Personalized Service and Results
Over 80 years of combined experience
Based out of Winnipeg and working with clients across Canada, The Sutton-Thiessen Wealth Advisory Group draws on over 80 years of combined experience in the investment and financial services industry to create personalized investment strategies combined with professional wealth planning designed to fit your unique situation.
Understanding your unique needs
The Sutton-Thiessen Wealth Advisory Group specializes in wealth management services for business owners, executives, farmers and their families. Working closely with clients and their team of experts, including tax and legal advisors we work to create personalized strategies to achieve the desired financial goals. Understanding your specific situation allows our group to prepare tailored strategies to help preserve and grow wealth, provide the necessary income now and into the future, protect your lifestyle, and transfer the legacy of your net worth efficiently to your desired beneficiaries.
Peace of Mind
The Sutton-Thiessen Wealth Advisory Group offers all of our clients a wide array of services and investment options to provide you with peace of mind. Our clients receive access to:
- Personal investment advice from a Wealth Advisory Team with experienced portfolio managers
- Top ranked investment research
- Discretionary portfolio management
- Complimentary financial planning, retirement income planning and estate planning services
- Efficient tax management
- Regular, consistent contact and portfolio reviews
- Independent and objective advice
- Personalized portfolio solutions
- Disciplined investment and financial planning process
- Strong governance for client peace of mind
- Clear reporting for greater accountability & online access 24/7 to your accounts
- Competitive, transparent fees
Expertise for today’s markets
Today’s financial markets are growing increasingly complex; the advice and expertise of a knowledgeable Wealth Advisory Group or investment professionals can help you navigate and succeed in today’s investment marketplace. The Sutton-Thiessen Wealth Advisory Group has the knowledge and expertise to help you prosper in these uncertain financial times with solid advice, a personalized investment plan and a deeper understanding of you, your family and your goals.