Best Financial Advisors in Edmonton, AB

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“Paperwork is always complete, accounts are managed, questions answered within hours… There are very distinct rules and processes for investing and moving money.”

“They are so on top of it and I consider hiring them to be one of the best decisions I ever made.”

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

“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.”