Don't plan retirement alone.
30+
Years Helping Canadians Retire with Confidence
1000+
Customized Retirement Plans Delivered
$3B+
Managed by our Winnipeg Office for Families Accross Canada
We provide Fee-For-Service only retirement planning and full-service Wealth Management for Canadian individuals and families - supporting confident decisions before, during, and after the retirement transition.
What We Believe
We believe successful retirement outcomes are built through planning—not predictions, products, or short-term market views.
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Retirement isn’t a single decision. It’s a system of connected choices made over decades. How you invest, generate income, spend, and manage risk determines whether a plan holds up in real life.
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A portfolio is an important tool, but it can’t provide clarity on its own. Planning creates the structure that turns uncertainty into informed decisions.
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The goal isn’t to maximize returns. It’s to maximize the probability that your retirement works—through changing markets, life stages, and the unexpected.
That’s why we start with retirement planning.
Because without a plan, nothing else matters.
What We Do
At Humphries Wealth Group, we provide comprehensive financial planning designed to support every stage of retirement.
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Retirement planning requires coordination across your entire financial picture. We help clients make informed decisions around investments, income, taxes, and estate considerations so each part works together rather than in isolation.
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Our process focuses on building and stress-testing a plan before implementing solutions. This allows us to evaluate trade-offs, manage risk, and adapt as circumstances change over time.
The result is a coordinated strategy that brings clarity, confidence, and structure to complex financial decisions—so your retirement plan is built to last.
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That’s how we help clients move forward with confidence.
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With a plan designed to endure.
Kurt & Pamela Martinson
We couldn’t be happier with the level of service and attention we receive from the Humphries
Wealth Group. Shaun and the team are always very responsive, ready to listen, and great at
explaining everything in a professional yet easy-to-understand and engaging manner. Best of
all, Shaun and the team take time to work closely with us to develop a comprehensive plan that
specifically suits our situation and future needs.
Grounded in people.
Focused on results.
As a young professional I entrusted my investments and future retirement goals to Shaun. Thirty years later I retired at 61. I credit Shaun and his team with the expert coaching and advice to help make that happen. I appreciate Shaun’s steady, interactive, informative and proactive approach. He stays on top of market conditions and trends and always provides clear and well-reasoned investment options and recommendations. We have navigated together the highs and lows of bull and bear markets. It’s been a great experience with Shaun and his excellent team.
Lionel & Jane Martens
Shaun Humphries has been our investment advisor since 1994. Over the last 30 years, we have formed a long-term relationship built on trust and friendship. There are several reasons why we have remained with Shaun and his staff at Assante, which include the following: education, providing a plan and keeping it updated, customized portfolio recommendations, and tax planning linked to portfolio strategies. Thank you for all of your assistance, Shaun and Staff!
Myron & Nesta Becker
Our Custom
Planning Services
Fee-For-Service Only Retirement Planning
Our Fee-for-Service Planning delivers objective, in-depth financial advice with a clear beginning and end. We build a comprehensive plan tailored to your goals, walk you through every decision, and provide clear recommendations - so you leave with confidence, clarity, and a roadmap you can implement on your terms.
Best for: Clients who want thoughtful planning, independent advice, and full transparency - without ongoing management.
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