• Why should I work with a financial advisor?

    Financial planning is complex and it can be daunting to tackle it on your own when you have a lot of other things competing for your time. We ask the relevant questions, offer an objective perspective when it comes to making wealth-related decisions, and work with you to create a financial plan you can follow. We will be with you at every turn to adapt your plan as needed, and help ensure you are always well-positioned to reach your goals, regardless of changing priorities and market shifts.

  • What questions should I ask when choosing a financial advisor?

    How long has the advisor been in the business? What certifications, education and/or designations do they have? Do they have strong understanding of financial planning for both small businesses and personal planning? Do they focus on all aspects of wealth management, such as tax, accounting, succession and insurance-related issues, with easy access to a team of experts in those fields? Is their fee structure transparent?

  • What information will you need from me to create my comprehensive financial plan?

    We will start by discussing your current and future goals, followed by any initial concerns you may have. Next, to ensure we can provide a comprehensive plan, we will need current investment and bank account statements, insurance policies, and details on outstanding debts and monies owed, your most recent tax returns, a household budget (if you have prepared one) and plans for travel, large purchases, or helping children with education, home ownership or other pursuits.

  • Who can benefit from Winnipeg wealth management?

    Winnipeg wealth management can be especially valuable for families, business owners, professionals, and retirees whose financial lives have become more complex.

    You may be managing significant investments, corporate assets, retirement income, estate planning, business succession, charitable giving, or wealth you want to pass to future generations. Marr McInnes & Associates helps bring these decisions together into one coordinated financial strategy.

  • What’s the difference between a Winnipeg financial planner and a Winnipeg financial advisor?

    The terms financial planner and financial advisor are often used interchangeably, but the services can vary. A financial advisor may focus more heavily on investments and financial products, while a financial planner typically takes a broader view of your financial life.

    At Marr McInnes & Associates, our approach goes beyond investments. We help coordinate retirement planning, tax strategy, estate planning, business succession, insurance, charitable giving, and family wealth so your financial decisions work together as part of one broader plan.

  • What is family office-style financial planning?

    A family office approach brings different parts of a family’s financial life together under one coordinated strategy. Marr McInnes & Associates is not a traditional private family office, but our family office-style planning is built around similar principles: careful oversight, proactive planning, coordination with other professional advisors, and a long-term view of family wealth.

    This approach can be particularly valuable for high-net-worth families, professionals, and business owners with increasingly complex financial needs.
     

  • What does a Family Enterprise Advisor do?

    A Family Enterprise Advisor brings additional expertise to the financial and personal decisions that often arise in family businesses.

    Myles McInnes holds the Family Enterprise Advisor designation and helps families think through succession, ownership, leadership transitions, governance, family relationships, and the transfer of wealth and responsibility between generations.

  • Why work with a Winnipeg CERTIFIED FINANCIAL PLANNER® professional?

    The CERTIFIED FINANCIAL PLANNER® designation represents a high standard of education, examination, experience, and ethical requirements in financial planning.

    Working with a Winnipeg CERTIFIED FINANCIAL PLANNER® professional can be particularly valuable when your financial life involves several interconnected decisions. At Marr McInnes & Associates, we look beyond individual investments to consider how retirement income, taxes, estate planning, insurance, business interests, charitable giving, and family wealth fit together.

    The result is a more comprehensive planning relationship focused on both the decisions you need to make today and the ones your family may face years from now.

  • What does a wealth advisor in Winnipeg do for families with significant wealth?

    A wealth advisor in Winnipeg can help families make more informed decisions as their financial lives become more complex.

    This may include managing investments, creating retirement income, reducing unnecessary tax, preparing an estate, transferring wealth, planning for a business transition, or supporting future generations. As your financial planning advisor, our role is to keep those decisions connected so they support your family’s broader priorities over time.