Best Financial Advisors in Grande Prairie, AB

“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.”

“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.”

“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.”

“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.”

“Her non-conventional ideas and innovative consideration make her a trusted ally in business”

“We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans.”

“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...”

““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...”

“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 ...”

“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...”

“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...”

“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.”

“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.”

“Derek helped with educating me about the importance of saving for my goals and how he can help.”

“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.”