RMD Financial Services.
We have been in the insurance industry for the last 30 years serving various financial needs of individuals, families, businesses, and groups. Through our broad range of products and services, we help our clients build a strong financial foundation and achieve their financial goals. Our cost effective services include a wide array of products for financial guidance, insurance planning, and investment solutions.
Rick M Denney Insurance Services is a privately held Insurance company in Winnipeg, MB.
CORPORATE ASSET TRANSFER
Are you looking for a way to minimize estate taxes and maximize the amount of money you can transfer to the next generation? Then you should strongly consider a corporate asset transfer.
BUSINESS OWNERS
As a business owner, you may find that financial planning is often two-sided, involving both personal financial planning and planning for the future of your business. While you have access to financial tools that employees may not have, it can be overwhelming. Having a financial plan in place can help you better manage your financial resources and make informed decisions about your financial future. We can help you.
PERSONAL
No matter what stage of life you're at, we can guide you with your finances.
Let us guide your insurance and financial needs.
Our Process
1. BOOK A MEETING
In our first meeting, we’ll talk to you about your current needs and what your goals are for the future.
2. WE CREATE A CUSTOM PLAN
Once we know what your needs are, we’ll explain the financial strategies we offer that will best suit your overall needs and goals.
3. EXECUTE THE PLAN
Once you’ve approved of our financial plan, we’ll launch it. We’re committed to helping you – both now and in the future.
