Journey Wealth – Your Future, Built Around You.
We empower individuals, business owners, producers, and professionals to grow, protect, and maximize their wealth—at every stage of life and business.
Our advisors don’t just guide you; they champion your goals with strategies designed to keep you moving forward. Every decision, every plan, every opportunity—aligned with your vision for success.
Your life is unique and remarkable. Your financial plan should match it.
Journey Wealth is coming to Carberry!
We are excited to announce we will be opening a new office in Carberry! Alongside the new Stride Credit Union branch, Journey Wealth will also open an office in the same building, offering personalized financial planning and wealth management services for individuals, families, and businesses in the area.
“Journey Wealth is excited to be expanding into Carberry and we look forward to welcoming new and existing clients to the new office in the summer of 2026. Our team is always ready to help set you up with insurance, investments, succession planning and more to assist with your financial journey,” said Kris Lee, VP, Wealth Management, Journey Wealth.
Professional wealth management for everyone
Investment and insurance services to help grow and protect your wealth
Personalized planning to serve the needs and goals of individuals or organizations
No minimum investment required
Realistic, helpful advice guided by credit union values you trust
Customized tools and online access to your portfolio documents and performance
Solutions for Every Stage
Journey Wealth will help you plan and protect every aspect of your financial future, through every stage of your life or your business cycle.
MAKE A PLAN
Financial Assessment
Household Planning
Education Planning
Retirement Planning
LEAVE A LEGACY
Estate Transfers & Trusts
Business Transitions
Philanthropy
Responsible Investing
BUILD YOUR WEALTH
Investment Plannig
Investment Management
Income Strategies
Tax Planning
PROTECT WHAT MATTERS
Insurance
Risk Management
Wealth Planning
Estate Planning
Here for you
Journey Wealth has been helping Manitobans achieve their financial goals since 2020. Our advisors are certified and experienced. Our products are proven and successful. Our advice is personalized and realistic. But it’s not really about us… This is about YOU.
Our wealth management solutions that are accessible to everyone, regardless of your net worth. We help people and organizations plan, grow, and protect your wealth with thoughtful investment and insurance options and advice, so you can experience financial well-being and peace of mind.
Talk to an advisor today so we can get started on your plan.
Let's Get Started
Take the first step and request a free, no obligation call from one of our advisors to learn more about how Journey Wealth can work for you.