The Sutton Thiessen Stiver Wealth Group provides investment management, retirement and estate planning services for business owners, executives, farmers, and their families. Our typical client relationship involves more than one generation of the family to ensure that wealth is preserved and enhanced within the current and future family tree.
Institutions and non-profit organizations utilize our investment management expertise to ensure their assets meet preservation and capital growth aspirations now and in perpetuity. The roots of our wealth group go back to 1974 and we are proud to work with clients across Canada, the United States, and Europe from our office based in Winnipeg.
Our wealth group prepares and implements tax efficient investment, retirement, and estate planning strategies for our family clients. These strategies are tailored to fit the family dynamic and are achieved by collaborating with other trusted client advisors such as their accountants and lawyers. When working with client relationships that span multiple generations of the same family it is vital to understand what is important to each family member to provide personalized advice. The Sutton Thiessen Stiver Wealth Group has six investment industry professionals with a diverse demographic make-up, providing comfort for all family members to engage with our advisory team.
Our portfolio managers construct investment strategies to meet the requirements of the organization and its Investment Policy Statement (IPS). We manage these investment assets within the guidelines of the IPS utilizing our discretionary process for institutions and non-profit organizations.
We are to pleased to provide peripheral services for Charitable Non-Profit Organizations to facilitate the receipt of donated securities by working directly with donors and their advisors where applicable.
