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.

Harpiyar Sandhu Professional Corporation

Harpiyar Sandhu Professional Corporation

(5)
“So happy to get to know this corporation”
In Business Since 2011
3132 Parsons Rd NW #213, Edmonton, AB T6N 1L6
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High Level Wealth Management

High Level Wealth Management

(7)
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
In Business Since 2019
11212 99 Ave, Edmonton, AB T5K 0G8
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Yan & Peng Accounting Services & Tax Accountant Edmonton

Yan & Peng Accounting Services & Tax Accountant Edmonton

(8)
Personal Accounting, Corporate Accounting
“They are so on top of it and I consider hiring them to be one of the best decisions I ever made.”
In Business Since 2016
6958 76 Ave NW Suite 204, Edmonton, AB T6B 2R2
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Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(29)
Print a Pink Card, Submit a Claim
“We've always been pleased with the services we've received from Cornerstone but Tanya Jaeger regularly goes above and beyond when it comes to providing service.”
Free Initial Consultation
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2000
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(30)
First Time Home Buyers, Home Equity Line Of Credit, Refinance
“Jeremy was awesome, he is very thorough in his work and explanations, he was always available to answer any and all questions we had and he made the entire process feel super easy!”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.2 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
Capital Edge Financial Planning

Capital Edge Financial Planning

(28)
Group Retirement & Savings, Retirement & Investment, Group Benefits
“Dave and Peggy have been amazing throughout the years, with expert advise and prompt reaction to variety of life situations demanding sound financial advice.”
In Business Since 2009
21143 48 Ave NW, Edmonton, AB T6M 0G2
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KWB Accountants & Advisors

KWB Accountants & Advisors

(23)
  • Knowledge
  • Questions
  • Informative
“I contacted KWB about small business corporation paying dividends to its shareholders, both Johnny and Delia are very helpful and knowledgeable in their area.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2006
9771 54 Ave NW, Edmonton, AB T6E 5J4
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Blackburn Davis Financial

Blackburn Davis Financial

(27)
Business Planning, Risk Management, Estate Planning
“I also appreciate that they periodically host educational sessions in the form of “Client Appreciation Events” that serve to remind that BDF is always on the look out for their clients best interests.”
In Business Since 2008
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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Money Mentors Edmonton

Money Mentors Edmonton

(28)
  • Feel
  • Options
  • Information
“Her passion for supporting Albertans through financial hardship is remarkable as she is deeply invested in her community and a great advocate for Money Mentors.”
In Business Since 2007
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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McGuire Financial Group

McGuire Financial Group

(29)
Wealth Creator – Debt Strategy, PAR Policies, Insurance Wants and Needs
“The McGuire Financial team provided a very innovative perspective on how to invest your money rather than the traditional methods presented in every day life.”
In Business Since 2007
6030 88 St NW #210, Edmonton, AB T6E 6G4
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Caskey & Company

Caskey & Company

(23)
Reviews, Compilations, Audits
“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.”
In Business Since 2010
10441 178 St NW #205, Edmonton, AB T5S 1R5
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NJ Tax & Accounting

NJ Tax & Accounting

(8)
Gst/ Hst, PST Returns, Corporate & Small Business, Business Closures
“From our experience this is what would summarize it: Rather than just focusing on our accounting needs, they're really invested in making sure that we succeed.”
In Business Since 2021
3209a 97 St NW, Edmonton, AB T6N 1B7
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Greatway Financial

Greatway Financial

(12)
  • 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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Analysis360

Analysis360

(4)
DIY = Do it Yourself Bookkeeping, Payroll Services, Accounting & Taxation
“He has a straight forward approach to business and is very easy to speak whether it's a simple filing of your yearly taxes and GST or a more complex issue which requires speaking directly to the CRA.”
Transparent Fees & Pricing
In Business Since 2012
10587 108 St NW, Edmonton, AB T5H 2Z9
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Goth & Company

Goth & Company

(6)
“A friendly voice answering the phone, combined with knowledgeable staff making themselves available to answer questions and schedule appointments leads to a great experience.”
Free Initial Consultation
In Business Since 2010
17510 102 Ave NW, Edmonton, AB T5S 1K2
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Qube Investment Management

Qube Investment Management

Private Health Services Plans, Reserve Funds, Intergenerational Planning
“Qube Investment Management Inc. is a registered portfolio management firm in the Provinces of Alberta and British Columbia and was a registered portfolio management firm on June 25, 2012. Any return period cited before this date was prior to QIM bein...”
Transparent Fees & Pricing
In Business Since 2016
9414 91 St #200, Edmonton, AB T6C 3P4
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Beyond Business Financial Solutions

Beyond Business Financial Solutions

(14)
Insurance Products, Group Benefits & Retirement Services, Investments
“My husband and I have worked with Ryan for over a decade and completely trust his expertise, ethics, and care of our individual and joint financial portfolios.”
In Business Since 2016
8925 51 Ave NW #318, Edmonton, AB T6E 5J3
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Muhs Wealth Partners

Muhs Wealth Partners

(4)
“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 Suite 570, Edmonton, AB T5J 3S4
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Entrepreneurs Wealth Management

Entrepreneurs Wealth Management

(8)
  • The Future
  • Family
  • Team
“I haven't always been wise with my money, but with the guidance of Charly my family and I can plan for the future we have always wanted and worked for.”
In Business Since 2018
8104 160 Ave NW, Edmonton, AB T5Z 3J8
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Stephen Sicoli

Stephen Sicoli

(2)
“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.”
Free Initial Consultation
In Business Since 2000
4723 52 Ave NW #102, Edmonton, AB T6B 3N4
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Metro Financial Planning

Metro Financial Planning

(2)
Self Employed & Business Planning, Corporate Planning, Personal Financial Products
“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.”
In Business Since 2011
17510 102 Ave NW, Edmonton, AB T5S 1K2
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Everlife Wealth Management

Everlife Wealth Management

(2)
Business Consulting, Estate Management, Tax Services
“They are always a pleasure to deal with :-)”
In Business Since 2020
11203 180 St NW, Edmonton, AB T5S 0B4
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CWB Wealth

CWB Wealth

(1)
“Great Investment Company”
Remote Consultations Available
In Business Since 2015
10303 Jasper Ave Suite 1250, Edmonton, AB T5J 3N6
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Navigator Financial Services

Navigator Financial Services

(1)
Financial Seminars
“John is very open and forthright in explaining the current market conditions and the recommendations that he has because of the current situation.”
In Business Since 1999
2951 Ellwood Dr SW #204, Edmonton, AB T6X 0B1
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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.

Why these companies made our list

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