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.

Wealth isn’t just something to preserve, it’s something to use intentionally. ✨To support your lifestyle. Your family. Y...
05/28/2026

Wealth isn’t just something to preserve, it’s something to use intentionally. ✨

To support your lifestyle. Your family. Your experiences.

When we work with clients, we focus on aligning your resources with what matters most to you.

If you’ve been thinking about what that looks like in your life, let’s connect. https://www.naultgrouppwm.ca/connect-us

Selling a business is one of the most significant decisions an owner will make, and finding the right buyer goes far bey...
05/27/2026

Selling a business is one of the most significant decisions an owner will make, and finding the right buyer goes far beyond valuation. It’s about legacy, continuity, and ensuring what you’ve built continues in the right hands.

This article explores some of the key considerations when preparing for that transition, including how to evaluate potential buyers and what “the right fit” really means for your goals and future plans.

When we work with business owners, our approach always starts with the bigger picture - not just the transaction itself, but what comes next for you, your family, and your long-term vision.

A thoughtful read for anyone beginning to think about succession or transition. 👉🏻 https://loom.ly/UHB5tYg

I was recently honoured to learn that I have been nominated for the 35th Annual Woman Entrepreneur of the Year Awards. A...
05/26/2026

I was recently honoured to learn that I have been nominated for the 35th Annual Woman Entrepreneur of the Year Awards.

As someone who has spent over three decades building a practice centered on relationships, trust, and helping clients navigate important life transitions, this recognition is incredibly meaningful. While my name may be on the nomination, this achievement reflects the support of so many people - our wonderful clients who place their trust in us, my incredible team who make the work we do possible every day, and the family, friends, and colleagues who have encouraged me throughout the years.

I feel very fortunate to do work that I genuinely love, alongside people I deeply respect.

Thank you to the Winnipeg Women's Community for this honour, and congratulations to all of the remarkable women who have been nominated this year. Manitoba is home to an incredible community of entrepreneurs, leaders, and changemakers, and I am grateful to be included among them. 🤍

Many of us have seen firsthand the impact dementia can have on individuals and families.That's why our team is once agai...
05/25/2026

Many of us have seen firsthand the impact dementia can have on individuals and families.

That's why our team is once again proud to support the Alzheimer Society of Manitoba through the IG Wealth Management Walk for Alzheimer's. The funds raised help provide education, support, community programs, and research that make a meaningful difference for those living with dementia and the people who care for them.

To help amplify our impact, I will personally match donations made through our team page, up to $5,000.

If you'd like to support this important cause, donate, register, or join us for the walk through the link below. Every contribution helps. 🤍 https://loom.ly/ofQkJ6I

What our clients are asking. 🤍“How do I plan for travel and extra spending without disrupting everything else?”It’s a gr...
05/21/2026

What our clients are asking. 🤍

“How do I plan for travel and extra spending without disrupting everything else?”

It’s a great question, especially this time of year. Our approach is to build flexibility into your plan from the start, so these moments don’t feel like trade-offs. They feel like part of the plan.

If you’re heading into a season of travel or lifestyle spending and want clarity around it, let’s connect! https://www.naultgrouppwm.ca/connect-us

Many of the clients we work with are balancing their own plans while supporting aging parents.It’s a complex and often e...
05/19/2026

Many of the clients we work with are balancing their own plans while supporting aging parents.

It’s a complex and often emotional space - financially and personally. When we work with clients, we help navigate those conversations and decisions in a way that feels manageable.

If this is part of your life right now, you don’t have to figure it out alone. Reach out here! https://www.naultgrouppwm.ca/connect-us

Wishing you a wonderful May long weekend from all of us at Nault Group Private Wealth Management! We hope you’re able to...
05/15/2026

Wishing you a wonderful May long weekend from all of us at Nault Group Private Wealth Management!

We hope you’re able to enjoy a bit of extra time to relax, recharge, and spend time with the people who matter most. 🤍

For many approaching retirement, the question is often not “Do I have enough?” - it’s “Am I allowed to enjoy it?”That’s ...
05/12/2026

For many approaching retirement, the question is often not “Do I have enough?” - it’s “Am I allowed to enjoy it?”

That’s where thoughtful planning makes a difference. When we work with clients, we help create clarity around what’s sustainable, so spending can feel intentional, not uncertain.

If this is something you’ve been thinking about, we’re always here to talk it through! https://www.naultgrouppwm.ca/connect-us

Built on love, trust, and a whole lot of hard work.  We’re so proud to work alongside our mom, not just on Mother’s Day,...
05/10/2026

Built on love, trust, and a whole lot of hard work.

We’re so proud to work alongside our mom, not just on Mother’s Day, but every day. She’s taught us what it means to lead with heart, show up with integrity, and support each other through it all.

Grateful for the bond we share both personally and in this business.
Happy Mother’s Day! 🤍

- Sydney & Austin

There’s a common feeling we hear in conversations:“I know I should look at this… I just haven’t gotten around to it yet....
05/07/2026

There’s a common feeling we hear in conversations:
“I know I should look at this… I just haven’t gotten around to it yet.”

And it’s understandable. Life is busy, and financial planning doesn’t always feel urgent - until it does. Over time, waiting can quietly become its own decision. Not because anything goes wrong, but because opportunities for clarity, structure, and confidence get pushed further down the road.

When we work with clients, our approach is to make that first step feel simple and manageable - not overwhelming. Because starting the conversation is often the hardest part.

If something has been sitting in the back of your mind for a while, this might be a good time to revisit it. We're always here for you, when you're ready!
https://www.naultgrouppwm.ca/connect-us

Protecting your wealth isn’t just about today, it’s about how it’s passed on.This article shares a thoughtful perspectiv...
05/05/2026

Protecting your wealth isn’t just about today, it’s about how it’s passed on.

This article shares a thoughtful perspective on how permanent life insurance can play a role in protecting your estate and creating tax-efficient outcomes.

When we work with clients, our approach to legacy planning is always personalized, because every family and every goal is different.

If this is something you’ve been meaning to explore, this is a great read!👇🏻 https://www.ig.ca/en/insights/how-to-use-permanent-life-insurance-to-protect-your-estates-wealth

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

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