Target Wealth Management

Target Wealth Management was developed by a group of like minded and professional financial advisers who share a passion for building long term strategies to grow their clients’ assets. The core of the business remains focused on developing long term relationships with clients and creating lasting plans that can create the results they want. We habe a team of qualified and experienced Financial Advisers, as well as a very efficient customer services department. At Target Wealth Management we believe that where many individuals, and indeed other professional advisers, can go wrong is by choosing a particular investment strategy and then ‘hoping’ it delivers the funds the investor needs, at the time they need it. This is why we focus so much on understanding our client’s attitude to investment risk and continuing to monitor that as it changes over time, thus ensuring the investment strategy matures as our clients do. Target Wealth Management has been created with a structure that supports the client’s lifestyle needs at every stage. Our advisers have different areas of knowledge and specialist expertise to ensure that whatever our client’s needs we can deliver to the very highest standards. This includes the Target Wealth Management Mortgage Division, the Target Wealth Management Protection Centre as well as the Target Wealth Management Tax Office to help our clients to minimise personal and business taxation.

Financial Services
Dauphin, Manitoba
Founded in 2001
1-10 employees

Target Wealth Management was developed by a group of like minded and professional financial advisers who share a passion for building long term strategies to grow their clients’ assets. The core of the business remains focused on developing long term relationships with clients and creating lasting plans that can create the results they want. We habe a team of qualified and experienced Financial Advisers, as well as a very efficient customer services department. At Target Wealth Management we believe that where many individuals, and indeed other professional advisers, can go wrong is by choosing a particular investment strategy and then ‘hoping’ it delivers the funds the investor needs, at the time they need it. This is why we focus so much on understanding our client’s attitude to investment risk and continuing to monitor that as it changes over time, thus ensuring the investment strategy matures as our clients do. Target Wealth Management has been created with a structure that supports the client’s lifestyle needs at every stage. Our advisers have different areas of knowledge and specialist expertise to ensure that whatever our client’s needs we can deliver to the very highest standards. This includes the Target Wealth Management Mortgage Division, the Target Wealth Management Protection Centre as well as the Target Wealth Management Tax Office to help our clients to minimise personal and business taxation.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2001
Employee Range
1-10
Revenue Range
Not available

Location

Address
28 Castle Street Herts Hertford
City
Dauphin
Region
Manitoba
Postal Code
SG14 1HH
Country
Canada

Web Presence

Ready to automate your outreach?

Get unlimited access to our company database — complete with detailed profiles, funding info, and tech stacks — and start sending personalized emails with AI-powered follow-ups.

Frequently Asked Questions