THE RIGHT ADVICE WEALTH MANAGEMENT
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We help you create and achieve your financial goals

The Process

We provide our clients with knowledge, unbiased choices, and transparency.

​These three simple, yet complex areas, allow us to build a strong foundation to create a solid wealth plan suitable to your specific values, goals, and objectives.
Our motto is to educate and to listen:
  • By educating our clients; we establish confidence, understanding, and respectful long-term relationships.
  • By listening, we are mindful of everyone’s short-term and long-term (changing and stationary) needs.​ Your needs are my priority.
Education is the most powerful weapon, which you can use to change the world.

​  - Nelson Mandela

​The advisory relationship consists of a realistic, relatable, organic, and approachable planning. ​

A deep analysis of your finances takes place to develop an action plan to achieve your financial goals.  This is then consistently monitor over time for any changes and/or updates.
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Office Address

1682 Grant Avenue - Unit 4
Winnipeg, MB
R3N 0M7

​Phone    (204) 415-2245 
Fax          (204) 219-7459
​​Email       glz@shaw.ca


Monday to Friday - ​9:00am to 5:00pm
  • Home
  • Products & Services
    • Investments
    • Insurance
  • About Us
  • Contact Us