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Amiri Wealth Management

(1)

Business Owners, Insurance Planning, Travel Insurance

“Great customer service and they truly care about your finances.”

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Stroud Agencies

“We are committed to helping you live your dreams. Whether your dreams are small or big, we will create a simple & straightforward approach that will help you achieve them. The unique process we take makes it easier for you to realize your life priori...”

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Brightview Financial Services

(1)

“Brightview was easy to work with and their competitive rates made it an easy choice to sign with them as our benefits provider.”

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Maude Financial

Life Insurance, Critical Illness Insurance, Group Benefits

“Maude Financial Inc. helps business owners, as well as individuals and families at various stages of life who are looking for exceptional financial advice and service. Our team helps those who are not only looking for the best strategies to secure th...”

FAQs

How can I make a deposit to my bank account or investment accounts?

Any deposits can be dropped off in person to our office or we can email you forms to have deposit amounts drawn directly from your bank account. Please keep in mind that physical cheques do require travel time to reach the institution. Please call or stop in to clarify who cheques should be made out to.

Am I able to contribute automatically or on a monthly basis?

Yes. We encourage this in order to benefit from dollar cost averaging strategy (ask us about it!). Please contact us and we can email forms to you to set up monthly contributions to most types of accounts on whatever day of the month suits your needs.

What does my initial planning meeting to your office cost me?

The team at Maude Financial Inc. is more than happy to have discussion with you about your investment/insurance & financial planning needs free of charge to you.

What do I need to bring with me to a planning appointment?

Information about your annual income and any investments that you might hold will help us to know where you are at and develop a plan with you for moving forward.

How much do I need to retire?

This answer will vary greatly depending on your individual needs. There is no one magic number but a good guide is that you should use no more than 4 to 4.5 percent of the value of your savings per year to live. The calculator link below will help you to see how long your savings may last:

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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Hildebrand Wealth Management

“Hildebrand Wealth Management is focused on core financial planning, tailored wealth creation strategies and corporate consulting. With experience in everything from retirement savings and pension decisions, to estate freezes and corporate restructuri...”

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Quickfire Mortgage Solutions Team

(50)

Pre Approval, First Time Home Buyers, New To Canada Borrower

“The entire team at Quickfire Mortgage Solutions were great to work with; they were on-top of all details, did their best to get me the best interest rate they could, and answered any and all questions I had.”

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Goth & Company

(50)

Questions
Informative
Proposal

“I needed to getting a consumer proposal made so I could deal with my debt that I couldn't resolve on my own They were super helpful to me with my financial situation they been a lifesaver for me I appreciate them very much and would recommend them to...”

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NJ Tax & Accounting

(48)

Business Registration, Gst/ Hst, PST Returns, CRA Compliance & Audits

“My experience having NJ TAX handle all my taxes/bookkeeping/payroll for 3 years now has been nothing but clear communication, efficiency ,reliable and professionalism.”

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Voyage Financial Services

(50)

Visa
Parents
Expertise

“They gave us so many choices to choose from for the best insurance policy for our parents, and also, dhaval bhai explained to us each little thing that we should know about choosing the right policy for our parents.”

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World Financial Group

(47)

Understand
Plan
Critical Illness Insurance

“He explained everything thoroughly and went over things in detail so that I had all the information I needed to help me make decisions for the type of insurance that best suited my needs.”

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McGuire Financial Group

(41)

Retirement Planning, Wealth Creator – Debt Strategy, PAR Policies

“She clearly explained to me the several different options that I had and how each one would affect me in the long run, the whole while making me feel like I wasn't being judged for my poor choices and that there was indeed a light at the end of the t...”

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Blackburn Davis Financial

(26)

Estate Planning, Business Planning, Risk Management

“I am not very familiar in dealing with any other fininancial organizations, but Blackburn Davis Financial, their staff, and in particular Stephen MacDonald are a sheer pleasure to work with and I would not hesitate at all to recommend them to anyone.”

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KWB Accountants & Advisors

(26)

Questions
Knowledge
Informative

“The partner and staff accountants we dealt with were very friendly and knowledgable, and they assisted us with preparing our tax filings as well as needed advice for managing our go-forward operations.”

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Beyond Business Financial Solutions

(30)

Insurance Products, Group Benefits & Retirement Services, Investments

“As time progresses and as our life changes, his continuous dedication in monitoring our accounts is greatly appreciated as his proactiveness to make changes at the appropriate times helps to achieve more positive outcomes.”

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Yourwealth Advisory / iA Private Wealth

(21)

Portfolio
Decisions
Family

“Jawad and his team for over 10 years (I wish I could have met him sooner) and from the start I have been so impressed with his dedication to providing proactive financial planning advise and a sound investment strategy.”

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Greatway Financial

(18)

Family
Company

“They see to it that people are covered in both world - when life is short - enough insurance protection for family; when life is long - retirement income to supplement the government pension.”

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Bespoke Book

(7)

Bookkeeping Services, Financial Planning, Tax Planning

“Their attention to detail and clear communication ensured that everything was handled perfectly.”

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Grow Your Wealth Financial Planning

(23)

Goals
Family
Expertise

“Very pleased with the services I've received - Shyam is extremely knowledgeable, well-organized, and good at generating different scenarios according to clients' financial priorities.”

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Rick Fairley - Retirement Planner & Life Insurance Advisor

(8)

Insurance Planning, Investment Planning, Financial Planning

“Discuss your financial goals with Rick, he is a thoughtful listener and he will explain your options whether you have aggressive or conservative goals.”

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Nobrega Financial

(6)

Insurance, Business Planning, Investments

“If you have questions or are looking for a team to support you with your financial goals, I highly recommend this team and specifically Kurtis Schultz.”

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Abacus Wealth Management

(6)

Educated
Knowledge
Risks

“It is great that he had the ability to get investments that fit so many types of people and does regular reviews with me to make sure he's aware of any and all changes like my earnings or upcoming financial requirements I have.”

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Dudley & Associates, Chartered Professional Accountants

(4)

“I would recommend Dudley and Associates to anyone looking for an accountant to file their personal income taxes or for an advisor to help them mange their finances.”

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Stephen Sicoli

(4)

“Stephen is sharp, analytical thinker, also strong communicator who can share his insight, he knows his stuff and does his home work and gives you the best advice.”

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Aspire Investments & Insurance

(13)

Insurance, Group Benefits & Retirement Services, Investments

“We've been working with Daniel for years now and feel confident that the financial plan we have in place with Aspire Investments will take care of our families interest for years to come”

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Average Cost	$3591
Minimum cost	$1197
Maximum cost	$10173
Avg Per Hour Rates	$360

Best Financial Advisors in Camrose, AB

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Camrose area.

Amiri Wealth Management

Stroud Agencies

Brightview Financial Services

Maude Financial

Hildebrand Wealth Management

Quickfire Mortgage Solutions Team

Goth & Company

NJ Tax & Accounting

Voyage Financial Services

World Financial Group

McGuire Financial Group

Blackburn Davis Financial

KWB Accountants & Advisors

Beyond Business Financial Solutions

Yourwealth Advisory / iA Private Wealth

Greatway Financial

Bespoke Book

Grow Your Wealth Financial Planning

Rick Fairley - Retirement Planner & Life Insurance Advisor

Nobrega Financial

Abacus Wealth Management

Dudley & Associates, Chartered Professional Accountants

Stephen Sicoli

Aspire Investments & Insurance

Retirement Planning and Investment Management Services in Camrose, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Camrose

Popular in Camrose