Best Financial Advisors in Grande Prairie, AB

The highest-rated Financial Planning & Wealth Management companies out of 201 vetted & reviewed in the Grande Prairie area.

Simplify Accounting

Simplify Accounting

(49)
  • Questions
  • Insurance
  • Money
“Simplify helped me and my small business get off the ground, supporting us with the information we needed to navigate the changes becoming incorporated (bookkeeping, taxes, GST etc.”
Transparent Fees & Pricing
9929 100 Ave., Grande Prairie, AB T8V 0V1
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Neil and Associates

Neil and Associates

(30)
  • Investments
  • Knowledge
  • Financial
“Mitch has always been a Great person to deal with and his knowledge and advice are second to none when it comes to passing along financial wisdom, and helping navigate through many issues we've had with company group benefits throughout the years.”
10715 102 St, Grande Prairie, AB T8V 2X1
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McNabb Lucuk

McNabb Lucuk

(24)
Bookkeeping, Business Consulting, Budgeting
“Not only are the services here exceptionally fast, Marlin is a wealth of knowledge when it comes to helping businesses get off the ground with any other needs they have.”
In Business Since 2014
10712 100 St #201, Grande Prairie, AB T8V 3X8
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Hunt Group Private Wealth

Hunt Group Private Wealth

(5)
“They deliver sound financial advice on a very professional level and make you feel part of the solution.”
11510 Westgate Dr Unit 108, Grande Prairie, AB T8V
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Plan-It Financial Corporation

Plan-It Financial Corporation

(1)
“We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans.”
In Business Since 2010
10011 92 St #300, Grande Prairie, AB T8V 7T5
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Derrick Casey - Financial Advisor

Derrick Casey - Financial Advisor

“Life insurance is sometimes referred to as your final love letter to your spouse. We will help you make that a great one. Being a full service brokerage allows us to price out life, critical illness and disability insurance to nearly a dozen insuranc...”
In Business Since 2021
9802 97 Ave #102, Grande Prairie, AB T8V 7K2
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Morris Financial Group

Morris Financial Group

Insurance Planning, Business Planning, Retirement Planning
““My adviser is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that she has provided was always well-organised and straight to the point. There was no fluff and everything was transpa...”
In Business Since 2015
9802 97 Ave #102, Grande Prairie, AB T8V 7K2
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Perry Securities

Perry Securities

(1)
“Everything was explained to us along the way so there was no confusion as to what our funds were doing or how they were working towards our financial goals.”
10135 101 Ave #102, Grande Prairie, AB T8V 0Y4
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Discovery Financial Group

Discovery Financial Group

“She specializes with Discovery Financial in all areas related to employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most...”
10134 97 Ave #203, Grande Prairie, AB T8V 7X6
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The Grande Prairie Beef Co-op

The Grande Prairie Beef Co-op

“You will benefit from our low interest rates and low administration costs. We offer financing for cattle purchases or to draw equity out of your existing herd. Our per head limits are adjusted regularly along with market prices, and we have flexible ...”
101-10112 140 Ave, Grande Prairie, AB T8V 8G9
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Price Financial Group: Lindsay Price, Cpca

Price Financial Group: Lindsay Price, Cpca

9802 97 Ave Unit 102, Grande Prairie, AB T8V 7K2
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4 Pillars

4 Pillars

(2)
Credit Enhancement, Debt Relief Solutions
“I've tired multiple ways to contacted my case handler and its been a week and a half and still no answer back.”
Free Initial Consultation
In Business Since 2015
Serving Grande Prairie Area
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Red Deer Mortgage Lending

Red Deer Mortgage Lending

(49)
- Debt Consolidation, - Home Equity / Renovations, - First Time Buyers
“Unfortunately the seller was not interested to cooperate and told her to get me another bank well that poor women and her partner Cheryl worked day and night to try and find me a bank to get me into a home but every single bank in her database refuse...”
Transparent Fees & Pricing
In Business Since 2015
4915 54 St, Red Deer, AB T4N 2G7
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Prince Accounting

Prince Accounting

(10)
Corporate & Business Tax Compliance, Personal Tax Compliance, Bookkeeping & Financial Reporting
“When it comes to year-end filing they made the process extremely easy for us, and went through it in detail to answer any questions we had.”
Transparent Fees & Pricing
5020 50a St #102, Sylvan Lake, AB T4S 1R2
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Adamitz Financial Solutions

Adamitz Financial Solutions

(9)
  • Life Insurance
  • Plan
  • Confident
“As a result, I cancelled my current policy, and re wrote a life policy with her for the coverages I actually required, for a more competitive price, and options to add on in the future.”
In Business Since 2018
110a McLeod Ave, Spruce Grove, AB T7X 2H8
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The Financial Strategist

The Financial Strategist

(1)
Insurance Protection, Resp, Personalized Wealth Management Services
“I recommend them for your life insurance or any other insurance needs”
Free Initial Consultation
Emergency Services
102 4723 52 Ave, Edmonton, AB, T6B 3R6
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Advantage Pacific

Advantage Pacific

(5)
“I switched to Omineca because I know Josh personally, and he really does care about his clients and will always recommend products that are perfect for you specifically.”
In Business Since 2016
1244 4th Ave, Prince George, BC V2L 3J4
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Dan Houcher Financial

Dan Houcher Financial

(15)
  • Family
  • Questions
  • Insurance
“Through out the entire process of us getting life insurance, Dan was prompt to return calls, he communicated very well and he had solutions to possible issues set up before we even met with him.”
CFP Certified
In Business Since 2011
4911 50 St, Stony Plain, AB T7Z 1T3
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John Kason, Portfolio Manager - Fieldhouse Capital Management

John Kason, Portfolio Manager - Fieldhouse Capital Management

(4)
  • Retirement
  • Children
  • Strategy
“My wife and I have worked with John for 5 years now and he has been amazing in helping us grow our financial literacy as well as being very successful in growing our financial portfolio.”
In Business Since 2004
1244 4th Ave, Prince George, BC V2L 3J4
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Fundex Investments

Fundex Investments

“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
556 N Nechako Rd Suite 208, Prince George, BC V2K 1A1
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Commonwealth Financial

Commonwealth Financial

(1)
“Thank you for the great ratings!”
575 Victoria St, Prince George, BC V2L 2K2
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Rothe Wealth Management Manulife Wealth

Rothe Wealth Management Manulife Wealth

“Manulife Wealth Inc. is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a diverse range of life and health insurance p...”
In Business Since 2019
211 McLeod Ave, Spruce Grove, AB T7X 2K5
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RJ Mountain Wealth

RJ Mountain Wealth

Financial Planning, Tax Preparation & Planning, Will & Estate Planning
“We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized...”
In Business Since 2000
Serving Grande Prairie Area
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DMC Chartered Professional Accountants

DMC Chartered Professional Accountants

(2)
Corporate & Personal Tax, Audit & Assurance, Bookkeeping
“They set an appointment right away and never once said they had to approve the amount to make sure it was worth their time like a few others I had tried before.”
In Business Since 2000
696 Brunswick St, Prince George, BC V2L 2C1
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Retirement Planning and Investment Management Services in Grande Prairie, AB Cost Estimates

Minimum cost
$1229
Maximum cost
$10447
National Average
$3688
Avg Per Hour Rates
$369
$2458
$6760
Average price range is based on 407 cost profiles
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Average Cost $3688
Minimum cost $1229
Maximum cost $10447
Avg Per Hour Rates $369

Average range $2458 to $6760 is based on 407 cost profiles.

Why these companies made our list

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