Offering a wide variety of financial services, Pallister Financial has distinguished itself as a leading financial advisor in the communities of the Central Plains. Over the years, the company has earned a superior reputation for technical expertise in the areas of retirement, estate and succession planning.
Pallister Financial was founded in 1980 by Brian Pallister. Brian started in the financial services industry at the age of 25. In 1992 he entered politics and has since served Manitoba with passion and determination. Brian's expertise and compassionate ideals led Pallister Financial through more than a quarter century of outstanding service.
Pallister Financial was founded in 1980 by Brian Pallister. Brian started in the financial services industry at the age of 25. In 1992 he entered politics and has since served Manitoba with passion and determination. Brian's expertise and compassionate ideals led Pallister Financial through more than a quarter century of outstanding service.
Services
At Pallister Financial, we take pride in helping our clients identify their goals, set a course to achieve them and get the job done. With access to the leading financial services companies in Canada, we choose from the highest quality financial products to suit your individual needs. We want to find the perfect product to fit your financial plan.
Many small business and farm owners will plan for retirement in the next decade. Yet over 90% of small business owners do not have a comprehensive retirement, estate and succession plan. Pallister Financial specializes in helping family businesses through their succession process. Our comprehensive planning service is called GO WEST: Well Executed Strategic Transitions.
Designing a comprehensive financial plan is one of the most important steps your family business can take. Higher Profits - good planning increases efficiency, motivates your successor, and creates the opportunity for new ideas to enter the business. Increased Financial Stability - creating a plan means that future business decisions become easier to make-it's about knowing where you want to go and how to get there.
The challenges of yesterday are not so different from today. As a retiring couple, you may be unsure of your retirement income. As a successor, you may be unsure of your future in the family business. As parents, you may feel the challenge of balancing your estate among your heirs. At Pallister Financial, we understand that there is one thing that defines successful successions: good planning.
As a full-service financial firm, our passion is to help our clients achieve their retirement, estate and succession planning goals. With over 30 years of experience in Manitoba, we work with small and medium size business, professionals, and individuals in communities across the Central Plains. Our team would love the opportunity to work with you.
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