LP Financial Planning Services Ltd

Open 9:00 AM - 5:00 PM (Mon) See Hours
senior-analyst-standing-in-front-of-financial-screens.jpg investor-computer-investment-charts.JPG bull-and-bear-stock-market-figures.jpg pink-piggy-bank-with-smartphone.jpg
LP Financial Planning Services Ltd. is a trusted mutual fund dealer located in Winnipeg, dedicated to helping clients reach their financial goals. With over 30 years of experience, our advisor team possesses the expertise required to navigate diverse financial landscapes, providing tailored advice that fits each client’s unique situation.

Our comprehensive approach ensures you receive strategic financial planning that encompasses investment strategies proven to yield results. At LP Financial, we believe in fostering trust through clear communication and personalized service as we guide you through your financial journey.
Our Services
At LP Financial, we specialize in providing comprehensive investment services.
✔️ Tailored financial planning to meet individual objectives
✔️ Ongoing portfolio reviews to ensure alignment with your goals
✔️ Expert strategies for minimizing investment taxes
✔️ Assistance in leaving a legacy through effective wealth transfer

Let us help you achieve financial clarity and confidence with our dedicated investment services.
Why Choose Us?
Choosing LP Financial Planning Services means prioritizing your investment success.
✔️ Over 30 years of industry experience
✔️ Personalized financial planning tailored to your needs
✔️ Clear and transparent communication throughout the process
✔️ Expertise in minimizing taxes on your investments
✔️ Dedicated to protecting and growing your wealth

Experience peace of mind with a financial partner that puts your goals first. Contact us today to start planning your financial future!
investment services financial planning winnipeg mutual fund dealer retirement planning wealth management tax minimization winnipeg financial advisors
Customer reviews
5 ★
0
4 ★
0
3 ★
0
2 ★
0
1 ★
0

No reviews yet.

Location & Hours:
1000 - 305
Winnipeg, MB R3C 3J7
  • Mon: Not Set Open
  • Tue: Not Set Open
  • Wed: Not Set Open
  • Thu: Not Set Open
  • Fri: Not Set Open
  • Sat: Not Set Open
  • Sun: Not Set Open