Edmonton, AB

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Edmonton, AB
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Best Financial Advisors in Edmonton, AB

Handpicked from 60 vetted & reviewed Financial Planning & Wealth Management firms in the Edmonton area, explore the top 5 standout choices among the selected group of 24 finalists.

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Statera Financial Planners

Statera Financial Planners

(14)
Legacy, Family, Wealth
“Have been consulting with Romana for quite a number of years and with Rita's contributions every question, concern have been dealt with as concise, accurate and timely as anyone could ask for.”
Family Business
210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1
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Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(50)
Print a Pink Card, Submit a Claim
“Gerry also excelled in securing an outstanding auto insurance policy, demonstrating a keen understanding of the market and ensuring we received optimal coverage at competitive rates.”
Free Initial Consultation
Remote Consultations Available
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Goth & Company

Goth & Company

(50)
  • Informative
  • Trustee
  • Consumer
“Fantastic service, very helpful, didn't really know what i was going to do, found Goth & Company, really helped me get on track of finances, I recommend this team, Thanks so much!!”
Free Initial Consultation
In Business Since 2010
6836 104 St NW, Edmonton, AB T6H 2L6
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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(50)
First Time Home Buyers, Home Equity Line Of Credit, Refinance
“My husband and I are first time homebuyers, with little knowledge of how this works, and stepping into such a huge decision with little knowledge, and with how the economy is, was very scary.”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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NJ Tax & Accounting

NJ Tax & Accounting

(48)
Gst/ Hst, PST Returns, Corporate & Small Business, Business Closures
“I recently had the pleasure of working with NJ Accounting and Taxing, and I must say that my experience with their services was nothing short of exceptional.”
In Business Since 2021
3209a 97 St NW, Edmonton, AB T6N 1B7
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Voyage Financial Services

Voyage Financial Services

(50)
  • Parents
  • Travel Insurance
  • Registered Retirement Savings Plan
“Even though I did not contact Voyage when she left, the team reached out to me and upon learning she had traveled back, refunded back some money because she didn't use up to 1 year.”
9258 34a Ave NW Unit 203, Edmonton, AB T6E 5P2
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Money Mentors Edmonton

Money Mentors Edmonton

(49)
  • Information
  • Resources
  • Financial Literacy
“I've had the pleasure of attending a Money Mentors presentation hosted by Linda and not only did I expand my own financial literacy, but I learned how to support others within the community around me.”
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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Capital Edge Financial Planning

Capital Edge Financial Planning

(42)
Investment Planning, Employee Group Benefits, Insurance
“I appreciate that a thorough assessment is performed initially and is updated on an ongoing basis in order to establish and adjust for the best possible investment plan.”
21143 48 Ave NW, Edmonton, AB T6M 0G2
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World Financial Group

World Financial Group

(47)
  • Plan
  • Family
  • Saving
“In a short couple of months we stopped losing money in unnecessary payments, which was incredibly stressful and it felt like we were bailing water out of a boat with giant holes.”
Licensed
In Business Since 2000
9910 39 Ave NW #202, Edmonton, AB T6E 5H8
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McGuire Financial Group

McGuire Financial Group

(41)
Wealth Creator – Debt Strategy, PAR Policies, Insurance Wants and Needs
“The bootcamp seminar wasn't just 'enlightening' it was 'empowering' through being educated on a new way of taking charge, taking back control, of my/our own finances.”
6030 88 St NW #210, Edmonton, AB T6E 6G4
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Verity

Verity

(24)
Advisory and Bookkeeping, Accounting and Assurance, Tax
“She has been very patient and knowledgeable with answering my many questions and can always communicate accounting concepts so that they are easy to understand.”
Family Business
10445 178 St NW #100, Edmonton, AB T5S 1R5
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KWB Accountants & Advisors

KWB Accountants & Advisors

(26)
  • Knowledge
  • Questions
  • Informative
“Whilst researching the pros, cons, and options of using a personal vehicle for business, I stumbled across an article on the topic by David Wickenberg of KWB.”
Free Initial Consultation
In Business Since 2006
9771 54 Ave, Edmonton, AB T6E 5J4
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Blackburn Davis Financial

Blackburn Davis Financial

(26)
Business Planning, Risk Management, Estate Planning
“John then introduced us to Stephen who we have been dealing with for many years now, and Stephen has gone above and beyond through the years making us feeling comfortable with our financial investment.”
In Business Since 2008
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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Beyond Business Financial Solutions

Beyond Business Financial Solutions

(30)
Insurance Products, Group Benefits & Retirement Services, Investments
“He contacts us during the year if he thinks we need to adjust any of our investments, he is trustworthy, and has helped us navigate a retirement plan that works for us.”
8925 51 Ave NW #318, Edmonton, AB T6E 5J3
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Yourwealth Advisory / iA Private Wealth

Yourwealth Advisory / iA Private Wealth

(21)
  • Decisions
  • Portfolio
  • Family
“AJ and his team are like members of my own family and have never steered me wrong in in the management my assets or with any of the important financial decisions in my life.”
5470 Calgary Trail NW Suite 203, Edmonton, AB T6H 4J8
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High Level Wealth Management

High Level Wealth Management

(13)
Financial Planning, Tax Returns, Investment Management
“He has this amazing ability of taking all the stress out of each project, whether it be choosing an investment portfolio or breaking down a financial plan, and he really takes time to make sure you understand everything that's being said.”
Transparent Fees & Pricing
11212 99 Ave, Edmonton, AB T5K 0G8
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Greatway Financial

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.”
In Business Since 2012
2820 Calgary Trail NW Unit 4, Edmonton, AB T6J 6V7
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Bespoke Book

Bespoke Book

(7)
Financial Planning, Tax Planning, Bookkeeping Services
“We have done our family tax filing with them and it was very reasonable and smooth.”
Free Initial Consultation
In Business Since 2024
116, 9704 39 Ave NW 2nd Floor, Edmonton, AB T6E 6M7
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Gold Investment Management

Gold Investment Management

(15)
  • Professional
  • Goals
  • Fees
“Paperwork is always complete, accounts are managed, questions answered within hours… There are very distinct rules and processes for investing and moving money.”
In Business Since 2008
Fox One, 10226 104 St NW Suite 502, Edmonton, AB T5J 1B8
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Grow Your Wealth Financial Planning

Grow Your Wealth Financial Planning

(23)
  • Family
  • Expertise
  • Goals
“Prompt replies to questions, timely notification of changes that can impact our financial situation and well thought out suggestions on portfolio improvement are just a few examples.”
2207 90b St SW #2, Edmonton, AB T6X 1V8
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Rick Fairley - Retirement Planner & Life Insurance Advisor

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.”
8925 51 Ave NW #318, Edmonton, AB T6E 5J3
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Abacus Wealth Management

Abacus Wealth Management

(6)
  • Knowledge
  • Educated
  • 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.”
Free Initial Consultation
In Business Since 2022
6328A 104 St NW, Edmonton, AB T6H 2K9
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Nobrega Financial

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.”
In Business Since 2000
6050 Andrews Way SW Suite 201, Edmonton, AB T6W 3S9
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Muhs Wealth Partners

Muhs Wealth Partners

(5)
“We have transitioned from work into retirement and are looking forward to continuing our relationship with Markus (as well as spending our investments) for many years to come.”
Transparent Fees & Pricing
In Business Since 2013
10180 101 St NW #2800, Edmonton, AB T5J 3S4
Featured

As an essential business, we are open during the COVID-19 pandemic and working from home, meeting with clients and prospective new clients via Zoom (secure corporate version). Book a call or Zoom meeting with Markus below for a second opinion or for any questions on personal finance or the markets.

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

Minimum cost
$1249
Maximum cost
$10617
National Average
$3748
Avg Per Hour Rates
$375
$2498
$6870
Average price range is based on 288 cost profiles
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Average Cost $3748
Minimum cost $1249
Maximum cost $10617
Avg Per Hour Rates $375

Average range $2498 to $6870 is based on 288 cost profiles.

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Wealth Management Advisors near Edmonton

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