Chipman Wealth Advisors

Discretionary portfolio management that aligns your wealth and your future

As a discretionary portfolio manager, we recognize that trust is foundational. It’s what our relationship is built on – the notion that while you focus on the day-to-day, we’re managing your wealth in a way that grows your legacy and allows you to pursue your goals. 

Since the launch of our first discretionary model in 2010, we’ve built our practice on that foundation. We’ve worked with a wide range of professionals, business owners and high net worth families in Winnipeg on a discretionary basis, guided by an Investment Policy Statement unique to them. That’s the blueprint that allows us to pursue growth opportunities on your behalf and craft a portfolio that fits into your wider wealth plan.

We’re driven by your goals and responsive to your needs. We think big picture while being sensitive to shifts in the market. We’re aligned – our compensation is directly linked to the success of your portfolio, and our portfolio aligns your wealth with your future.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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