BO
Becker Orr Wealth Management
Des conseils clairs et un service attentionné pour une réussite financière durable.
5
Business
$$$
Des conseils clairs et un service attentionné pour une réussite financière durable.
Becker Orr Wealth Management, situé au 1010-201 Portage Ave à Winnipeg, MB, est un cabinet de conseil financier de confiance offrant des services de gestion de patrimoine. Les clients louent Clinton Orr pour ses relations de longue date, ses réponses rapides et ses canaux de communication ouverts. La firme fournit des mises à jour régulières du marché — des courriels hebdomadaires et des aperçus mensuels du portefeuille — et organise des événements pour les clients, en mettant l'accent sur des conseils respectueux et personnalisés pour atteindre vos objectifs financiers.
Aucune photo disponible
Planification d'investissement complète et gestion de portefeuille adaptée à vos objectifs financiers.
Des conseils personnalisés sur les investissements, la planification de la retraite et les stratégies de croissance du patrimoine.
Mises à jour régulières par courriels hebdomadaires sur le marché et des revues mensuelles du portefeuille pour vous tenir informé.
Conseil expert sur l'allocation d'actifs, la gestion des risques et la planification financière à long terme.
Des services conçus pour les familles, comprenant des stratégies de patrimoine intergénérationnel et l'éducation financière.
Note globale
Monica Griffiths
Such a nice treat to be invited to canaccord Christmas dinner. Had a great time. Even staff are entertaining. Great food. Efficient friendly servers. Wonderful music and comedy to boot. Such a nice gesture on top of top rate financial service. Thank you for inviting us. Monica
admin IHSS
We have been investing with Clinton at Becker Orr Wealth Management for several years and have recommended him to many of our family and friends. The communication is outstanding and he treats all of his clients with the utmost respect no matter how much is being invested. All of our children have climbed onboard and we all look forward to many years of investing and working with Clinton!!! Thanks you for a wonderful evening out!!!
Cheri Narvey
Our family has had the pleasure of working with Clinton Orr for over a decade. Clinton is quick to return calls, prompt to answer questions and eager to work together toward one’s financial goals. Any issues that might arise are dealt with promptly.
Dolores St Godard
I have been w Clinton for 10 years and I’ve been very satisfied w his service, performance and most of all his continued open lines of communication and the informative webinars. The evening out at Celebrations was a wonderful evening out w other fellow Stonewallers! Thank you and Merry Christmas.
Jayden Joseph
I have been investing with Becker Orr Wealth Management for years now and continue to be impressed with their services. They follow up with all of their clients on a regular basis regardless of how much you have invested with them which I find amazing. They truly care about every single person they work with. They send weekly email updates on the market and monthly updates on how your profile is doing. I could not be happier with their services and will continue to recommend them to everyone I come across!
Revendiquez Becker Orr Wealth Management pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
