Welcome

Mahoney-Kennedy Wealth Management is a premier team of financial advisors in Winnipeg, specializing in delivering exceptional wealth management services. We offer comprehensive, tailored solutions for families and businesses across Winnipeg, Manitoba, and beyond. Backed by the extensive resources of BMO Private Wealth and BMO Nesbitt Burns, our expert services in personal wealth planning, private wealth planning and institutional wealth management are designed to optimize growth, ensure protection, and facilitate seamless wealth transitions. Committed to integrity, collaboration, and excellence, our advisors build lasting partnerships to help you grow, protect, and transition your wealth across generations.

 

Meet the Team

Our Approach

Mahoney-Kennedy Wealth Management, we deliver a personalized wealth experience that aligns with your goals and values. We are strongly positioned to deliver an exceptional experience to you and your family or business with integrity, collaboration and commitment. Our commitment is to support the achievement of the goals you envision for you and your family's future. We will work closely with you to plan, grow, protect and transition your wealth with a wide range of specialized disciplines and services to help you reach your goals.

Our Services

At Mahoney-Kennedy Wealth Management, we provide a comprehensive suite of financial services specifically designed for high-net-worth individuals, families, and businesses. We specialize in guiding clients through key areas such as investment management, tax planning, and business transition. We aim to drive growth, ensure protection, and facilitate successful transitions. Explore our range of tailored services to confidently achieve your financial goals with the expertise of Winnipeg’s top financial planners and investment advisors.

Wealth planning

Partner with our expert financial advisors, skilled in financial planning, to design a tailored wealth plan that supports your retirement and financial goals throughout every stage of life.

 

Investment management

Explore a range of investment strategies, from self-directed to advisory and discretionary options, to meet your financial goals.

 

Private Banking

Receive tailored private banking services from a dedicated Private Banker at BMO Private Wealth.

 

Tax planning

Get expert tax planning advice to enhance your wealth management strategy and financial decisions.

 

Institutional Wealth Management

Unlock business growth potential with our seasoned professionals who craft innovative and practical solutions to optimize asset performance and drive your institution’s success.

Trust and estate services

Benefit from our comprehensive trust and estate services to guide you through multi-generational wealth decisions.

 

Farm Succession Planning

Ensure a seamless farm transition with our strategic farm succession planning services.

 

Family education

Educate your family on financial management basics with our wealth advisory group and financial planning specialists.

 

Business Transition

Prepare your business for a successful future with our specialized business transition and wealth management services.

 

Philanthropy

Translate your values into impactful charitable actions with our expert philanthropy services.

 

BMO Family Office

Create and make decisions that bring your family closer to its goals, guiding you through the complexities of managing substantial wealth.

Get In Touch With Us

If you would like to have a member of our team contact you, please fill out this brief form.