Nault Group Private Wealth Management

Nault Group Private Wealth Management IG Private Wealth Management Nault Group (Winnipeg, Manitoba), we offer a holistic approach to financ Treena Nault - CERTIFIED FINANCIAL PLANNER®.

IG Wealth Management Inc. Mutual Fund Division

Welcome to Nault Group Private Wealth Management based out of Winnipeg, Manitoba. We are a team of financial planning professionals working with clients who are fully committed to achieving their financial success. We use strategies designed to fit your unique needs—whether personal or business. With over 30 years of experience, our team will help yo

u build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure each part of your financial picture is included in your comprehensive living plan. We understand your time is precious. That is why we will clarify outcomes with straightforward, easy-to-understand advice and practical solutions. As your life moves through different phases, our flexible process and team will respond to you - as your circumstances change, dreams evolve and priorities adapt. For you, this means more time to enjoy your life with the confidence that your financial well-being is in good hands.

One of the things I enjoy most about this work is that financial planning isn't just about numbers, it often starts with...
07/20/2026

One of the things I enjoy most about this work is that financial planning isn't just about numbers, it often starts with life's biggest milestones.

I recently had the opportunity to speak with Wealth Professional Canada about weddings and the role they can play in shaping a couple's financial future.

While weddings are certainly a time for celebration, they're also one of the first major financial decisions many couples make together. The conversations around budgeting, shared goals, and balancing what's meaningful with what's affordable can set the tone for many of the financial decisions that follow.

As I shared in the article, I believe these moments are an opportunity to help clients build not only a financial plan, but a strong foundation for the future they're creating together.

Thank you to Wealth Professional for including me in this conversation. 🤍

You can read the full article here!
https://loom.ly/omDkacQ

Exciting news from our family business!As our team continues to grow, we're thrilled to formally welcome Evan Coates, an...
07/17/2026

Exciting news from our family business!

As our team continues to grow, we're thrilled to formally welcome Evan Coates, an experienced, fully licensed financial advisor who recently joined our team.

We're also excited to share that Sydney & Evan will be welcoming a new addition to their family and Sydney will begin maternity leave in November.

The addition of Austin Nault last year and Evan this year strengthens our commitment to long-term continuity, trusted advice, and exceptional service for the individuals and families we are privileged to serve.

Thank you for your continued trust and support.

Helping individuals and families today, while building a legacy for tomorrow. 💙

It was great to be back on the course for this year's IG Wealth Management golf tournament in support of Hockey Helps th...
07/14/2026

It was great to be back on the course for this year's IG Wealth Management golf tournament in support of Hockey Helps the Homeless!

One of our favourite parts of events like this, is the opportunity to spend time with such wonderful colleagues while supporting a cause that makes a real difference in our communities.

Last year, our team managed to come away with the low score. This year... let's just say we focused a little more on the conversations than the competition! 😉

A great day for a great cause. Thank you to everyone who helped make it happen.

One of the joys of retirement can be having the freedom to travel when it works best for you.Whether it's visiting famil...
07/09/2026

One of the joys of retirement can be having the freedom to travel when it works best for you.

Whether it's visiting family, exploring somewhere new, or finally taking the trip you've been talking about for years, these experiences are often what people look forward to most.

When we work with clients, we often discuss how travel and other meaningful experiences can fit comfortably into a long-term plan. Because retirement isn't just about preserving wealth, it's about having the confidence to enjoy it.

If travel is part of your vision for retirement, we'd be happy to help you explore how it fits into the bigger picture.

Introducing LegacyNex ✨When we think about legacy planning, it's often focused on the financial side. But what about you...
07/07/2026

Introducing LegacyNex ✨

When we think about legacy planning, it's often focused on the financial side. But what about your values? Your life lessons? The experiences that shaped who you are?

LegacyNex helps clients preserve something equally important: their voice.

Through guided conversations and professionally written legacy narratives, families can capture the wisdom behind the wealth they plan to pass on. Because sometimes, the most meaningful inheritance isn't financial at all.

If this resonates with you, we'd love to share more about this exciting new offering! https://www.legacynex.com/

Wishing you a relaxing day spent however you enjoy it best this summer! We're grateful to live and work in communities t...
07/01/2026

Wishing you a relaxing day spent however you enjoy it best this summer!

We're grateful to live and work in communities that value connection, resilience, and are looking out for one another.

Have a safe and enjoyable Canada Day! 🇨🇦

For those of you who know me, you know I’m a big fan of journaling. I always date the page, and include the year, so I c...
06/30/2026

For those of you who know me, you know I’m a big fan of journaling. I always date the page, and include the year, so I can go back and reflect on my thoughts, my growth… and occasionally wonder what on earth I was thinking at the time. 😊

Two years ago, I started a new practice. Beside the year, I began writing: “Best Yet.”

Not “best ever,” because I fully plan on outdoing myself year after year.

And I have to say - since starting that practice, each year truly has been better than the last.

So many amazing things are happening in life (and in business). What’s meant for me feels like it’s multiplying. And what isn’t meant for me? It’s becoming easier to release, falling away in ways that feel aligned and for my greatest good.

If there’s one thing that has made the biggest difference over the years, it’s mindset. Yes - exercise, nutrition, business planning, coaching… they all matter. They’re all part of the process. But without the right mindset, none of those things truly land or create lasting change.

Mindset is the foundation, and it’s something I keep practicing every single day. Some days are strong and focused… and some days are “we’re doing our best and that counts too.” And I’ve learned both are part of the journey.

Today is my 57th birthday, the start of my 58th year, and another opportunity to live my Best Yet.

I’m so grateful to share this journey with my family, friends, clients, and all of you. You make the “Best Yet” even better.

Here’s to your Best Yet, too. 🥂

I’d love to hear, what helps you stay grounded in a positive mindset?

Good planning isn’t about expecting the worst.It’s about creating flexibility and preparedness so life feels more manage...
06/29/2026

Good planning isn’t about expecting the worst.

It’s about creating flexibility and preparedness so life feels more manageable when unexpected things happen.

That peace of mind is often one of the most valuable parts of having a thoughtful plan in place.

If you’re wondering whether your current plan truly accounts for life’s uncertainties, we’d be happy to talk it through. https://www.naultgrouppwm.ca/connect-us

Over time, our financial lives can become more complicated than they need to be. Multiple accounts, outdated documents, ...
06/25/2026

Over time, our financial lives can become more complicated than they need to be. Multiple accounts, outdated documents, scattered information, it happens gradually. When we work with clients, one of the things we often focus on is simplifying and organizing things in a way that creates clarity and confidence.

If that resonates with you, this is a great time to revisit it! https://www.naultgrouppwm.ca/connect-us

Sometimes what people need most isn’t more information, it’s confidence in the decisions they’re already considering.Tha...
06/23/2026

Sometimes what people need most isn’t more information, it’s confidence in the decisions they’re already considering.

That’s where perspective, experience, and thoughtful guidance can make a real difference.

If you’ve been weighing a financial decision and would value a second perspective, we’d be happy to connect!

Reach out here: https://www.naultgrouppwm.ca/connect-us

Address

Winnipeg, MB

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 - 4:30pm

Alerts

Be the first to know and let us send you an email when Nault Group Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share