Douglas Financial Ltd
Douglas Financial Ltd is a full-service financial planning team based in Winnipeg, Manitoba, serving over 2000 clients across seven provinces since 1982. Their expertise encompasses not only insurance and strategic investing but also retirement, estate, and hands-on tax planning and preparation to adapt to clients' evolving needs and goals.
The firm prides itself on offering tailored solutions through a team of independent investment and wealth professionals dedicated to providing an unparalleled client experience. Their services include Platinum Private Portfolios, an Advice Managed Platform, and traditional brokerage options, all designed to ensure clients receive comprehensive wealth advice aligned with their unique circumstances.
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