Families with older children need a wise cash flow management plan to help contend with rising expenses.
Read moreNo financial strategy is complete without a plan to protect loved ones from financial loss.
Read moreWise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read moreA detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read moreRetirement today comes with many possibilities. We can help you make the most of every opportunity.
Read moreA wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Read moreStarting out with a firm financial foundation is a great strategy for building a solid relationship.
Read moreFew things in life are more rewarding than helping the next generation get a great education.
Read moreMinimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Read moreRunning a successful business can be one of life's most rewarding experiences.
Read moreYou've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
Wayne and Irina H.
Our meeting with Cory was the same as always, with Cory being helpful, knowledgeable, prepared and honest. Excellent advice from an honest and fair source.
Tom and Edith
Our meetings with Cory have been informative and thorough. We trust all his input. I always felt that you need a mega portfolio to have a financial advisor, but I was wrong. Cory has handled our questions and concerns with professionalism. We have nothing but confidence with him and Crescent Financial.
Anna Marie
I would give Crescent Financial a 5-star rating for my recent appointment. I appreciated the great safety measures your office has in place in support of the current COVID-19 restrictions. I also am grateful that I was able to come into the office for an in-person meeting with Kevin.
Sandy R.
I always appreciate speaking with Kevin, it means a lot to me that he takes the time to help put my mind at ease about our future with finances.
We serve individuals, families and business in Western Canada from our offices based in Manitoba. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.