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WHO WE SERVE

Our Clients

Farmers

You are no stranger to risk, but you know that a clear vision and a bedrock of experience creates opportunity for success and growth. You recognize the value an advisor who understands the unique world of which you are a part. You value integrity, hard work, and community. Sterling Wealth Management can partner with you and your farm to create a plan that gives you stability in the present, and growth for generations to come.

Families

Nothing is more important to you than your growing family. Your priorities are changing and, more than ever, you are looking for ways to create security and stability for your family’s future. You want to steward your finances well, and you know a key piece of that puzzle is partnering with an advisor, but it is tough to know where to turn. You value trust, relationship, and clear communication. Let Sterling Wealth come alongside your family and give you the tools to achieve the future they deserve.

Business Owners

You have specific challenges and complex needs. Your work requires attention to cash flow, partnerships, liquidity requirements, and risk management. You value conviction, mentorship, and a clear path towards achieving your goals. We can work together with you to create a roadmap that puts you in the driver’s seat of your business and finances.

Retirees

Your hard work has brought you here. Your life is far from done – in fact in many ways the fun is just beginning! This new stage of life brings with it new questions. How do I set up wealth transfer to my children in a financially responsible way? How can I enjoy my success while still planning for my family’s future? You value experience, integrity, and respect. Sterling Wealth has the tools to help you take control of your retirement years, and make sure that your hard work is properly stewarded through future generations.

ABOUT US

Proven Experience.

With over 40 years of combined experience, Sterling Wealth Management offers financial planning services in the Pembina Valley and throughout Manitoba.

We are able to offer our clients services from all of the major insurance and investment companies, which allows us to provide a wide selection of investment and insurance products to meet your current and changing needs.  Whether your goals are short term or long term, Sterling Wealth Management can work with you to achieve your personal investment goals.

Personal financial advisors offer you one to one service and a personal promise that we will review your portfolio to ensure it keeps up with your changing lifestyle and personal investment goals.

MEET THE TEAM

Our People

Financial Planning

CREATING FINANCIAL SECURITY

Insurance

CREATING PEACE OF MIND

Investments

CREATING FINANCIAL GROWTH

RELATED LINKS

Our Partners