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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.”

i

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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.”

i

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Capital Edge Financial Planning

(42)

Company
Disability
Questions

“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.”

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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.”

i

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McGuire Financial Group

(41)

Educational
Team
Concept

“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.”

i

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Blackburn Davis Financial

(26)

Goals
Meeting
Questions

“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.”

i

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 1,123 reviews; 4 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (76%) and quality (71%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (7), insurance (3), retirement planning (3), business planning (2) and investment planning (2). 1 shows a licence on its website. 8 have ten or more years of experience, the longest 26 years. 1 offers remote or virtual consultations; 4 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; 20 publish a contact page; 18 list a public email and 3 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?

4 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

(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.”

i

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Statera Financial Planners

(14)

Advice
Number
Management

“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.”

i

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High Level Wealth Management

(13)

Future
Concepts
Portfolio 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.”

i

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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.”

i

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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.”

i

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Bespoke Book

(7)

“We have done our family tax filing with them and it was very reasonable and smooth.”

i

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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.”

i

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Rick Fairley - Retirement Planner & Life Insurance Advisor

(8)

Goals
Happy

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

i

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Nobrega Financial

(6)

“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.”

i

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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.”

i

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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.”

i

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Evergreen Wealth Advisory

(9)

Needs
Advice
Insurance

“Matthew Hammond provided clear, straightforward advice and had first-rate communication; he helped me feel confident that I was making good decisions with my money.”

i

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Donnelly & Co.

(14)

“Dani Perl has been my accountant for over a decade and I would trust no one else with my personal information, as well as ensuring that I am compliant.”

i

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Stephen Sicoli

(4)

“Stephen is sharp, analytical thinker, also strong communicator who can share his insight, he knows his stuff and does his home work and gives you the best advice.”

i

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Entrepreneurs Wealth Management

(8)

Team
The Future
Family

“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.”

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Metro Financial Planning

(3)

“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.”

i

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Aspire Investments & Insurance

(13)

Meeting
Business
Markets

“Lucas is very knowledgeable, understands our investment needs, and is quick to keep us informed and help us adjust to changing markets to meet our goals.”

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Everlife Wealth Management

(2)

“They are always a pleasure to deal with :-)”

i

Average Cost	$3748
Minimum cost	$1249
Maximum cost	$10617
Avg Per Hour Rates	$375

Best Financial Advisors in Edmonton, AB

Voyage Financial Services

Money Mentors Edmonton

Capital Edge Financial Planning

World Financial Group

McGuire Financial Group

Blackburn Davis Financial

Area overview: Edmonton, AB

KWB Accountants & Advisors

Statera Financial Planners

High Level Wealth Management

Yourwealth Advisory / iA Private Wealth

Gold Investment Management

Bespoke Book

Grow Your Wealth Financial Planning

Rick Fairley - Retirement Planner & Life Insurance Advisor

Nobrega Financial

Abacus Wealth Management

Muhs Wealth Partners

Evergreen Wealth Advisory

Donnelly & Co.

Stephen Sicoli

Entrepreneurs Wealth Management

Metro Financial Planning

Aspire Investments & Insurance

Everlife Wealth Management

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

Why these companies made our list

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