Nault Group Private Wealth Management

Nault Group Private Wealth Management Treena Nault - Senior Wealth Advisor. IG Wealth Management Inc. We use strategies designed to fit your unique needs—whether personal or business.

My role is to bring clarity when life feels uncertain, ask the questions that others don’t and help clients move forward with confidence – knowing their financial decisions reflect both their values and the legacy they want to leave. 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. With over 30 years of experience, our team will help you 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.

There is no shortage of financial advice online.One article says one thing. Another says something completely different....
09/01/2026

There is no shortage of financial advice online.

One article says one thing. Another says something completely different.

The challenge isn't necessarily finding information. It's knowing which information actually applies to you. Your age, goals, family, timeline, resources, and priorities all matter. That's why we believe financial advice should begin with understanding the person, not simply the numbers.

If you're looking for advice that's specific to your situation, let's connect. 🤍 https://www.naultgrouppwm.ca/connect-us

As another summer begins to wind down, we're reminded that thoughtful planning isn't about predicting the future. It's a...
08/27/2026

As another summer begins to wind down, we're reminded that thoughtful planning isn't about predicting the future. It's about feeling prepared for whatever the future brings.

If you're thinking about what's next - for yourself, your family, or your retirement, we'd be honoured to be part of that conversation. 🤍

https://www.naultgrouppwm.ca/connect-us

What Our Clients Are Asking 🤍"Should I be downsizing?"Summer often brings conversations about lifestyle changes - and fo...
08/25/2026

What Our Clients Are Asking 🤍

"Should I be downsizing?"

Summer often brings conversations about lifestyle changes - and for many people, that includes evaluating whether their current home still fits the life they envision moving forward.

The answer isn't always straightforward.

When we work with clients, we explore both the financial and personal considerations to help determine what feels right.

If this question has been on your mind, we're always happy to talk it through. https://www.naultgrouppwm.ca/connect-us

Life changes. Families grow. Priorities evolve.Your financial plan should evolve, too. When we work with clients, we don...
08/20/2026

Life changes. Families grow. Priorities evolve.

Your financial plan should evolve, too. When we work with clients, we don't believe in creating a plan once and putting it on a shelf. We believe in building relationships that continue to grow alongside you.

If it's been a while since you've revisited your financial plan, we'd be happy to help you make sure it still reflects your goals and the life you're living today.

https://www.naultgrouppwm.ca/connect-us

What Our Clients Are Saying 🤍"Thank you for your very comprehensive financial review. It's always a pleasure meeting wit...
08/18/2026

What Our Clients Are Saying 🤍

"Thank you for your very comprehensive financial review. It's always a pleasure meeting with you. I so value your recommendations and support."

One of the things we believe most strongly is that financial planning should leave you feeling informed and confident, not overwhelmed. When we work with clients, our goal is to provide thoughtful guidance, answer questions along the way, and ensure every conversation leaves you with clarity about what comes next. We're grateful for the trust our clients place in us every day.

If you're looking for a team that takes the time to understand your goals, we'd love to connect. https://www.naultgrouppwm.ca/connect-us

One of the best parts of this work is the relationships we've built over the years.Summer often gives us a chance to slo...
08/13/2026

One of the best parts of this work is the relationships we've built over the years.

Summer often gives us a chance to slow down just enough to appreciate those conversations, reconnect with clients, and reflect on how fortunate we are to do work that truly matters.

Thank you for continuing to place your trust in our team. 🤍

Many women are balancing multiple roles: supporting aging parents, helping adult children, and planning for their own fu...
08/11/2026

Many women are balancing multiple roles: supporting aging parents, helping adult children, and planning for their own future.

It's a lot.

When we work with clients, we recognize that planning isn't happening in isolation, it needs to reflect the realities of everyday life. If this sounds familiar, you're not alone.

We're here to help! 🤍

If time and finances weren't limiting factors, how would you spend your days?It's one of my favourite questions to ask c...
08/06/2026

If time and finances weren't limiting factors, how would you spend your days?

It's one of my favourite questions to ask clients approaching retirement.

The answer is rarely about numbers. More often, it's about family, travel, volunteering, hobbies, new experiences, or simply having more freedom over how time is spent. Because planning isn't just about preparing financially. It's about preparing intentionally for the life you want to live.

When we work with clients, we start with those conversations first. Understanding what matters most helps shape the plan that supports it.

If you're beginning to think about what your next chapter could look like, we'd be happy to have that conversation.

Connect here! https://www.naultgrouppwm.ca/connect-us

Over the years, financial lives naturally become more complex.Different accounts. Changing priorities. Career transition...
07/30/2026

Over the years, financial lives naturally become more complex.

Different accounts. Changing priorities. Career transitions. Retirement planning. Supporting family members. Navigating major life events.

It's not unusual for people to reach a point where they feel like they have a lot of moving pieces, but aren't entirely sure how everything fits together.

When we work with clients, one of our goals is to simplify where we can. That might mean consolidating accounts, revisiting old strategies, or simply helping bring greater clarity to the bigger picture.

Because confidence doesn't come from complexity - it comes from understanding what you have, why you have it, and how it supports the life you want to live.

If you've been wondering whether your financial life could be simpler, clearer, or better aligned with your goals today, we'd be happy to have that conversation. https://www.naultgrouppwm.ca/connect-us

What Our Clients are Saying! 🤍"Thanks so much, Treena! I love receiving these summaries of our meetings with the action ...
07/28/2026

What Our Clients are Saying! 🤍

"Thanks so much, Treena! I love receiving these summaries of our meetings with the action items! We will be in touch."

One of the things I value most is making sure our clients leave meetings with clarity, not just around the conversation we've had, but around the next steps, too.

When we work with clients, our approach is rooted in thoughtful follow-through and communication. Because confidence often comes from knowing exactly where things stand.

If you're looking for an advisory relationship built on partnership and clarity, we'd love to connect! 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.

Shortcuts

Share