Capital Edge Financial Planning
“They were both incredibly personable, timely, and thorough, and I always felt that our best interests were their top priority.”
Best Financial Advisors in Edmonton, AB
24 firms listed · all 24 in Edmonton · 4 open weekends · 23 rated 4.5+ · 1 shows a licence
Data verified October 21, 2026
Voyage Financial - Since 2009. Mdrt Advisor.
“It's a great experience with dhaval shah and recive good knowledge about insurance.”
Yourwealth Advisory / Aligned Capital Partners Inc.
“He continues to be insightful, transparent regarding my finances, and has continued to have open communication throughout the last few years in working together.”
Money Mentors Edmonton
“I was going through a difficult time with debt and Money Mentors helped me out.”
World Financial Group
“These people care a lot about helping families save money and help to make sure you are covered!”
McGuire Financial Group
“I consider myself somewhat illiterate when it comes to finances and she made is simple and accessible.”
The 24 firms listed for Edmonton, 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: Edmonton, AB
All 24 firms we list here are in Edmonton itself. We have 75 firms in Edmonton on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 1,633 reviews; 6 have 50 or more reviews and 23 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (6), insurance (3), business planning (2), investment planning (2) and investments (2). 1 shows a licence on its website. 9 have ten or more years of experience, the longest 26 years. 1 offers remote or virtual consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Edmonton offer a free first meeting?
3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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KWB Accountants & Advisors
“They take a proactive interest in both immediate requirements and long-term goals, consistently delivering above and beyond expectations.”
Blackburn Davis Financial
“After the first meeting with John and Stephen, I knew that this was not your typical give us your money and we will invest it business”
High Level Wealth Management
“As income tax preparation is included in the financial management service, it is an important consideration that I appreciate.”
Statera Financial Planners
“To he succinct, Greg is the reason both my wife and I retired early, comfortably and are able to enjoy a relaxed and stress free retirement”
Bespoke Book
“We have done our family tax filing with them and it was very reasonable and smooth.”
D W Good Investments
“He has superior investment knowledge and discipline that has without a doubt changed my family's life.”
Gold Investment Management
“They constantly keep me updated and their management and staff offer me financial advice and they truly care.”
Rick Fairley - Retirement Planner & Life Insurance Advisor
“He is knowledgable, and asks relevant questions to gain a comprehensive understanding of our financial situation and goals.”
Aspire Investments & Insurance
“My Advisor Kaiden was super helpful in setting me up for a FHSA, and made the experience super easy and transparent on how my assets are managed.”
Entrepreneurs Wealth Management
“If you're looking for a financial advisor who listens and gives real guidance, I'd highly recommend reaching out to Charley at Entrepreneurs Wealth Management.”
Nobrega Financial
“We've found the perfect balance of saving for retirement and the future while still being able to live our daily lives without feeling pressured to save every penny.”
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Muhs Wealth Partners
“Markus is a trusted and insightful financial planner whose clear guidance and deep expertise have made a meaningful impact on my family's financial confidence.”
Evergreen Wealth Advisory
“They will work with you closely to determine what is the best course of plan for your investment needs!”
Donnelly & Co.
“We truly appreciate the guidance that they have provided and will continue to work with them for many years to come.”
Metro Financial Planning
“He's knowledgeable and passes that knowledge on to his clients and makes sure that you completely understand what you're doing and how you're money can work better for you.”
Qube Investment Management
“They have demonstrated great caring and respect to accompany the depth of knowledge they collectively employ to manage my finances.”
Stephen Sicoli
“In these uncertain times you need to know that your financial advisor has your well being in mind and is working towards your financial goals, this is the guy you want”
Planium Wealth
“They have always been extremely thorough in explaining their insurance and financial products to me, and not once have I ever felt pressured to purchase or invest in anything.”
Why these companies made our list
What clients say about firms in Edmonton
- “They know how to grow a portfolio the right way, and are responsive, helpful and professional.” — client of Qube Investment Management
- “They are very professional, responsive to queries, and take the time to explain what is happening with our portfolio and why.” — client of Blackburn Davis Financial
- “AJ is always accessible, super responsive, and proactive in keeping me informed about market trends or any adjustments needed in my portfolio.” — client of Yourwealth Advisory / Aligned Capital Partners Inc.
- “Working with Dave is very easy. He is prompt, knowledgeable and personable, tailoring his financial plan to your specific needs and goals.” — client of Capital Edge Financial Planning
- “Kent is an exceptional professional, and has helped me organize my portfolio to match my needs.” — client of High Level Wealth Management
Excerpts from public reviews of the firms listed on this page.
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