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You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
Our meetings with Cory have been informative and thorough. We trust all his input. I always felt that you need a mega portfolio to have a financial advisor, but I was wrong. Cory has handled our questions and concerns with professionalism. We have nothing but confidence with him and Crescent Financial.
I would give Crescent Financial a 5-star rating for my recent appointment. I appreciated the great safety measures your office has in place in support of the current COVID-19 restrictions. I also am grateful that I was able to come into the office for an in-person meeting with Kevin.
We serve individuals, families and business in Western Canada from our offices based in Manitoba. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.