Prospeo
Hero Section BackgroundHero Section Background
Family Wealth Group

Family Wealth Group Email Formats

Financial ServicesFlag of CAWinnipeg, Manitoba, Canada1-10 Employees

Family Wealth Group Email Formats

Family Wealth Group uses 1 email format. The most common is {first name} (e.g., john@familywealthgroup.ca), used 100% of the time.

FormatExamplePercentage
{first name}
john@familywealthgroup.ca
100%

Key Contact at Family Wealth Group

Flag of US

Paul Metzler

Chief Executive Officer

Company overview

Headquarters2165 Henderson Hwy, Winnipeg, Manitoba R2G 1P9, CA
Phone number+12043399211
Website
NAICS52
SIC628
Keywords
Risk Management, Investment Planning, Portfolio Management, Philanthropy, Continuity Planning, Estate And Tax Planning, Business Family Dynamics, Family Enterprise Strategy
Founded1979
Employees1-10

About Family Wealth Group

We are a privately owned, relationship-based, boutique wealth management firm located in Winnipeg, Manitoba, Canada. As a family-owned business ourselves, we have grown to understand the value and importance of passing down financial guidance from one generation to the next. We are committed to the families we serve with the ultimate goal to help them find financial peace of mind, no matter what age and no matter what is going on in the world around us. Built Upon Family: Our partnership is rooted in family, shared family values, and respect for one another. This foundation has allowed us to guide families who may be transitioning their business to the next generation, and to support families and professionals with dynamic and complex financial structuring. Our Goal: Our goal is to create long-term connections with the families we work with. We enjoy taking the time to explain our process and understand what is important to each client. Through thorough analysis we create long-term strategies, and implement the detailed processes to achieve them. Relationship Based: As a relationship-based wealth management firm we understand the importance of cultivating mutual trust. We sit down, get to know you and your preferences, where you are today, your history, and where you see yourself in the future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Family Wealth Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Family Wealth Group has never raised funding before.

Frequently asked questions

Family Wealth Group is located in Winnipeg, Manitoba, CA.
You can reach Family Wealth Group at +12043399211.
Family Wealth Group was founded in 1979, making it 47 years old. The company has established itself as a significant player in its industry over this time.
Family Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles