brandon, Manitoba. We engage with a select group of young professionals, farm families, business owners, elders and early retirees to provide consulting and financial planning services. For many of those we serve, we become the Family CFO. Our process ensures we understand what matters most to our clients (family, community, legacy). We provide perspective, clarity and professional financial advice.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 927a 26th St Manitoba Brandon
- City
- Brandon
- Region
- Manitoba
- Postal Code
- R7B 2B7
- Country
- Canada