Company Information

Get to know Next Level Financial

Next Level Financial Group Inc. is a financial services firm based in Winnipeg, Canada, that provides personalized wealth management and financial planning. Their stated mission is to help clients achieve their financial goals through a detailed, six-step planning process that covers cash flow management, risk mitigation, retirement planning, investment strategies, tax efficiency, and estate planning. The company emphasizes building long-term, trust-based relationships with its clients to provide tailored financial roadmaps. They operate as a part of the IG Wealth Management network.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Next Level Financial

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.