Family Wealth Group

Family Wealth Group We are a privately owned, relationship-based, boutique wealth management firm located in East St Paul, MB

Come by and say hello!
09/11/2025

Come by and say hello!

Brandon and Sandy are off attending IPC’s Support Summit in Toronto over the next two days! Exciting opportunity to bui...
05/07/2025

Brandon and Sandy are off attending IPC’s Support Summit in Toronto over the next two days! Exciting opportunity to build on the level of service that our team provides to our clients! 😊

Markets rise and fall—it’s inevitable. But how you navigate these cycles plays a large role in your long-term success. A...
04/30/2025

Markets rise and fall—it’s inevitable. But how you navigate these cycles plays a large role in your long-term success. Are you making changes in your portfolio right now?

True wealth isn’t just passed down—it’s taught. Building a legacy means equipping the next generation with the knowledge...
04/29/2025

True wealth isn’t just passed down—it’s taught. Building a legacy means equipping the next generation with the knowledge and responsibility to manage it well.

Start the conversation early:
✔ Introduce financial education at a young age
✔ Share your wealth philosophy and values
✔ Involve your heirs in structured family financial discussions

Are you incorporating the next generation into your wealth planning?

We believe your financial plan should be as unique as your vision for the future. Every recommendation we make is tailor...
04/25/2025

We believe your financial plan should be as unique as your vision for the future. Every recommendation we make is tailored to what matters most—whether that’s planning for retirement, growing your wealth, or reaching important milestones. Take a moment today to review your financial priorities and reflect on whether your strategy truly supports your aspirations.

Running a business means wearing many hats— the challenge of planning for retirement on your own, managing rising health...
04/23/2025

Running a business means wearing many hats— the challenge of planning for retirement on your own, managing rising healthcare costs and irregular income, and finding it difficult to take time off when you're the one steering the ship.

A financial professional can help with a comprehensive retirement plan. With the right guidance, retirement planning can offer great confidence and reassurance.

It happens subtly. You get a raise, upgrade your car, start dining out more often, and book a more luxurious vacation. B...
04/22/2025

It happens subtly. You get a raise, upgrade your car, start dining out more often, and book a more luxurious vacation. Before you know it, your expenses have grown to match your income.

This is usually known as lifestyle creep, and while it might feel rewarding in the moment, it can silently derail your long-term financial goals.

Here’s how you can avoid the trap:
👉 Set Limits

👉 Pay Yourself First

👉 Stay Goal-Oriented

Financial growth isn’t just about earning more; it’s about making intentional choices with what you earn.

Happy Easter! May this season of renewal bring you hope, joy, and new beginnings. Enjoy this special time with your love...
04/20/2025

Happy Easter! May this season of renewal bring you hope, joy, and new beginnings. Enjoy this special time with your loved ones.

For affluent investors, building a comprehensive financial strategy means delving deeper than basic topics. Advanced top...
04/18/2025

For affluent investors, building a comprehensive financial strategy means delving deeper than basic topics.

Advanced topics—like managing cash flow, diversifying portfolios across traditional and alternative investments, understanding the true cost of capital, optimizing credit and leverage, and using debt strategically—can offer a significant edge in your wealth planning.

Balancing financial priorities as part of the "sandwich generation" can feel overwhelming, but a strategic approach can ...
04/16/2025

Balancing financial priorities as part of the "sandwich generation" can feel overwhelming, but a strategic approach can help. Regular financial check-ins can help ensure you're staying on track while managing competing responsibilities. Working with a financial advisor can provide clarity, helping you create a plan that supports both your loved ones and your future.

For wealthy families, financial literacy isn’t just about numbers—it’s about values, responsibility, and legacy. Teachin...
04/14/2025

For wealthy families, financial literacy isn’t just about numbers—it’s about values, responsibility, and legacy. Teaching children to save early lays the foundation for a lifetime of thoughtful financial decisions.

1️⃣ Set the Example: Share stories of how your family prioritizes saving or investing—children learn by watching.

2️⃣ Make Saving Tangible: Use tools like jars, accounts, or apps to help them visualize their progress toward a goal.

3️⃣ Talk About the Bigger Picture: For older children, discuss how saving impacts long-term goals like investments, education, or even giving back to causes they care about.

It’s never too early to instill these lessons. What strategies have worked for your family when teaching the value of saving?

Wishing you a joyful Passover filled with renewal, hope, and freedom. As we reflect on new beginnings, may this season i...
04/12/2025

Wishing you a joyful Passover filled with renewal, hope, and freedom. As we reflect on new beginnings, may this season inspire you and your loved ones to embrace the opportunities that lie ahead. Happy Passover!

Address

11-3014 Henderson Highway
East St. Paul, MB
R2E0H9

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2:30pm

Telephone

+12043399211

Website

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