Best Financial Advisors in Lethbridge, AB

Handpicked from 52 vetted & reviewed Financial Planning & Wealth Management firms in the Lethbridge area, discover the top 5 leading options among the selected group of 24 finalists.

Cindy Duclos Peterhans - Certified Financial Planner Dfsin

Cindy Duclos Peterhans - Certified Financial Planner Dfsin

(3)
“She takes the time to listen to your needs and provides the best products accordingly.”
In Business Since 2018
1718 3 Ave S, Lethbridge, AB T1J 0Y9
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Advantage Financial Services

Advantage Financial Services

(27)
  • Success
  • Portfolio
  • Team
“My wife and I have always been impressed by how proactive they are in managing our accounts, always explaining the strategy behind the choices in front of us.”
In Business Since 2008
Free Initial Consultation
3222 Fairway St S, Lethbridge, AB T1K 8A3
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Kranzler Financial Services

Kranzler Financial Services

(26)
  • Life Insurance
  • Business
  • Plan
“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).”
In Business Since 2017
Free Initial Consultation
1605 3 Ave S, Lethbridge, AB T1J 0L1
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Shaw & Associates Chartered Accountants & Bookkeepers

Shaw & Associates Chartered Accountants & Bookkeepers

(29)
  • Work
  • Bookkeeping
  • Team
“I received well informed advice on how to navigate the Canadian income tax system and how to save money not only on my 2019 taxes, but in future years as well.”
In Business Since 2015
1202 2 Ave S #20, Lethbridge, AB T1J 0E3
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Volution

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.”
In Business Since 2009
Free Initial Consultation
514 Stafford Dr N #200, Lethbridge, AB T1H 2B2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Avail CPA

Avail CPA

(8)
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.”
Free Initial Consultation
In Business Since 2016
Remote Consultations Available
530 8 St S, Lethbridge, AB T1J 2J8
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Cox Financial Group

Cox Financial Group

(16)
  • Options
  • Benefits
  • Team
“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.”
In Business Since 2022
536 18 St S, Lethbridge, AB T1J 3E7
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Capstone

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.”
In Business Since 2019
542 40 St S, Lethbridge, AB T1J 3Z5
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Financial Health Associates

Financial Health Associates

(10)
  • Company
“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.”
In Business Since 2013
Free Initial Consultation
334 12 St S, Lethbridge, AB T1J 0P9
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Pavan Stevenson Wealth Management - RBC Dominion Securities

Pavan Stevenson Wealth Management - RBC Dominion Securities

Estate Planning Checklist, Insurance, Estate Solutions
“Forover 30 years the Pavan, Stevenson Wealth Management has evolved into one of the most accomplished personalized teams in Southern Alberta. We continually work to ensure thatour client's experience is second to none. Our Team understands the time a...”
In Business Since 2000
Transparent Fees & Pricing
204 1 Ave S, Lethbridge, AB T1J 0A4
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The Master Plan Wealth Management

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 ...”
In Business Since 2017
Free Initial Consultation
949 Canyonview Pl W, Lethbridge, AB T1K 5R9
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Dennis & Sylvia Chinner

Dennis & Sylvia Chinner

“We would like to take this opportunity to congratulate Dennis & Sylvia on a well-deserved retirement. As we bid a fond farewell to Dennis & Sylvia, we would like to announce that going forward our official team name will be Joss Wealth Advisory Group...”
In Business Since 2000
Transparent Fees & Pricing
204 1 Ave S, Lethbridge, AB T1J 0A4
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4 Pillars Consulting

4 Pillars Consulting

(2)
“The best choice for my dept was 4pillars you have been a great help and life is much easier with bills and everything.”
495 Wt Hill Blvd S #26, Lethbridge, AB T1J 1Y6
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Cibc Wood Gundy Lethbridge Branch

Cibc Wood Gundy Lethbridge Branch

400 4 Ave S Suite 1000, Lethbridge, AB T1J 4E1
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Terry Clark Financial Planning

Terry Clark Financial Planning

20 Wt Hill Blvd S, Lethbridge, AB T1H 2B2
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Marsh Wealth Management Group - RBC Dominion Securities

Marsh Wealth Management Group - RBC Dominion Securities

“Rural Alberta is a dispersed place. Finding an investment advisor who is qualified, who understands your situation and knows how to achieve your goals can be overwhelming. With Marsh Wealth Management Groupwe offer guidance through a diverse team of ...”
In Business Since 2000
204 1 Ave S, Lethbridge, AB T1J 0A4
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McNally Group

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...”
In Business Since 2003
519 7 St S Suite 201, Lethbridge, AB T1J 2G8
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Leavitt Group Private Wealth Management

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...”
In Business Since 2015
4079 4 Ave S, Lethbridge, AB T1J 4B5
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Keystone Private Wealth

Keystone Private Wealth

“The path to financial peace of mind is different for everyone. Our team of experienced advisors offer expert advice in wealth planning, risk management and retirement planning. We bring customized, strategic plans to the table that optimize your port...”
In Business Since 2020
Free Initial Consultation
104 13 St N Suite 270, Lethbridge, AB T1H 2R4
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Dan Bastian Financial Advisor Kesler & Associates

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”
In Business Since 2007
204-1921 Mayor Magrath Dr S, Lethbridge, AB T1K 2R8
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Adam Weersink - Scotia Wealth Management

Adam Weersink - Scotia Wealth Management

“®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private...”
In Business Since 2018
324 1 Ave S, Lethbridge, AB T1J 0A5
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John Talerico Financial Svc

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.”
In Business Since 2002
522 6 St S, Lethbridge, AB T1J 2E2
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Bridge Benefits

Bridge Benefits

In Business Since 2009
1201 3 Ave S #103, Lethbridge, AB T1J 0J8
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Belay Asset Management

Belay Asset Management

“Our team of experts is ready to help you develop strategies for not only surviving, but thriving in the future. We offer investment advice, insurance and financial planning services to help you reach your goals. Give us a call today to set up your fi...”
In Business Since 2020
Serving Lethbridge Area
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Retirement Planning and Investment Management Services in Lethbridge, AB Cost Estimates

Minimum cost
$1236
Maximum cost
$10500
National Average
$3706
Avg Per Hour Rates
$371
$2471
$6794
Typical price range is based on 415 cost profiles
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Average Cost $3706
Minimum cost $1236
Maximum cost $10500
Avg Per Hour Rates $371

Typical range $2471 to $6794 is based on 415 cost profiles.

Why these companies made our list

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