ANGELA WITTMANN
CFP, CLU, RIAC 
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
Affluent business owners, professionals & individuals can feel reassurance & confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.
As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.
I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.
Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.
Team —
A real financial plan
Associations and Community —
Associations
- CERTIFIED FINANCIAL PLANNER, FP CANADA
- 1996 - Present
- Member, RIA Responsible Investment Association
- 2022 - Present
- CHARTERED LIFE UNDERWRITER, Advocis
- 2022 - Present
Community
- Governance Board Member, YMCA-YWCA of Winnipeg
- 2019 - Present
- Chair Fundraising Committee, YMCA-YWCA of Winnipeg
- 2023 - Present
general inquiries —
Unit 2000, 201 Portage Ave
Winnipeg, MB R3B 3K6
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Let’s talk —
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