Lead generation for financial advisors in Manitoba.
Manitoba has 268,352 residents aged 65 and over, 17.7% of a population of 1,517,379. Estate planning here starts from a different place: the province stopped charging probate fees in November 2020. Tax planning still matters, because Manitoba's personal credits shrink as income rises.
Who you are actually talking to in Manitoba.
With no value based probate charge, Manitoba conversations move from probate avoidance to income and property tax: credits that phase out with income, and a school tax credit that from 2027 will depend on a home's assessed value.
Source: Statistics Canada, table 17-10-0005-01, population estimates as at July 1, 2026, aged 65 and over.
What Manitoba pre-retirees are actually asking about
Three rules that shape retirement income and estate planning in Manitoba, verified against Manitoba Finance, the Court of King's Bench notice and the statutes of Manitoba on 2026-09-24.
Manitoba eliminated probate charges in November 2020
The Law Fees and Probate Charge Act was amended as of November 6, 2020, renamed The Court Services Fees Act, and the charges on applications for probate or administration were eliminated. Executors still apply for a grant, but the value based charge that shapes estate planning in other provinces is gone for current filings.
Age and personal credits fade as income rises
Manitoba's 2026 age amount of $3,728 starts shrinking above net income of $27,749 and reaches nil at $52,602. From the 2025 tax year the basic personal amount, $15,780 for 2026, is also phased out over net income of $200,000 to $400,000, so the size and timing of RRIF income matters.
School tax credit rises to $1,700 in 2027, limited by home value
The Homeowners Affordability Tax Credit covers school tax on a principal residence only, up to $1,600 in 2026. Bill 53, assented to June 1, 2026, raises it to $1,700 from 2027 and reduces it for homes assessed over $1,000,000, reaching zero at $1,500,000. Cottages and rentals do not qualify.
Probate itself still exists in Manitoba; only the value based charge was removed, and applications filed on or before November 5, 2020 stayed under the old charge rules.
The same system, run in Manitoba.
Intent-driven ads
Hyper-targeted campaigns built to create intent, not just impressions. Pre-retirees in your market meet educational content first, so they arrive already wanting a planning conversation.
Consent and verification
A multi-step survey plus prior express written consent, then phone and email validation. Every contact belongs to one advisor only. Never shared, never resold, never recycled.
Appointment setting
Our team confirms the call, sends your content ahead of it and handles follow up. Or you run the cadence yourself with our system.
Coaching to close
Discovery scripting, objection handling and post-call review, with the full funnel tracked from first contact to signed client.
Where else the program performs.
We run the same system in every province. Every one has its own page.
See everything we do across Canada, or the full map of where we work.
Let's build your pipeline in Manitoba.
Book a strategy call and we will show you how the program performs in your region.