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Marr McInnes & Associates Private Wealth Management

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Category: Business & Finances

Contact Information
461 Sterling Lyon Pkwy Unit 2, Winnipeg, Manitoba, Canada, R3P 2S8

Phone number: (204) 784-4584
www.mmprivatewealth.ca

Marr McInnes & Associates Private Wealth Management Reviews

mmprivatewealth 55 min ago
Marr McInnes & Associates Private Wealth Management
Marr McInnes & Associates is a Winnipeg wealth management practice built around the idea that significant wealth should be managed as one connected financial picture. The team serves affluent families and individuals whose needs have moved beyond basic investment selection and occasional financial reviews. As clients accumulate assets, business interests, real estate, corporate savings, registered accounts, insurance, pension entitlements, and estate obligations, even a seemingly simple decision can have consequences in several other areas. Marr McInnes & Associates helps clients evaluate those connections through coordinated financial planning that incorporates retirement, tax efficiency, estate strategy, charitable giving, investment management, family wealth, and intergenerational planning.

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