Medicine Hat, AB

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Medicine Hat, AB
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Best Financial Advisors in Medicine Hat, AB

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Medicine Hat area, explore the top 5 standout choices among the selected group of 24 finalists.

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Baker Wealth

Baker Wealth

(4)
Investments, Group Benefits, Financial Planning
“He will take a serious interest in you personally (refreshing) and is consumed with creating a life long experience of (actual) growth for you that fits your goals and needs.”
641 4 St SE, Medicine Hat, AB T1A 0L1
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EBT Chartered Professional Accountants

EBT Chartered Professional Accountants

(21)
  • Confident
  • Team
“I have used Dan Thompson at EBT for my personal accounting services for over 18 years and I am extremely happy with the service and advise he has provided me.”
In Business Since 2004
579 3rd St SE #307, Medicine Hat, AB T1A 0H2
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Swell Private Wealth

Swell Private Wealth

(39)
  • Family
  • Advice
  • Information
“I've never met such a dedicated financial advisor who is excellent at providing and connecting us with information so we can make informed decisions, all the while guiding us along.”
In Business Since 2014
462 4 St SE #201, Medicine Hat, AB T1A 0K6
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Wilton Solutions

Wilton Solutions

(14)
  • Corporate
“He has truly been an asset to helping our business and the support he has given has felt he has partnership in which his genuine desire to see us succeed has been a huge asset helping us run our café.”
In Business Since 2020
544B 6 Ave SE, Medicine Hat, AB T1A 2T4
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Sean D. Miller Professional Corporation

Sean D. Miller Professional Corporation

(1)
“Helped me out with a complex accounting situation; they made everything much easier and less stressful.”
3295 Dunmore Rd SE #5, Medicine Hat, AB T1B 3R2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.7 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
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Sean Wheeler Team - IG Wealth Management

Sean Wheeler Team - IG Wealth Management

“Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geograph...”
1324 Southview Dr SE, Medicine Hat, AB T1B
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Mission Financial

Mission Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
525 2 St SE, Medicine Hat, AB T1A 0C5
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Elder & Punko Wealth Advisors of RBC Dominion Securities

Elder & Punko Wealth Advisors of RBC Dominion Securities

“At RBC Dominion Securities, we have helped Canadian investors achieve their financial goals since 1901. Today, we are Canada's leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your...”
In Business Since 2000
320 S Railway St, Medicine Hat, AB T1A 2V4
Featured

Are you concerned about the recent market volatility and the impact on your retirement? Are you concerned about your retirement plan? If so, contact us for a complementary second opinion to ensure you are still on track for retirement.

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The Smith Group Business & Estate Planning

The Smith Group Business & Estate Planning

“Meet your insurance and investment goals to secure a prosperous future for you and your family. We assist with Estate Planning, Wealth Transfers, Insured Retirement, Tax Planning, Disability and Critical Illness Insurance, and Charitable Giving.”
360 1 St SE, Medicine Hat, AB T1A 0A6
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Shaw & Associates Chartered Accountants & Bookkeepers

Shaw & Associates Chartered Accountants & Bookkeepers

(49)
  • Organized
  • Small Business
  • Bottom Line
“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.”
1202 2 Ave S #20, Lethbridge, AB T1J
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Avail CPA

Avail CPA

(20)
HR Consulting Employee Recruiting, Policy Manuals, Procedure Development, CFO Services Budget Development, Financial Forecasting, Reporting, Tax Personal Tax, Corporate Tax, GST
“I would highly recommend her as your first point of contact when looking for a job, or looking for a recruiter to fill the important roles within your organization.”
Free Initial Consultation
Remote Consultations Available
In Business Since 2016
530 8 St S, Lethbridge, AB T1J 2J8
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Kranzler Financial Services

Kranzler Financial Services

(25)
  • Products
  • Questions
  • Benefits
“Kevin is great to work with, he is knowledgeable and provides honest sound advice to products that align with my financial goals, I would definitely recommend him.”
Free Initial Consultation
1605 3 Ave S, Lethbridge, AB T1J 0L1
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Volution

Volution

(19)
Tax & Financial Review, Non-Profits & Charities, Operations
“Especially now, as we have navigated through the ups and downs of COVID, they have been so supportive keeping me informed and current in order to stay on track.”
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)
“There was no judgement of my situation and the whole process went smoothly.”
Free Initial Consultation
704 4 Ave S Unit 290, Lethbridge, AB T1J 0N8
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Cox Financial Group

Cox Financial Group

(16)
  • Options
  • Team
  • Registered Retirement Savings Plan
“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, Business Advisory, Assurance & Accounting
“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)
  • Information
  • Insurance Plan
  • 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.”
Free Initial Consultation
In Business Since 2013
334 12 St S, Lethbridge, AB T1J 0P9
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Tyrel McLelland, CFP RRC - IG Wealth Management

Tyrel McLelland, CFP RRC - IG Wealth Management

(10)
  • Knowledge
  • Explanation
  • Financial Advisor
“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.”
Transparent Fees & Pricing
In Business Since 2016
Serving Medicine Hat Area
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Bridge Benefits

Bridge Benefits

(2)
“I use Bridge Benefits exclusively for almost 10 years and I feel I can count on him to help me make the right financial decisions.”
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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Spero Financial Group

Spero Financial Group

(1)
“She has helped us through starting a business, buying a house, and planning a wedding!”
In Business Since 2017
817 4 Ave S Suite 203, Lethbridge, AB T1J 0P3
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Pavan Stevenson Wealth - RBC Dominion Securities

Pavan Stevenson Wealth - RBC Dominion Securities

Estate Solutions, Estate Planning Checklist, Estate Planning
“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...”
Transparent Fees & Pricing
In Business Since 2000
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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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.”
Transparent Fees & Pricing
In Business Since 2000
204 1 Ave S, Lethbridge, AB T1J 0A4
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Retirement Planning and Investment Management Services in Medicine Hat, AB Cost Estimates

Minimum cost
$1230
Maximum cost
$10449
National Average
$3688
Avg Per Hour Rates
$369
$2459
$6761
Typical price range is based on 301 cost profiles
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Average Cost $3688
Minimum cost $1230
Maximum cost $10449
Avg Per Hour Rates $369

Typical range $2459 to $6761 is based on 301 cost profiles.

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