Best Financial Advisors in Fort Saskatchewan, AB

Handpicked from 56 vetted & reviewed Financial Planning & Wealth Management firms in the Fort Saskatchewan area, explore the top 5 standout choices among the selected group of 24 finalists.

HT & Associates

HT & Associates

(29)
Bookkeeping, Corporate Tax Returns, Accounting & Assurance
“I have used Henry and his staff for our family's taxes as well as our business taxes for the last couple of years and could not ask for a better accountant.”
In Business Since 2018
11129 83 Ave Unit 103, Fort Saskatchewan, AB T8L 3T9
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Switzer Financial Services - Iapw

Switzer Financial Services - Iapw

“We understand that your financial journey is unique, and we're here to help you navigate it with confidence. With our fee-based approach to portfolio management, our earnings are directly tied to the performance of your portfolio, creating a partners...”
In Business Since 2015
100 Ave, Fort Saskatchewan, AB T8L 1Y8
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Statera Financial Planners

Statera Financial Planners

(14)
Legacy, Business Owners, 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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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(50)
Income/Rental Property, New To Canada Borrower, First Time Home Buyers
“I had all the decision making power, but thanks to him all my decisions were well informed by a knowledgeable, and experienced professional who had my better interest in mind.”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Goth & Company

Goth & Company

(50)
  • Stress
  • Proposal
  • Informative
“Fantastic service, very helpful, didn't really know what i was going to do, found Goth & Company, really helped me get on track of finances, I recommend this team, Thanks so much!!”
Free Initial Consultation
In Business Since 2010
6836 104 St NW, Edmonton, AB T6H 2L6
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.2 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
Mortgages by Christine M

Mortgages by Christine M

(33)
  • The Future
  • Patient
  • Knowledge
“She spent hours upon hours looking for the perfect lender at the best interest price and was always keeping us up to date on where all the paperwork was at.”
Free Initial Consultation
849 Premier Way #310, Sherwood Park, AB T8H 0V2
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McGuire Financial Group

McGuire Financial Group

(41)
Health Spending, Wealth Creator – Debt Strategy, Circle of Wealth
“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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Frederick & Company

Frederick & Company

(32)
  • Leadership
  • Solution
  • Understanding
“  If you are getting bogged down and feeling overwhelmed with bills piling up and never feeling like you are getting ahead, I highly recommend you sit down with someone on her team.”
201 Kaska Rd #63, Sherwood Park, AB T8A 2J6
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Advico

Advico

(26)
  • Loan
  • Needs
  • Solutions
“Kyle was super helpful in walking me through the entire process, and answering any and all of my questions, and came up with the perfect solution for myself and my business.”
2004 Sherwood Dr, Sherwood Park, AB T8A 0Z1
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High Level Wealth Management

High Level Wealth Management

(13)
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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Sunesis Financial CFP | Edmonton Financial Advisor

Sunesis Financial CFP | Edmonton Financial Advisor

(18)
  • Strategy
  • Passion
  • Plan
“When Matthew laid out our goals and gave us idea on how to save and what to cut back on, I sit here today writing this we are officially home owners and we cannot thank Matthew enough.”
In Business Since 2017
Westana Square, 52 Sioux Rd #220, Sherwood Park, AB T8A 4X1
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Gold Investment Management

Gold Investment Management

(15)
  • Investment Company
  • Communication
  • Professional
“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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Broadmoor Accounting & Financials

Broadmoor Accounting & Financials

(10)
Financial Statement Preparation, Business Payroll, Bookkeeping Services
“Broadmoor's response to my tax returns was prompt and professional.”
In Business Since 2024
12 Blackfoot Rd #6, Sherwood Park, AB T8A 4P4
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Clarity Wealth Counsel

Clarity Wealth Counsel

(9)
Shareholder Agreements, Charitable Giving, Cash Flow
“They go the extra mile to put strategies into place that are designed specifically for that client, rather than using a 'one size fits all' plan which would make their job easier but not be as effective for their client.”
In Business Since 2014
10 Carleton Dr suite 40a, St. Albert, AB T8N 7L2
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Blue Sky Business Development Corp.

Blue Sky Business Development Corp.

(9)
Exit Strategies, Grant Funding, Business Plans
“They gave us amazing consultancy for our family's restaurant and now we really understand how important the online presence is for a business, respond to all of our questions patiently.”
In Business Since 2019
17 Boudreau Rd 70 Suite 1, St. Albert, AB T8N 7K5
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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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Muhs Wealth Partners

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.”
Transparent Fees & Pricing
In Business Since 2013
10180 101 St NW #2800, Edmonton, AB T5J 3S4
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Entrepreneurs Wealth Management

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.”
In Business Since 2018
8104 160 Ave NW, Edmonton, AB T5Z 3J8
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Cathcart Financial

Cathcart Financial

(2)
Investment, Business Owners, Insurance
“Goes above and beyond to k le his client and develop the proper strategy to build wealth for his client.”
9945 50 St NW floor 5 suite 518, Edmonton, AB T6A 0L4
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FDG Financial Destination Group

FDG Financial Destination Group

(1)
Group Benefits & Retirement, Financial Planning, Insurance
“We have the best rep Margaret, she did an amazing job helping us with our benefits package!”
In Business Since 2012
4918 Roper Rd NW, Edmonton, AB T6B 3T7
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IPC Securities Corporation - Russ Elford

IPC Securities Corporation - Russ Elford

Private Wealth
“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
160 Broadway Blvd #224, Sherwood Park, AB T8H 2A3
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Graham Wealth Partners

Graham Wealth Partners

Wealth & Estate Planning, Exit and Retirement Planning For Business Owners, Portfolio Management
“We know you have important goals for your future. We all need advice on how to get there. Graham Wealth Partners can provide you with the best recommendations to help you accomplish both your short-term and long-term investment goals. We'd love to ex...”
In Business Since 2011
10180 101 St NW Suite 570, Edmonton, AB T5J 3S4
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Sterling Wealth Management

Sterling Wealth Management

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
In Business Since 1999
10109 106 St #402, Edmonton, AB T5J 2A3
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D W Good Investments

D W Good Investments

(3)
“Great people, very easy to deal with and have never had an issue when I needed to talk about my future.”
In Business Since 2010
83 St NW, Edmonton, AB T6C
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Retirement Planning and Investment Management Services in Fort Saskatchewan, AB Cost Estimates

Minimum cost
$1209
Maximum cost
$10273
National Average
$3626
Avg Per Hour Rates
$363
$2417
$6647
Average price range is based on 433 cost profiles
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Average Cost $3626
Minimum cost $1209
Maximum cost $10273
Avg Per Hour Rates $363

Average range $2417 to $6647 is based on 433 cost profiles.

Why these companies made our list

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