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Welcome to wealth management without barriers.

 

At Journey Wealth, we offer practical advice and solutions for everyone – regardless of how much you have to invest or what your goals are for the future. Reach your goals with us (we’ll show you how).

Wealth Management for Everybody

Our solutions are available to everyone – you don’t even need to be a Stride Credit Union member. Our approach ensures that you’re supported at every stage, guided by advisors who are looking out for you and committed to helping you reach your goals.

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 Planning

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.

Success Stories

I have known and done business with Paul Davidson for over 20 years. In that time, I can honestly say that our friendship has grown. I think it’s very important to have a close relationship with your financial advisor. He genuinely cares about my business and about our friendship. We started with an investment that has really grown, thanks to his knowledge. He always takes my calls and when I want to come in for statements, he is always there for me. If the market is up or down, he lets me know. I’m not going anywhere. He’s doing a great job.


– Dave Rodgers

I recently retired and needed advice on my pension. Sarah was very good at presenting options and helping me decide on the best option for me, and she answered any questions I had in a prompt and professional manner.


– Marilyn Bachalo

As a proud Credit Union member for nearly 40 years, I have developed a trusting relationship with this institution and especially with my financial advisor. I’ve recently opened a TFSA and an RRSP account with Journey Wealth. Both of these accounts have shown a profit in a short time, so I’m very happy about that. I appreciate having the services of a Financial Advisor and the option of investing with Journey Wealth at my financial institution.


– Heather Bruce

I’m writing this because I’m so very happy with Sarah’s dedication to her job as my financial advisor. I lost my husband 14 months ago and really needed her advice about how to invest. Sarah has been professional, kind and has made me feel comfortable, and she really cares about people. She knows her stuff and has given me super advice! She really has lifted my spirits. I would highly recommend Sarah to anyone needing a financial advisor.


– Debbie Rempel

As a client of Sarah’s we have been pleased with her knowledge of products, as well as her ability to serve our needs. Sarah is a pleasure to deal with, and we will continue to recommend her to our friends and family.


– Carol and Malcolm Wild

I believe investing scares a lot of people because they don’t understand it. I can’t say I fully do, but Sarah explains it better than anyone else I have dealt with. I recently moved to Winnipeg, which is a major life change for me, but I have no intentions of moving my investments anywhere else…. I trust her one hundred per cent. In these uncertain times that is a huge deal.


– Kellie Cooper

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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.