When Cascade Financial Group Inc was formed, its name was derived from what we deliver to our clients - a way to pass on wealth - to ourselves in the future, for retirement, to our children for education funding, and to our loved ones & business partners through wealth created through insurance when we are faced with a serious illness, disability, or death.
When Ralph formed the company in early 2009, after many years servicing clients as an individual, and after a serious personal illness, he realized that at some point, his clients would need a new advisor. About one year later, his son, Tanner, joined the business, followed by two associates, Tom Johnson & Hans Minish.
When Ralph formed the company in early 2009, after many years servicing clients as an individual, and after a serious personal illness, he realized that at some point, his clients would need a new advisor. About one year later, his son, Tanner, joined the business, followed by two associates, Tom Johnson & Hans Minish.
Services
In 1997, Ralph joined London Life as a Financial Security Advisor. From 2000-2002, he undertook the role of the Retirement & Investment Services Manager, assisting London Life representatives in Manitoba & Thunder Bay to develop investment portfolios for their clients. In 2002, he returned to the field as an Advisor, incorporating his practice in early 2009.
Tanner is the President at Cascade Financial Group which he joined in early 2010. Tanner is a Certified Financial Planner and works closely with his clients to help them develop and attain their unique financial goals. His philosophy with his clients is to educate and help guide them to reach their specific goals while making the process as stress free as possible.
Tom adds a personal touch when it comes to financial planning for his clients. He's passionate about educating families on the vast Canadian financial landscape and empowering them to make the right decisions. Tom graduated from the University of Manitoba with his Bachelor of Commerce (Honours) in 2010, starting his practice with Freedom 55 in 2011.
Clients value working with Hans because of his friendly, but straight forward approach. Hans understands the importance of always putting his clients first by providing the right advice for their family and their business. This approach has served him well since joining Freedom 55 Financial in 2010, and then the Cascade team in 2016.
The key to personal financial success is having a written financial plan. We listen to our clients and work with them to identify and understand their unique financial goals. This process enables us to design, then implement a plan to achieve those goals in a tax-efficient manner.
Whether you need a hand with protecting your family's lifestyle, saving for your child's education, designing a retirement income stream, or maximizing your legacy, our financial planning process will ensure you have a clear picture of the road ahead.For many Canadians, investing can be an intimidating topic.
Whether you need a hand with protecting your family's lifestyle, saving for your child's education, designing a retirement income stream, or maximizing your legacy, our financial planning process will ensure you have a clear picture of the road ahead.For many Canadians, investing can be an intimidating topic.
Reviews (10)
John Teye
Jan 30, 2022
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Tami D.
Jan 26, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
We are so grateful for Tom. He's helped us plan and prepare for our present and our future. He's friendly, approachable, and helps us understand where things are at (in every day language I can understand, when it comes to financial planning). We've referred family and friends and will continue to do that.
We are so grateful for Tom. He's helped us plan and prepare for our present and our future. He's friendly, approachable, and helps us understand where things are at (in every day language I can understand, when it comes to financial planning). We've referred family and friends and will continue to do that.
Sean Restall
Mar 13, 2021
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Positive: Professionalism, Quality
Hans was fantastic in assisting me in getting Critical Illness insurance for my kids and in helping me set up RRSP investments. He made the process for both smooth; and was happy to have discussions with me regarding the investment options available through Cascade Financial and tailoring one to my own liking.
Hans was fantastic in assisting me in getting Critical Illness insurance for my kids and in helping me set up RRSP investments. He made the process for both smooth; and was happy to have discussions with me regarding the investment options available through Cascade Financial and tailoring one to my own liking.
Whitney Friesen
Jan 18, 2021
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Hans is a very personable and friendly advisor. He explains everything you need to know in a very straight forward way. He truly wants to see each of his clients succeed and enjoys meeting and working with his clients! We always feel like our needs are being taken care of and Hans is easy to get ahold of if we have any questions. I highly recommend Hans to anyone who needs a knowledgeable hard working advisor.
Cliff Caners
Aug 23, 2020
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Ryan Olinyk
Jan 04, 2020
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David Schmidt
Jul 25, 2019
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RiverCity Hydroseeding
Jul 03, 2019
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We have been dealing with Cascade Financial for Just about a decade now. Tanner and Ralph have always provided excellent customer service to us as clients. If I ever needed to speak to them about a financial matter they made sure to get me in as soon as they could to go over what ever I needed. I highly recommend Cascade Financial to anyone.
Brad Martens
Jun 10, 2019
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I’ve had Tanner as my Financial Advisor for roughly 10 years now and he has been an absolute pro. He is very knowledgeable in all the areas of investing that I could ever have questions about. Whether it be life insurance, RRSP’s, TFSA’s, he made everything simple and easy to understand. I would highly recommend Cascade Financial for any investing needs.
Marc Badiou
Aug 10, 2017
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