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WPG The Wealth Planning Group Inc.

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WPG The Wealth Planning Group Inc.

Overview:

At W.P.G. The Wealth Planning Group Inc. we believe in employing conservative investment strategies to help our clients achieve their financial goals and objectives. As such, we pay particular attention to downside risk and strive to minimize it whenever possible, while still giving our clients the opportunity to get attractive returns. By preserving capital when financial markets decline we believe our clients will be better off when the investment environment improves. As part of our asset allocation process, we utilize various asset classes other than just the standard Canadian or International Equities in our portfolio designs. Through this, we attempt to increase diversification and reduce the volatility of investment portfolios while still striving to achieve superior long-term results.

Our roots are based in the rural market of Manitoba. We continue to value the relationships and bonds formed in this community.

As we grow and expand, we strive to take our values and reputation earned in rural Manitoba of trust, integrity, and professionalism and continue to provide the excellent service and financial advice that our clients have come to expect from our representatives and staff.

Vision:

Our vision, is your vision. Whether you are planning for the future of your family or business, we strive to provide you with customized solutions and value-added products based on your own unique needs.

Our focus is to provide you with the financial expertise, knowledge, and products to help you reach both your financial and personal goals.

History:

Founded in Manitoba in 2000, W.P.G The Wealth Planning Group Inc. is a full service wealth planning firm providing solutions to individuals as well as businesses throughout Manitoba and Northwestern Ontario.

W.P.G. offers expert service in the field of wealth management and offers an extensive line of financial products including insurance and investment planning products.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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