Putting your needs first
For over a quarter century, Nakamun Financial Solutions has been a Winnipeg based, independent provider of investment, insurance, and banking services to individuals and private businesses.
The core of our value system emphasizes independence and through our subsidiaries, direct contracts, referral arrangements, MGA, and Dealer relationship, we believe clients are best served by this unbiased access to advice and product.
Fostering long-term thinking and long term relationships is paramount to our success and why our client relationships often span multiple generations. By building lasting relationships clients benefit from long-term guidance and continuity of sound advice that helps them and their family to grow, preserve and transfer wealth successfully.
We provide services and solutions in the areas of:
- Asset Management
- Retirement Income Planning
- Trust & Estate Planning
- Strategic Tax Planning
- Personal & Corporate Insurance Solutions
- Corporate & Partnership Succession Strategies
The Nakamun Story
In 1973, the founders of The Nakamun Financial Group came together as an informal study group. Their goal was to share knowledge and expertise about the increasingly diverse and complex financial planning options emerging in the marketplace. Since that time, the Group has evolved into a major independent and inter-provincial financial planning firm.
The goals have remained consistent for over 35 years and our clients benefit greatly from the collective experience and expertise Nakamun Group advisors provide.