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Ellements Financial Group
- Team
“Two of the smartest things I have ever done: attending Lisa Elle's virtual webinar, "Financial Wellness for Health Care Professionals", and subsequently reaching out to "Ellements Group".”
Best Financial Advisors in Cochrane, AB
24 firms listed · 5 in Cochrane · 2 open 24/7 · 5 open weekends · 21 rated 4.5+
Data verified October 18, 2026
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Elevate Financial Strategies
- Knowledge
- Investment
“Ellen has created a welcoming environment that is dedicated to ensuring that all of her clients are served with dignity and compassion and has built a team around her that supports her vision of being able to help every client that wishes to work wit...”
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Evermark Financial
“Jeff Lee offered to come to our house and spent the evening educating us on our different options.”
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Vision Financial
“Amazing busines with amazing people.”
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Davy Joly - De Thomas Wealth Management
“Every time I've had complex situations Davy has never shied away from bringing in his experts in the field to make sure the best advise and decisions are made for your particular situation.”
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Insta Tax Services
- Questions
- Knowledge
- Price
“Each year, upon filling my tax he always find time to discuss and advise more on how to go about my business and for this reason I have continued to refer him to others.”
The 24 firms listed for Cochrane, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Cochrane, AB
5 of the 24 firms we list are based in Cochrane; the other 19 serve Cochrane from Calgary (32 km). 21 of the firms on this page have a rating, from 4.8 to 5.0 across 792 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (80%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge" and "efficient". 2 are open around the clock; 5 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are business planning (3), financial planning (3), bookkeeping (2), estate planning (2) and tax planning (2). Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 2 offer urgent consultations; 2 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Cochrane take financial planning bookings online?
10 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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IG Wealth Management | Matthew Sheppard-Brown Qafp, RRC
- Market
- Financial Advisor
- Confidence
“You can tell he has a passion for what he does, and he's well balanced in his advice since he has helped me plan and budget for my present fluctuating financial situation as well as my future retirement.”
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Profectus Business Consulting
“Since 1998 and we can only say that we have had nothing but an exceptional service and the advice we have received has been correct and perfect for our business.”
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D. Botha
- Sound
- Family
“Here I found someone to walk me through every step of what you need to do in the 21st century to keep your money working for you, for your family, and to keep it safe.”
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Quiet Wealth Investia Financial Services
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Generations Planning Group
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Hennig Financial Services
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Ogden Financial Planners
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Elevation Mortgage
- House
- Team
- Rate
“Julie and her team are amazing - they have access to great mortgages rates, do a fantastic job of explaining your mortgage options, are very organized/streamlined, and can influence quick approval turnarounds.”
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Brown Boys Accounting
- Tax Return
- Efficient
- Expenses
“Kartik provided detailed information for my tax return and also took the time to answer questions related to my study permit and my study related quaries.”
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Wave Taxes
- Efficient
- Team
- Tax Returns
“Canada's financial and tax system was new to me but a Navv helped me at every step guided through the process and she said to call anytime whenever you need help regarding taxes system”
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Well Bean Coaching
- Goals
- Confidence
- Passion
“No matter your money situation or beliefs, Jolie's customized approach will have you focused on what matters most to you, and how to achieve your goals.”
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Langford Financial
- Confident
- Retirement
- Questions
“I would recommend Langford financial without hesitation to anyone, but especially those within 5-10 years of retirement, or those having a life change ( such as a divorce ) and want to understand the tax implications.”
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Qopia Financial
- The Future
- Insurance
- Team
“I cannot say enough about Arif and Ben's professional demeanor, how they put their clients best interest at the forefront and their unwavering patience for helping clients come up the financial investment learning curve.”
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Aware Financial
- Questions
- Meeting
- Future
“He met with me and my partner several times and explored our future goals (travel, housing, etc), retirement expectations, our insurance coverage/needs and even helped us sort through important and serious topics like end-of-life planning.”
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Griffith & Associates Financial & Estate Planning Services
- Questions
- Team
- Investment
“Their specialized knowledge, personalized approach, proactive communication, risk management expertise, and long-term retirement vision have been instrumental in securing our retirement future.”
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Ideal Life Experience
- Retirement
- Goals
- Team
“When we lived in Calgary we would go for an in person meeting at his office where he would update us, check to see if we had any questions or concerns and explain why changes were made if necessary.”
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Budgeting For Baby YYC
- Family
- Information
- Resp
“I received a 1:1 session with Laurie overviewing a slideshow of all kinds of content from RESP's, wills, life insurance, baby basics budgeting, and it was very professional while also being personal and comprehensive.”
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Finovo | Financial Planning
- Meeting
- Financial Advice
- Understand
“He is one of the few "fee-only" advisors not only crafted a personalised financial plan that perfectly aligned with our goals but also followed up with us to ensure timely implementation.”
Retirement Planning and Investment Management Services in Cochrane, AB Cost Estimates
Minimum cost
$1211
Maximum cost
$10288
National Average
$3631
Avg Per Hour Rates
$364
$2421
$6657
Typical price range is based on 373 cost profiles
Why these companies made our list
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