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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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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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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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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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(50)
First Time Home Buyers, Home Equity Line Of Credit, Refinance
“They helped us find the best rate for our home purchase, but what was even more amazing was how Ginger continued to search for a better rate and as a result they were able to get us a lower rate!”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Money Mentors Edmonton

Money Mentors Edmonton

(49)
  • Information
  • Resources
  • Financial Literacy
“Linda is so passionate and she such a positive influence, we booked her for some up and coming events with our clients, I'm looking forward to having Linda come out to give her presentation.”
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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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
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Capital Edge Financial Planning

Capital Edge Financial Planning

(36)
Investment Planning, Employee Group Benefits, Insurance
“Dave and Peggy have been amazing throughout the years, with expert advise and prompt reaction to variety of life situations demanding sound financial advice.”
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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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.”
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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KWB Accountants & Advisors

KWB Accountants & Advisors

(26)
  • 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.”
Free Initial Consultation
In Business Since 2006
9771 54 Ave, Edmonton, AB T6E 5J4
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Yourwealth Advisory / iA Private Wealth

Yourwealth Advisory / iA Private Wealth

(21)
  • Portfolio
  • Family
  • Team
“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

(11)
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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Gold Investment Management

Gold Investment Management

(18)
  • Professional
  • Fees
  • Team
“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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Greatway Financial

Greatway Financial

(17)
  • 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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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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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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NJ Tax & Accounting

NJ Tax & Accounting

(8)
Gst/ Hst, PST Returns, Corporate & Small Business, Business Closures
“I just want to say Thank You for a very professional Experience”
In Business Since 2021
3209a 97 St NW, Edmonton, AB T6N 1B7
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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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Beyond Business Financial Solutions

Beyond Business Financial Solutions

(17)
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.”
8925 51 Ave NW #318, Edmonton, AB T6E 5J3
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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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Statera Financial Planners

Statera Financial Planners

(2)
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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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 #201, Edmonton, AB T6W 3S9
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Silver Maple Financial - IPC Investment Corporation

Silver Maple Financial - IPC Investment Corporation

(10)
  • Goals
“Using sound financial principles, with great insight from his mentors, will help you achieve your goals, both in a professional manner and with a smile!”
17420 Stony Plain Rd #214, Edmonton, AB T5S 1K6
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Evergreen Wealth Advisory

Evergreen Wealth Advisory

(9)
  • Crystal
“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.”
In Business Since 2021
10243 178 St NW, Edmonton, AB T5S 1M3
Featured

Comprehensive Financial Planning Company in Edmonton At Evergreen Wealth Advisory, we provide comprehensive financial planning services to families and businesses in Edmonton. We're proud to be a part of the community and work hard to help our clients achieve their long-term financial goals. Visit our website today for more information! Evergreen Wealth Advisory 10243 178 St NW Edmonton, Alberta T5S 1M3 Canada...

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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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