Brenden Benoit

Brenden Benoit

Senior Financial Planner

CFP®

Building your financial future – together

Contact me

Phone

Office

(204) 272-5225

Office Location

1114 Corydon Ave Winnipeg, MB R3M0Y9. map

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I have been working in the financial services industry since 2011. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the St. Vital area of Winnipeg. Since 2015, I have focused exclusively on financial planning and fostering strong client relationships.

I hold the Certified Financial Planner (CFP®) designation offered by FP Canada.

I look forward to working with you to help you achieve your personal financial goals.

Certificates

CFP®

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

We See The Whole You

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies

The effectiveness of your financial plan depends on how much you share with me.

  1. I will want to get to know you, understand your goals, and your financial position.
  2. Knowing your assets, debts, and expenses would help make your first meeting productive.

  1. Creating budgets for your big purchases.
  2. Helping you grow your wealth by investing in products that suit your needs and risk tolerance.
  3. Minimizing your taxes with tax planning.
  4. Planning for your retirement by taking advantage of various savings and investment accounts.
  5. Setting up your legacy by creating an estate plan.

Step 1: Define your financial goals and when you want to achieve them.

Step 2: Gauge your financial position by knowing your income, expenses, and debts.

Step 3: Explore investment opportunities that align with your risk tolerance and the length of time you plan to hold the investment.

Step 4: Create a financial plan with timelines to achieve your goals.

Step 5: Review and adjust your plan as your goals evolve.

Retirement planning

We can offer strategies to help you become retirement-ready by discussing questions like:

  1.  How much income is needed for the retirement you aspire to?
  2. How can you save enough to fund your retirement?
  3. How can you reduce taxes during retirement?
  4. When should you start taking your government benefits?

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

TD Wealth Specialists work with your family and, when required, tax and legal advisors, to answer questions about:
• Wills, trusts, and estates
• Executor and trustee services
• Strategies to balance your priorities and charitable goals