Crescent Financial Group

Crescent Financial Group is a Winnipeg, Manitoba financial advisory firm associated with Kevin Harold. The firm helps individuals and families pursue their financial goals through personalized, independent guidance and supportive client relationships. It describes its approach as thorough and effective, guided by values including character, collaboration, excellence, empowerment, ingenuity, and community impact. The team brings more than 130 years of experience, according to the firm.

Its services include financial and retirement planning, wealth management, estate planning, tax planning, portfolio analysis, and insurance analysis. Insurance options highlighted on the website include health and dental, term life, travel, and critical illness coverage. The firm also provides guidance for needs such as managing debt, saving for education, planning for a business, and protecting a family’s financial future. Clients can access financial calculators, articles, educational resources, and appointment-booking options, including in-person, phone, and online consultations. Crescent Financial Group is located on St. Mary’s Road in Winnipeg. Mutual funds are offered through Investia Financial Services Inc.