At a time when major financial institutions are closing Manitoba offices and cutting staff, two estate and financial planning firms are gearing up for growth.

Butler Financial Group and W.P.G The Wealth Planning Group — with offices in Winnipeg, Brandon, Thompson, Deloraine and Keewatin — have merged. Offices in each market will remain open and all staff from both companies have been retained.

In a letter sent to clients today, senior partner Gerald Butler explained, “The primary reason for the merger is simple. Our clients’ needs are changing. As they mature, they need more investment planning options, tax services and insurance products. This merger allows us to meet those needs, today, and for years to come.”

The merger positions the firm for growth with an emphasis on personal service. “Right now, banks and national investment houses are closing offices in Manitoba. Their former customers are not happy with ‘virtual service.’ They will seek out professionals who can provide face-to-face service. Personal service is what we’re all about,” said partner Dave Watson.

“The Manitoba market has fantastic potential if you have the people in the towns where people live. However, we never want to grow past the point of knowing each and every one of our clients,” added partner Gord Schellenberg.