Wealth is more than money. It represents hard work, sacrifice, and the life you’ve built for your family. For over three generations, clients in Winnipeg and the Interlake have trusted us to help shape their legacy. As a second-generation practice, led by siblings Jaymie and Chad Deprez, we understand that wealth transfer is about more than distributing assets—it is about ensuring continuity, values, and stability.
The Great Wealth Transfer
Canada is in the midst of the largest intergenerational wealth transfer in history. Baby boomers are passing down businesses, properties, and portfolios that represent decades of work. Without a plan, taxes and mismanagement can erode even the strongest legacies. Our role is to design wealth transfer strategies that simplify complexity. From tax-smart trusts to gifting approaches, we ensure every dollar supports your family’s future. Families across the Interlake Region rely on us to create clarity in moments that could otherwise feel overwhelming.
Family Conversations About Wealth
Talking about money can feel uncomfortable, even within families. But silence leaves questions unanswered and risks creating conflict. We bring families together for open, thoughtful conversations about wealth transfer. These discussions focus on inheritance, family priorities, and long-term vision. Clients often describe the process as a relief—an opportunity to share values and reduce uncertainty. By opening the dialogue, your family decisions are guided by purpose rather than assumption.
Wealth Transfer Strategies For Businesses
For many families, wealth is tied to a business. Succession planning is essential to avoid disruption and protect value. We help business owners create wealth transfer strategies that address succession, taxation, and continuity. Whether the business is passed to children, employees, or a third-party buyer, our guidance ensures the transition is structured and secure.
Estate Planning And Taxes
Taxes can significantly impact inheritance if not carefully planned. Our strategies include capital gains tax planning, trusts, and insurance structures designed to minimize tax exposure.
Preparing The Next Generation
Receiving wealth is a responsibility, and without preparation, inheritances can be overwhelming. We help families structure inheritances with trusts, staged distributions, and education, giving heirs the tools to manage wealth effectively. Our role is to empower the next generation, ensuring they carry forward both the assets and the values of those who came before them.
Community Roots And Continuity
Deprez Private Wealth Management is deeply connected to Manitoba. Our story mirrors the clients we serve: family working with family, planning for the future, and protecting what matters. Clients consistently describe our approach as loyal, approachable, and grounded in respect. This combination of professional expertise and small-town responsiveness is why families across the Interlake Region continue to turn to us for guidance.
A Legacy That Lasts
Wealth transfer is about ensuring the life you built continues to support your family for generations. With strategies tailored for high-net-worth families, small business owners, and farming communities, we create plans that protect both wealth and values. Families in Winnipeg and across the Interlake Region trust Deprez Private Wealth to design wealth transfer strategies that are clear, practical, and lasting.