Medicine Hat, AB

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

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Medicine Hat area.

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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
Featured

Insurance can be a very beneficial investment option for risk-averse clients. In particular, the investment portion of a whole life participating policy. One of these features is called vesting. I talk about the power of vesting and how your client could benefit from an investment that can't have a negative return. What do you think of this policy?

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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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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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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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Sevenoak Private Wealth

Sevenoak Private Wealth

(5)
“Tyler is genuine, respectful and a well spoken professional.”
In Business Since 2018
660 2 St SE Suite 3, Medicine Hat, AB T1A 0C9
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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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Cameron J. Kemp Law Office

Cameron J. Kemp Law Office

(1)
“Amazing service, personable, looks out for your best interest!”
78 1 St SW, Medicine Hat, AB T1A 3Y8
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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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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
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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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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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Advantage Financial Services

Advantage Financial Services

(50)
  • Insurance
  • Markets
  • Knowledge
“Ryan and Dan have always been responsive to our needs and have handled our investments in a manner that made planning for our retirement a positive reality.”
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)
  • 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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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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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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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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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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