Broker Check

Building Lasting Wealth and Stronger Teams

Great financial outcomes start with the right questions and conversations about your goals.





















Bayview Financial Group is a Winnipeg-based independent financial planning and employee benefits firm founded in 2004, specializing in retirement planning and group benefits for business owners, employers and individuals across Canada. With 70 years of combined experience, $180 million in assets under management, 1,250+ families guided through retirement, a 97% client retention rate, and 175+ group benefits plans under management, we are one of the most established independent advisory firms in the country.

If this Sounds FamiliarAre We Actually on the Right Track?

It’s the question that keeps you up at night—whether it's about retirement planning or employee benefits decisions. You're not sure if what you're doing is best, and you're not sure where to turn for straight answers and clear guidance. That uncertainty doesn't have to be permanent. The right conversations bring answers and clarity. That's exactly where we start.

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Bayview Financial Group has been serving businesses and families since 2004, and has grown into one of Canada's most established independent advisory firms. Headquartered in Winnipeg, we work with employers and individuals across the country. Unlike national brokerages or bank-affiliated advisors, we operate independently, which means our recommendations are never tied to quotas, preferred carriers, or institutional agendas.

Our benefits division manages over 175 group plans and works exclusively with employers who want a specialist advisor in their corner, not a generalist who treats group benefits as an afterthought. On the wealth management side, our team has guided more than 1,250 families through retirement planning, with over $180 million in assets under management and a 97% client retention rate that reflects the long-term relationships we build. If you are a business owner or other employer looking for a benefits advisor who will still be at the table five years from now, or an individual planning for retirement who wants honest guidance and a long-term relationship with an advisor who genuinely knows your situation, Bayview Financial Group is the right fit.