Your Life, Your Goals, Our Guidance
Planning • Protection • Advice
Full Service Financial Help. One Trusted Advisor.
Welcome to MW Financial Planning
At MW Financial Planning, we help individuals, families, and business owners navigate the financial decisions that shape their future - with clarity, honesty, and personal service you won’t find at a call centre or a big institution.
We offer coordinated access to multiple financial needs, all through one licensed advisor - so you don’t need to juggle multiple professionals just to get sound guidance.
No jargon. No pressure. Just practical advice that fits your life.
What We Help With
- Financial Planning, Wealth Guidance, and Saving
- Life, Accident & Disability Insurance
(Through MW Financial Planning – Licensed Life & A&S Advisor)
- Home, Auto & Commercial Insurance
(Arranged through independent partner brokerage)
- Mortgage Solutions
(Provided by Matt Winters - Mortgage Associate, Mortgage Architects - Brokerage License #12728)
All services are provided through properly licensed and regulated channels in Alberta.
Our Story
MW Financial Planning was built on a simple belief: financial guidance should be accessible, personal, and empowering - not reserved for the wealthy or wrapped in confusing language.
Unlike bigger institutions, we don’t see just numbers on a spreadsheet. We see people with real goals, real challenges, and real families depending on them.
Whether you’re:
- Buying your first home
- Protecting your family
- Managing debt
- Or planning long-term security
We’re here to help you make informed decisions with confidence.
Because to us, you’re more than a transaction - you’re part of our community.
Our Community
We’re proud to call Redwater home.
As a small-town business, we believe relationships matter. Here, you’re not just another appointment - you’re a neighbor. We take the time to listen, understand, and offer guidance that actually fits your life.
In a world where financial services often feel rushed and impersonal, we’re committed to doing things differently - with transparency, accountability, and real human support.