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The health and safety of our clients and advisors are our top priority. During
these challenging times, SmartWealth Financial Incorporated remains open to
serve our clientele. Our office is currently closed and we do not offer in-home
meetings but we continue to welcome new clients and serve existing ones through
video conferencing. If you would like to learn more about our services, please
don’t hesitate to book your initial consultation with us!


HONEST & TRANSPARENT FINANCIAL ADVISORY SERVICES IN WINNIPEG AND OTHER PARTS OF
MANITOBA.

Welcome to SmartWealth!

We here at Smartwealth are Winnipeg financial advisors focused on helping
clients protect their financial security, and build wealth for their future.

We Help business owners, professionals, and breadwinners manage their financial
risks against the potential impact of serious life events while at the same time
helping them achieve a brighter future through practical, and tax-efficient
wealth accumulation strategies.

Learn More

SCHEDULE A MEETING WITH US

Book your free consultation below




CLIENT FOCUSED, FINANCIAL ADVISORY SERVICES

SmartWealth financial advisors are committed to delivering honest & transparent
financial advisory services focused on client benefit.


Ramon Desiderio, Financial Advisor


HOLISTIC FINANCIAL ADVISORY APPROACH

We offer a holistic financial advisory service in Winnipeg, Manitoba. 

From income protection,  wealth accumulation, to retirement funding.

 * Manage Risks
 * Build Wealth
 * Retire

Know More

INSURANCE

Protect your financial security against the potential impact of serious life
events.

Contact Us

INVESTMENTS

Build wealth slowly. It’s not a get rich quick thing. Slow and steady wins the
race.

Contact Us

RETIREMENT

Retire with peace of mind in knowing that you will not outlive your nest egg.

Contact Us



MANAGE YOUR RISKS

LIFE INSURANCE

Life insurance helps you protect your loved ones’ financial well-being in case
of premature death so they need not suffer the financial burden of premature
death.

CRITICAL ILLNESS INSURANCE

Critical illness insurance pays out a lump sum benefit in case of a serious
illness that’s covered by your policy.

DISABILITY INSURANCE

Disability insurance replaces a portion of your income so you continue receiving
income while recovering from illness or injury.


BUILD WEALTH SLOWLY

RESP

The Registered Education Savings Plan is a government registered education fund
that allows you to invest toward your child’s or grandchildren’s post-secondary
education with the help of government grants.

TFSA

Tax-Free Savings Account is a government registered investment account that
allows you to accumulate wealth tax-free. You get no tax-incentive when you
contribute but you don’t get taxed when you withdraw funds.

RRSP

Registered Retirement Savings Plan is a tax-deferred retirement fund that gives
you tax incentives on your contributions, allows your asset to grow tax-free but
you get taxed when you withdraw your funds


WINNIPEG FINANCIAL ADVISORS



Our financial advisory team is dedicated to helping you achieve financial
freedom while at the same time helping you manage the potential financial impact
of life events that may roadblock your success.

MANAGE RISKS

Protect your financial security in case of serious illness, disability, or
premature death.

Learn More

BUID WEALTH

Invest a portion of your income in tax-efficient accounts for long-term wealth
accumulation.

Learn More

RETIRE

Retire financially successful without worrying about running out of money at
retirement.

Learn More


BOOK A FREE VIRTUAL CONSULTATION WITH US.

...

SMARTWEALTH FINANCIAL INCORPORATED



ADDRESS:

888 Sargent Ave., Winnipeg, Manitoba, R3E 0c7, Canada

PHONE :

+1-204-818-2380



As your Winnipeg financial advisory team, we help you build a solid financial
foundation by helping you secure your income while you’re on the wealth
accumulation phase of your financial journey.

USEFUL LINKS

 * Home
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 * Build Wealth
 * About
 * Contact



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