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.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

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

Market Ethos

20 September 2022
The stock-bond correlation: it’s not always simple
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13 September 2022
Making ‘cents’ of currency uncertainty
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Investor Strategy

September 2022
Summer sizzle fizzle
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