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Ellements Financial Group

(17)

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".”

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Cochrane Mortgage

(1)

“We had the pleasure of working with Cochrane mortgage, we sold our home and found a new one, our mortgage company was going to let us bring our mortgage then a week before our move changed their minds.”

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Maes Divorce Consulting

(11)

Co-Parenting Plans, Separation Agreement Mediation, Property Division

“After 34 years of marriage and then going through a divorce I am so grateful and happy with the guidance and support she has given me through this hard time in the last 2 years.”

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Elevate Financial Strategies

(7)

Book Online, Free Online Quote

“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

(3)

“Jeff Lee offered to come to our house and spent the evening educating us on our different options.”

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Vision Financial

(1)

“Amazing busines with amazing people.”

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Davy Joly - De Thomas Wealth Management

(3)

“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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Flatland Power Health Wealth

“Our goal is to assist you with insurance and wealth management tools for individuals, entrepreneurs, small business and farms.We started out as individuals with our own business ventures, families and struggling to find the tools to protect what we w...”

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Insta Tax Services

(50)

Stock Trading Alerts, Tax Training, Investments

“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.”

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Blasetti Broyles

(32)

Personal Tax Returns, Assurance & Accounting, Business Compliance & Tax

“You want these guys on your team when it comes down to anything tax related wither it be corporate, personal or needing a strong team to deal with CRA these guys are the real deal.”

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Condor Integrity CPA

(42)

Communication
Questions
Business Tax

“Tax time isn't even remotely as stressful as it used to be, having Gary as my accountant gives me a solid sense of security and peace of mind knowing that everything is being filed exactly how and when it should be.”

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IG Wealth Management | Matthew Sheppard-Brown Qafp, RRC

(11)

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

(1)

Business Advisory Services, Bookkeeping Services, Tax Consulting Services

“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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FFG Business and Health Solutions

(4)

“I've always had great, reliable and friendly service and have felt like everyone there has gone above and beyond to understand my needs and ensure that they were met through the insurance products they offered.”

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D. Botha

(7)

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

Tax-Efficient Strategies, Financial Planning, Investment Solutions

“Our initial call is about understanding your needs and explaining how we can support your financial journey. There's no obligation – just a friendly conversation to explore the possibilities. When you submit your name and phone number, we'll ensure o...”

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Generations Planning Group

Personal and Family Planning, Business Planning

“We provide total wealth management services to clients who have a desire to achieve a full life. We solve the problems of family wealth security, inter generational wealth transfer, and business succession. We strive to present sound planning ideas t...”

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Ogden Financial Planners

Severance Packages, Estate Tax planning; Estate Advice to Implementation, Investment tax Planning

“Personal and business financial planning, including insurance, retirement and associations.”

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Can- World Finance Services

(14)

Team
Financing
Informative

“We're grateful for the time and energy that Jeff and his team have dedicated towards our success, and I would strongly recommend Can-World Finance Services to any business seeking financing and/or qualified & professional business advice.”

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Elevation Mortgage

(49)

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.”

Featured

What a year! í ¾í´©í ¾í´ªí ½í¸§í ½í¸í ½í¹í ¾í»¨âºï¸í ½í¸ all the feels, highs and lows and lots of change. Our incredible clients í ½í¸ and all those who refer clients to us, share our contact details, pass our names on - we are deeply thankful. We love our work so much. Thanks for being here and following along in our mortgage world and personal lives! We are heading into this year with full hearts and gratitude for all the lessons learned. Hereâs to a 2024 that fills our buckets - family, fun, fitness, finance, and finding new paths and lots of incredible adventures! í ½í² with love, Happy New Year, Andy and Julie...

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Brown Boys Accounting

(48)

Financial Planning, Business Planning, Tax Planning

“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

(50)

Business Advisory, Bookkeeping, Payroll Setup & Support

“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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The Mortgage Group

(49)

Home Equity Line Of Credit, Mortgage Pre-Approval, Reverse Mortgage

“I tell my story of the chaotic paperwork saga and how she dealt with it while in a mountain pass as my deal was closing to portray a testament to her character.”

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Well Bean Coaching

(41)

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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Average Cost	$3631
Minimum cost	$1211
Maximum cost	$10288
Avg Per Hour Rates	$364

Best Financial Advisors in Cochrane, AB

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Cochrane area.

Ellements Financial Group

Cochrane Mortgage

Maes Divorce Consulting

Elevate Financial Strategies

Evermark Financial

Vision Financial

Davy Joly - De Thomas Wealth Management

Flatland Power Health Wealth

Insta Tax Services

Blasetti Broyles

Condor Integrity CPA

IG Wealth Management | Matthew Sheppard-Brown Qafp, RRC

Profectus Business Consulting

FFG Business and Health Solutions

D. Botha

Quiet Wealth Investia Financial Services

Generations Planning Group

Ogden Financial Planners

Can- World Finance Services

Elevation Mortgage

Brown Boys Accounting

Wave Taxes

The Mortgage Group

Well Bean Coaching

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

Why these companies made our list

Wealth Management Advisors near Cochrane

Popular in Cochrane