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

(45)
  • Team
  • Money
  • Efficient
“He asked us tons of questions for clarity and we were so happy with his work we had him review a past years taxes where he found us a significant savings.”
Transparent Fees & Pricing
9929 100 Ave., Grande Prairie, AB T8V 0V1
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Rubbix Risk & Wealth Management

Rubbix Risk & Wealth Management

(30)
  • Community
  • Confident
  • Feel
“The initial consultation was very simple to schedule and he is very easy to talk to - he answered all of my many questions and I feel 100% confident that he understands our needs.”
In Business Since 2015
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.”
10712 100 St #201, Grande Prairie, AB T8V 3X8
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Neil and Associates

Neil and Associates

(23)
  • Financial
  • Questions
  • Benefit
“Mitch in particular is a very effective communicator and has gathered an impressive amount of knowledge throughout his career that equips him to take care of all of your insurance, group benefit, and wealth management needs.”
Transparent Fees & Pricing
10715 102 St, Grande Prairie, AB T8V 2X1
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Hunt Group Private Wealth

Hunt Group Private Wealth

(3)
“Her non-conventional ideas and innovative consideration make her a trusted ally in business”
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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Professional Account Management

Professional Account Management

(2)
“I get them to file my taxes every year and they are always thorough, professional and competent.”
Free Initial Consultation
In Business Since 2012
Inside Grande Peace Law, 9856 97 Ave #106, 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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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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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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CLH Capital Corp.

CLH Capital Corp.

In Business Since 2013
9803 101 Ave #201, Grande Prairie, AB T8V 0X6
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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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Northern Asset Management

Northern Asset Management

(2)
“Derek helped with educating me about the importance of saving for my goals and how he can help.”
280 King St, Spruce Grove, AB T7X 2C6
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Commonwealth Financial

Commonwealth Financial

(1)
“Thank you for the great ratings!”
331 George St, Prince George, BC V2L 1R4
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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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Brandon Kirk - Primerica Financial Services

Brandon Kirk - Primerica Financial Services

(43)
  • Family
  • Future
  • Financial Advisor
“Very Knowledgeable and is a pleasure to be around helps with anything and everything a person needs to know about finances and how to help them toward your goal”
Emergency Services
In Business Since 2021
1584 7 Ave #101, Prince George, BC V2L 3P4
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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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Adamitz Financial Solutions

Adamitz Financial Solutions

(6)
  • Life Insurance
  • Confident
  • Family
“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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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

(14)
  • Family
  • Insurance
“A critical insurance plan where all of the money I put into it, both corporate and personal, would be returned to me at the age of 65 if I didn't have a critical incident by then.”
CFP Certified
In Business Since 2011
4911 50 St, Stony Plain, AB T7Z 1T3
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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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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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