Family Wealth Group

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Family Wealth Group We are a privately owned, relationship-based, boutique wealth management firm located in East St Paul, MB

FAMILY WEALTH GROUP is excited to once again participate in the annual Family Fun Day, where we'll be serving up our fam...
09/09/2026

FAMILY WEALTH GROUP is excited to once again participate in the annual Family Fun Day, where we'll be serving up our famous cotton candy!

Be sure to stop by, say hello, and let Rob, Brandon, or Sandy spin up a sweet treat just for you. We look forward to seeing you there!

Come by and say hello!
09/11/2025

Come by and say hello!

Brandon and Sandy are off attending IPC’s Support Summit in Toronto over the next two days! Exciting opportunity to bui...
05/07/2025

Brandon and Sandy are off attending IPC’s Support Summit in Toronto over the next two days! Exciting opportunity to build on the level of service that our team provides to our clients! 😊

Markets rise and fall—it’s inevitable. But how you navigate these cycles plays a large role in your long-term success. A...
04/30/2025

Markets rise and fall—it’s inevitable. But how you navigate these cycles plays a large role in your long-term success. Are you making changes in your portfolio right now?

True wealth isn’t just passed down—it’s taught. Building a legacy means equipping the next generation with the knowledge...
04/29/2025

True wealth isn’t just passed down—it’s taught. Building a legacy means equipping the next generation with the knowledge and responsibility to manage it well.

Start the conversation early:
✔ Introduce financial education at a young age
✔ Share your wealth philosophy and values
✔ Involve your heirs in structured family financial discussions

Are you incorporating the next generation into your wealth planning?

We believe your financial plan should be as unique as your vision for the future. Every recommendation we make is tailor...
04/25/2025

We believe your financial plan should be as unique as your vision for the future. Every recommendation we make is tailored to what matters most—whether that’s planning for retirement, growing your wealth, or reaching important milestones. Take a moment today to review your financial priorities and reflect on whether your strategy truly supports your aspirations.

Running a business means wearing many hats— the challenge of planning for retirement on your own, managing rising health...
04/23/2025

Running a business means wearing many hats— the challenge of planning for retirement on your own, managing rising healthcare costs and irregular income, and finding it difficult to take time off when you're the one steering the ship.

A financial professional can help with a comprehensive retirement plan. With the right guidance, retirement planning can offer great confidence and reassurance.

It happens subtly. You get a raise, upgrade your car, start dining out more often, and book a more luxurious vacation. B...
04/22/2025

It happens subtly. You get a raise, upgrade your car, start dining out more often, and book a more luxurious vacation. Before you know it, your expenses have grown to match your income.

This is usually known as lifestyle creep, and while it might feel rewarding in the moment, it can silently derail your long-term financial goals.

Here’s how you can avoid the trap:
👉 Set Limits

👉 Pay Yourself First

👉 Stay Goal-Oriented

Financial growth isn’t just about earning more; it’s about making intentional choices with what you earn.

Happy Easter! May this season of renewal bring you hope, joy, and new beginnings. Enjoy this special time with your love...
04/20/2025

Happy Easter! May this season of renewal bring you hope, joy, and new beginnings. Enjoy this special time with your loved ones.

For affluent investors, building a comprehensive financial strategy means delving deeper than basic topics. Advanced top...
04/18/2025

For affluent investors, building a comprehensive financial strategy means delving deeper than basic topics.

Advanced topics—like managing cash flow, diversifying portfolios across traditional and alternative investments, understanding the true cost of capital, optimizing credit and leverage, and using debt strategically—can offer a significant edge in your wealth planning.

Address

11-3014 Henderson Highway
East St. Paul, MB
R2E0H9

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2:30pm

Telephone

+12043399211

Website

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