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Shaw & Associates Chartered Accountants & Bookkeepers

(49)

Bottom Line
Bookkeeping
Team

“I set up a meeting for my FREE consultation to ask questions about my small business and I kept waiting for them to try and sell me on services and they never did !”

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Avail CPA

(20)

Tax Personal Tax, Corporate Tax, GST, Business Advisory Profit Improvement, Growth Strategy, Executive Coaching, Audit Corporate, Non-Profit, Fraud Prevention

“They're very easy to communicate with, they utilize cloud accounting that is cutting edge, they are super responsive, and best of all they are always looking out for my best interest and saving me money.”

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Kranzler Financial Services

(25)

Benefits
Life Insurance
Solution

“You will either be pleasantly surprised, or else blown away (depending on the people you've dealt with previously for life insurance products or group benefits products).”

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Volution

(19)

Operations, Personal, Tax & Financial Review

“I have dealt with Jaden at Volution for over 5 years, his advice is always clear, honest, and professional and his dedication to his customers is second to none.”

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4 Pillars Personal Debt Restructuring Lethbridge

(4)

“If you are struggling financially due to debt, it's worth at least going for a free consultation.”

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Cox Financial Group

(16)

Team
Benefits
Options

“We consult with them anytime we look at altering our benefits program and they put in a ton of effort to provide us with the all the best options/solutions.”

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Capstone

Tax Advisory, Assurance & Accounting, Business Advisory

“That's where we differ. We're familiar with your industry and know how to help you align your individual, family and corporate finances for your business to thrive now and for generations to come.”

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Financial Health Associates

(9)

Information
Company
Insurance Plan

“Being a bsuiness owner also means there is alot to think about for the future and they have been incredibly accomodating and answered many many questions.”

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Bridge Benefits

(2)

“Rob took the time to explain everything that was involved and the differences between our options so that we could make an informed decision.”

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Spero Financial Group

(1)

“She has helped us through starting a business, buying a house, and planning a wedding!”

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Quintus Financial

(1)

“She is kind knowledgeable and knows how to make your money money!”

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Pavan Stevenson Wealth - RBC Dominion Securities

Estate Planning Checklist, Insurance, Estate Solutions

“Over the past 40 years, our experienced team of professionals has been providing customized wealth solutions and tax efficient strategies to high-net worth individuals, business owners and farmers to grow their wealth and achieve financial confidence...”

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Marsh Wealth Management Group - RBC Dominion Securities

“With over 100 RBC Wealth Management offices across Canada, professional wealth management is always within reach. Find a wealth manager today.”

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The Master Plan Wealth Management

“Whether you are just starting out in your career and looking for ways how to save money, or you are a baby boomer looking for retirement planning advice we can help. When it comes to retirement income planning, we assist our clients with integrating ...”

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Leavitt Group Private Wealth Management

“With an enhanced team-based approach that provides both local and national industry expertise, Leavitt Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions b...”

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Venn Wealth Partners

“Work with a qualified professional that has the experience to protect you and your loved ones from unexpected injury, illness, and death.”

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McNally Group

“Now that we've created the plan it's time to set it in motion. McNally Group takes care of everything on the execution end. Past the plan implementation, our ongoing service will ensure that we are present through any and all of life's financial mome...”

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John Talerico Financial Svc

“John Talerico Financial Services has provided insurance and investment advice to us for the past 20 years. They conduct their business with integrity, professionalism and a genuine concern for the client.”

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Manulife Wealth: Mark Schmitz - Associate Portfolio Manager

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products...”

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Terry Clark Financial & Estate Planning

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Dan Bastian Financial Advisor Kesler & Associates

Life Insurance, Investments, Critical Illness & Disability

“Click here to contact Kesler & Associates for all of your financial service needs. 1605 - 3 Avenue South Lethbridge, AB T1J 0L1 Phone: 403-328-2700”

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Adam Weersink - Cox Private Wealth

““We have been working with the Cox Financial Group both personally and through our business for many years. The entire team is knowledgeable, friendly, and quick to respond to any questions. They have handled our benefit plan and have come up with a ...”

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Price & Comin

(11)

US Tax Services, Accounting Services, Business Advisory

“I have relied heavily on them for advice and detailed information, in addition to regular bookkeeping, payroll, taxes, monthly reporting, and business acquisition (and sale) forecasting.”

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Tyrel McLelland, CFP RRC - IG Wealth Management

(10)

Explanation
Understanding
Knowledge

“He really takes the time to get to know you and your unique situation and comes up with the best plan of action to suit your individual needs and circumstance.”

Featured

Every year you feel the impact of paying up to 42-45% of your income to taxes. You deserve help. We’re sharing tips and strategies you can apply to your tax return that can help you be as tax-efficient as possible, helping you in the long-run. Join Herp Lamba, Senior Vice President, Head of Business Development and Craig McIntyre, Director Tax & Estate Planning, Advanced Financial Planning as they discuss tax advice that could help optimize your income tax return with Revenue Canada. This session will cover: • Tax refunds, and why it’s BETTER not to receive one • The differences between a tax deduction and tax credit • How to reduce your income tax deductions at source • What should you do with the extra dollars in your monthly income There will also be a virtual Q&A at the end of the discussion to answer your questions.

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Average Cost	$3706
Minimum cost	$1236
Maximum cost	$10500
Avg Per Hour Rates	$371

Best Financial Advisors in Lethbridge, AB

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Lethbridge area.

Shaw & Associates Chartered Accountants & Bookkeepers

Avail CPA

Kranzler Financial Services

Volution

4 Pillars Personal Debt Restructuring Lethbridge

Cox Financial Group

Capstone

Financial Health Associates

Bridge Benefits

Spero Financial Group

Quintus Financial

Pavan Stevenson Wealth - RBC Dominion Securities

Marsh Wealth Management Group - RBC Dominion Securities

The Master Plan Wealth Management

Leavitt Group Private Wealth Management

Venn Wealth Partners

McNally Group

John Talerico Financial Svc

Manulife Wealth: Mark Schmitz - Associate Portfolio Manager

Terry Clark Financial & Estate Planning

Dan Bastian Financial Advisor Kesler & Associates

Adam Weersink - Cox Private Wealth

Price & Comin

Tyrel McLelland, CFP RRC - IG Wealth Management

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

Why these companies made our list

Wealth Management Advisors near Lethbridge

Popular in Lethbridge