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Who we help

Marr McInnes & Associates Private Wealth Management works with individuals, families, and organizations whose financial lives require more coordination, long-term thinking, and proactive planning.

Our clients are often navigating significant wealth, family transitions, business decisions, or retirement complexity. They want thoughtful advice that goes beyond investments alone.

Based in Winnipeg, we serve clients across Manitoba and Northwestern Ontario, including Winnipeg, Kenora, and surrounding communities.

Business owners and entrepreneurs

Family business owners

Many of our business-owner clients are family enterprises involving multiple generations.

These relationships often involve:

Succession and transition planning
Leadership changes
Estate structure considerations
Family governance discussions
Tax-efficient wealth transfer

Our family office-style approach helps families navigate both the financial and personal sides of long-term business continuity.

Lawyers

Lawyers

Lawyers and incorporated professionals can often have strong income, demanding schedules, and financial decisions that require careful coordination.

Planning may involve:

Partnership or compensation structures
Tax and retirement planning
Estate and legacy considerations
Family wealth coordination
High net worth portfolio management

Doctors and incorporated medical professionals

Doctors often face a combination of professional income complexity, incorporation planning, retained earnings, and future retirement decisions.

We help physicians and incorporated medical professionals connect:

Corporate and personal planning
Tax-efficient wealth strategies
Retirement income planning
Estate and insurance considerations
Long-term family wealth goals

Pre-retirees and retirees

Successful pre-retirees and retirees

Many clients come to us after building meaningful wealth over decades of work, saving, or business ownership.

They are often asking questions like:

Can I retire comfortably?
How should I draw income tax-efficiently?
How do I protect my spouse and family?
How do I transfer wealth thoughtfully to the next generation?

Our role is to help create clarity around retirement income, tax planning, estate planning, and long-term family wealth.

Families

First Nations communities

We work with First Nations communities and organizations managing long-term community wealth. Our focus is on supporting sustainable, long-term outcomes for future generations both at a community and individual level.

This work may include:

Investment management
Long-term planning support
Community financial education
Guidance around stewardship of significant funds

Client stories

We work with many clients from different walks of life whose goals vary with their stage of life and personal dreams. Inspired by various client situations, these scenarios illustrate how clients can benefit from our guidance in helping them reach their goals.

What we do

We provide a range of services to help guide you through the financial aspects of every stage of your life journey.

Contact

Marr McInnes & Associates
(204) 784-4584
mmteam@igpwm.ca

IG Wealth Management Inc.

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Location

Unit 2, 461 Sterling Lyon Parkway,
Winnipeg, MB R3P 2S8

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

www.ciro.ca
CIRO Advisor Report

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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