Carels Financial Services Inc. is an independent financial services firm with over 50 years of combined experience. We do not represent any single life insurance company or investment firm, which enables us to provide you with all of the options available from a vast array of companies. Financial security planning is about more than just saving for retirement.

It's also about helping protect what means the most to you and helping you achieve your short term goals. You've worked hard and done well. Now is the time to ensure that you and your loved ones can enjoy the rewards of your efforts for decades to come. Whether you're purchasing a home, financing a child's education or considering retirement options, we can assist you every step of the way.

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Shannon Fontaine

Jan 06, 2021

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Carleen Carels has been providing financial services to our organization for the past 11 years. She administers our group retirement plan. Carleen has also trained hundreds of participants that were starting their own business over the past 20 years. She is a professional with extensive knowledge and expertise that she is willing to share.
Shannon Fontaine, CEO Manitoba Tourism Education Council

Crystal Adamson

Oct 13, 2020

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Carleen has been my financial advisor since I was a teenager. She is extremely honest, informative and very organized. She is very knowledgeable and explains everything in easy to understand terms . She has helped me and my husband develop and reach many financial goals. We get excited for our annual meetings with Carleen to see our progress year over year. Highly recommend!

Ontario Collective

Nov 13, 2017

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Extremely unprofessional and rude experience with this company. Many better options exist don't waste your time.