View Profile

Voyage Financial Services

(50)

Investment
Travel Insurance
Registered Retirement Savings Plan

“⭐️⭐️⭐️⭐️⭐️ Dhaval Bhai is our Family Financial Advisor, He helped us with Parents Super Visa Insurance, Life Insurance, Critical Illness Insurance, RESP for my Kids and he also helps with Day to Day advise on my financial goals.”

i

View Profile

World Financial Group

(47)

Investments
Family
Saving

“He gave great explanations of the different kinds of investment opportunities available to me, and also gave a very personal approach that helped me make optimal decisions that worked best for my financial wellbeing.”

i

View Profile

Bespoke Book

(7)

“Yousuf and Ayesha have a great knowledge , they guided and helped me in getting a good tax refund .”

i

View Profile

Grow Your Wealth Financial Planning

(23)

Knowledge
Expertise
Family

“I was unsure about seeking help but have found that we have incurred much knowledge and many savings, hiring a financial adviser is the best step to answering your questions and ensuring the best financial choices.”

i

View Profile

Nobrega Financial

(6)

“We've found the perfect balance of saving for retirement and the future while still being able to live our daily lives without feeling pressured to save every penny.”

i

View Profile

The Financial Strategist

(1)

“I recommend them for your life insurance or any other insurance needs”

i

The 24 firms listed for Leduc, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Leduc, AB

22 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 1,101 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (78%) and quality (66%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 1 is open around the clock; 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (6), retirement planning (3), business planning (2), insurance (2) and investment planning (2). 1 shows a licence on its website. 6 have ten or more years of experience, the longest 27 years. 1 offers urgent consultations; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Leduc offer a free first meeting?

4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

View Profile

Navigator Financial Services

(1)

“John is very open and forthright in explaining the current market conditions and the recommendations that he has because of the current situation.”

i

View Profile

Hacking Financial Strategies

(2)

“I have been a client of Allan Hacking at Financial Strategies Group for 12 years and another member of my family has been a client of Allan's for 23 years.”

i

View Profile

Brightview Financial Services

(1)

“Brightview was easy to work with and their competitive rates made it an easy choice to sign with them as our benefits provider.”

i

View Profile

Pinnacle Sovereign Wealth

(1)

“We really appreciate the personalized approach that Adrian takes; he took the time to understand our unique financial situation and goals.”

i

View Profile

Wade Financial Services

i

View Profile

Kristine Page

i

View Profile

Money Mentors Edmonton

(49)

Presentation
Resources
Financial Literacy

“I'd like to thank and recommend Shri Thiel and the Client Services team for their patience, knowledge , and flexibility in doing this on line, I'm sorry I couldn't have done when not a resident - no rip-off here!!”

i

View Profile

Capital Edge Financial Planning

(42)

Investment
Disability
Questions

“When my disabilities worsened and prospects around returning to gainful employment were lost, Dave provided me with the option of investing in a Registered Disability Savings Plan (RDSP), an investment I wouldn't have been aware of without the care a...”

i

View Profile

McGuire Financial Group

(41)

Information
Team
Concept

“We have been programmed to think of personal finance in a certain way that relies on forfeiting interest to banks and lenders, but the folks at McGuire offer an exciting alternative that flips this system on its head and makes us both the lender and ...”

i

View Profile

Blackburn Davis Financial

(26)

Retirement
Meeting
Questions

“As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status ...”

i

View Profile

KWB Accountants & Advisors

(26)

Small Business
Knowledge
Questions

“The most helpfull staff in the world, willing to go the extra mile, fast replies i very reccomend this firm to be your choice for financial matter, reasonable rates as well, i am in ongoing communication with them and its a true joy”

i

View Profile

Advico

(26)

Plan
Investment
Options

“Recently it was the one year anniversary of the plan, and Kyle took the time to go through every detail of how the policy is doing, as well as all of my options for making sure that my clinic is protected and that I'm maximizing how my money is worki...”

i

View Profile

Statera Financial Planners

(14)

Retirement
Number
Management

“My wife and I have entrusted Greg, Rita and more recently Courtney with our investments and ultimately our retirement savings for close to 20 years, along the way we have received excellent advise both in good and bad years and now that we are ret...”

i

View Profile

High Level Wealth Management

(13)

Financial Planning
Concepts
Portfolio Management

“His approach to investing, being a registered Advising Representative and CFA® charterholder, and his many years' experience investment industry gives me the comfort and confidence that my investment portfolio is carefully considered and tested again...”

i

View Profile

Yourwealth Advisory / iA Private Wealth

(21)

Team
Decisions
Portfolio

“They've been instrumental in growing our portfolios while we navigate some major life milestones (real estate transactions, starting a family, growing a business) and we couldn't be happier with the service we've received.”

i

View Profile

Sunesis Financial CFP | Edmonton Financial Advisor

(18)

Goals
Value
Future

“Although we already had a pretty good budgeting foundation before working with Matt, he has provided us guidance and formalisation for our budget that helped us to support all these new investment plans while still maintaining (and sometimes even gro...”

i

View Profile

Gold Investment Management

(15)

Team
Goals
Fees

“After being with another advisor at CIBC for ten years with mediocre results, I opened up multiple trading accounts at GOLD Investment Management, both for me personally (and registered accounts) as well as for my investment corporation.”

i

View Profile

Rick Fairley - Retirement Planner & Life Insurance Advisor

(8)

Happy
Goals

“After our first visit with him, we couldn't stop talking about how happy we were to have finally involved a professional in our finances and how happy we were to have met Rick!!”

i

Average Cost	$3641
Minimum cost	$1214
Maximum cost	$10315
Avg Per Hour Rates	$365

Best Financial Advisors near Leduc, AB

Voyage Financial Services

World Financial Group

Bespoke Book

Grow Your Wealth Financial Planning

Nobrega Financial

The Financial Strategist

Area overview: Leduc, AB

Navigator Financial Services

Hacking Financial Strategies

Brightview Financial Services

Pinnacle Sovereign Wealth

Wade Financial Services

Kristine Page

Money Mentors Edmonton

Capital Edge Financial Planning

McGuire Financial Group

Blackburn Davis Financial

KWB Accountants & Advisors

Advico

Statera Financial Planners

High Level Wealth Management

Yourwealth Advisory / iA Private Wealth

Sunesis Financial CFP | Edmonton Financial Advisor

Gold Investment Management

Rick Fairley - Retirement Planner & Life Insurance Advisor

Retirement Planning and Investment Management Services in Leduc, AB Cost Estimates

Why these companies made our list

More Financial Advisors in Alberta

Popular in Leduc

Tools: Financial Advisors