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204.257.9100
nault.group@igpwm.ca
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You’ve worked hard to build your wealth. We can help keep it working hard for your family for years to come.

Whether it’s helping your children buy a first home, transitioning the family business, or passing on a vacation property, developing a sustainable financial plan to manage family wealth effectively and efficiently requires specialized advice and a team of experts.
 

 

We also understand that although open family conversations about finances can be difficult, they can also enhance your family’s future financial well-being and relationships. (In some families, conversations about money never take place. As a result, beneficiaries are often unaware of their future financial situation until after a parent’s passing.) Our team can help you have a relaxed and constructive family discussion about shared values and goals that will clarify everyone’s needs and improve family communication.

In a relaxed conversation, we will address topics including:

  • Inheritance
  • Taking care of loved ones
  • Legacy
  • Wills and wishes
  • Business succession/transition planning

We invite you to speak with us today about creating a customized tax-efficient strategy to transfer your wealth in a way that reflects your wishes.

Testimonials

 Treena is a consummate professional. She is very knowledgeable about our portfolio & really strives to match our financial goals to our investments. We feel Treena has our best interests at heart & really knows us as people. She & her team communicate clearly & always follow through on their commitments. We are very fortunate to have Treena as our investment advisor. 

Clients, Recently Retired

 Treena takes the time to get to know you and your financial goals, and explains complex investment and financial information in easy, understandable terms. We have never been made to feel like "just another client". Over the past 15+ years, Treena has helped our investment portfolio become better organized, and our retirement path very clear. We've been able to achieve more than we expected with her big picture analysis, wealth management experience and financial planning guidance. We have recommended her to several friends. 

Client, President & CEO

“Nault Group has proven that they are a trusted and knowledgeable team.”

 Client, Retirees

“I would recommend Nault Group to anyone who asked.”

Client, Physician

“Creative in their thinking and responsive to client needs.”

Client, Retired Business Owner

“They are client focused, take interest in ones personal life, and provide sound financial advice.”

Client, Recently Widowed

“Solid relationship built on trust and transparency.”

Owner, Local Accounting Firm

“They have a customer centric culture which is embraced by all members of the team.”

Principal, Collaborative Family Law Firm

“I enjoyed our meeting. You are so positive and it is a pleasure connecting with you!”

Client, Retired Health Care Worker
 

“My husband and I sleep well at night knowing that ours and children’s future, including our special needs child’s future, is being so skillfully managed.”

Client, Executive
 

“Thank you for the excellent detailed summary of our goals, plans and accounts! We were talking after our meeting about how much confidence we have in your team.”

Client, University Professors

Address

  • Nault Group Private Wealth Management
  • 201 Portage Avenue, Unit 2000
  • Winnipeg, MB R3B 3K6
  • Investors Group Financial Services Inc.

Contact

  • 204.257.9100
  • nault.group@igpwm.ca

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