About McRae Wealth Management
McRae Wealth Management is a boutique financial planning firm based in Winnipeg, working with professionals and business owners across Canada.
We provide structured, comprehensive advice across investments, tax, insurance, and estate planning — ensuring each element of a client’s financial life is aligned and working together.
Our approach is collaborative. We work closely with our clients and their existing professional teams, including accountants and lawyers, to deliver coordinated and thoughtful planning.
Leadership
Melissa McRae, B.Comm, CFP®, CLU®, CHS®
Melissa McRae is the founder of McRae Wealth Management and an award-winning financial planner with over a decade of experience.
She leads the firm’s planning process and works closely with clients to bring structure, clarity, and coordination to complex financial situations.
Melissa holds the CFP®, CLU®, and CHS® designations and has held leadership roles with Advocis at the local, regional, and national levels.
Community & Professional Involvement
Our firm is actively involved in both the financial planning profession and the broader community.
Through leadership with Advocis and support of organizations such as Junior Achievement, we are committed to advancing financial literacy and raising professional standards.
Awards
2021: Young Gun of the Year nominee
by Wealth Professional Magazine
2020: Best Wealth Management Business Woman
by AI Magazine
Articles
Breaking Through Barriers: Women Pioneers in the Industry
In Forum Magazine, November 2025
Is a financial advisor qualified to be a life coach?
In the Globe & Mail, July 2022
Cascading Wealth
In Investment Executive Magazine, June 2021
Talking about finance can temper the flames among couples
The Globe and Mail, February 2020
