Brendan Peters Financial Advisor

Sole Financial, located in Winnipeg, MB, offers a comprehensive range of tax and estate planning services, specializing in efficient personal tax preparation for individuals and small businesses. With a flat rate for most personal tax returns, they aim to minimize tax liabilities while ensuring a hassle-free filing experience. Their expertise extends to the Disability Tax Credit, assisting individuals of all ages in navigating the application process to secure available benefits. Additionally, their team addresses the complexities of final estate returns, guiding clients through the essential requirements for these important filings. Generated from the website

TD Wealth in Winnipeg, MB offers a range of investing solutions for individuals seeking to manage their finances effectively. Whether you prefer to handle your investments independently using user-friendly tools or work with a knowledgeable wealth advisor, TD Wealth has options to suit your needs. Their personalized wealth strategies cater to clients with a minimum investment of CDN $100,000, providing tailored solutions to help achieve financial goals. For those looking to explore investment opportunities with the guidance of a TD Personal Banker, TD Wealth offers assistance in selecting suitable investments such as TD Mutual Funds and Guaranteed Investment Certificates (GICs). Additionally, clients can benefit from 1% cash back with TD Direct Investing, aimed at empowering both new and existing investors. This unique cashback offer, available until March 31, 2025, enhances the investing experience for a more informed approach. Moreover, TD Wealth emphasizes educating investors through resources like TD Easy Trade™ and TD Direct Investing, promoting ease of access and understanding in the investing landscape. Their commitment to empowering clients extends to services like retirement goals reviews and behavioral finance principles, aimed at building confidence and ensuring personalized financial planning. Generated from the website content