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 - Financial Advisor Dfsin

Cindy Duclos Peterhans - Financial Advisor 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

(50)
  • Knowledge
  • Questions
  • 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.”
Free Initial Consultation
3222 Fairway St S, Lethbridge, AB T1K 8A3
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Shaw & Associates Chartered Accountants & Bookkeepers

Shaw & Associates Chartered Accountants & Bookkeepers

(49)
  • Work
  • 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 !”
1202 2 Ave S #20, Lethbridge, AB T1J
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Avail CPA

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.”
Free Initial Consultation
In Business Since 2016
Remote Consultations Available
530 8 St S, Lethbridge, AB T1J 2J8
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Kranzler Financial Services

Kranzler Financial Services

(25)
  • Benefits
  • Life Insurance
  • Products
“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).”
Free Initial Consultation
1605 3 Ave S, Lethbridge, AB T1J 0L1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99 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
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.”
514 Stafford Dr N #200, Lethbridge, AB T1H 2B2
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4 Pillars Personal Debt Restructuring Lethbridge

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.”
Free Initial Consultation
704 4 Ave S Unit 290, Lethbridge, AB T1J 0N8
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Cox Financial Group

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.”
536 18 St S, Lethbridge, AB T1J
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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.”
542 40 St S, Lethbridge, AB T1J 3Z5
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Financial Health Associates

Financial Health Associates

(9)
  • 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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Bridge Benefits

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.”
In Business Since 2009
1201 3 Ave S #103, Lethbridge, AB T1J 0J8
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Quintus Financial

Quintus Financial

(1)
“She is kind knowledgeable and knows how to make your money money!”
In Business Since 2006
1001 3 Ave S, Lethbridge, AB T1J 0J3
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Pavan Stevenson Wealth - RBC Dominion Securities

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...”
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 ...”
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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Marsh Wealth Management Group - RBC Dominion Securities

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.”
In Business Since 2000
Transparent Fees & Pricing
204 1 Ave S, Lethbridge, AB T1J 0A4
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Cibc Wood Gundy Lethbridge Branch

Cibc Wood Gundy Lethbridge Branch

400 4 Ave S Suite 1000, Lethbridge, AB T1J
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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...”
519 7 St S Suite 201, Lethbridge, AB T1J 2G8
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Venn Wealth Partners

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.”
704 4 Ave S #260, Lethbridge, AB T1J 0N8
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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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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
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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...”
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...”
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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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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