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Swell Private Wealth

(39)

Goals
Team
Information

“He has given me advice that is simple and easy to understand, from the perspective of someone who is just starting out in the world of finance and business.”

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EBT Chartered Professional Accountants

(21)

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.”

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Wilton Solutions

(12)

“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.”

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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.”

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Sevenoak Private Wealth

(5)

“Tyler is genuine, respectful and a well spoken professional.”

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Sean D. Miller Professional Corporation

(1)

“Helped me out with a complex accounting situation; they made everything much easier and less stressful.”

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Cameron J. Kemp Law Office

(1)

“Amazing service, personable, looks out for your best interest!”

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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...”

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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...”

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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...”

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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.”

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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.”

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Shaw & Associates Chartered Accountants & Bookkeepers

(49)

Organized
Small Business
Work

“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.”

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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.”

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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.”

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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.”

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4 Pillars Personal Debt Restructuring Lethbridge

(4)

“There was no judgement of my situation and the whole process went smoothly.”

Featured

So happy to have made the best decision for my life today. A wonderful man named Aly helped turn my life from dread to looking forward with confidence. My husband left me when I fell ill and could no longer contribute to his life, he left me with nothing. I have struggled to keep myself going financially to keep up with rising costs, but costs keep going up, and income stays the same, I closed my eyes and reached out to 4pillars. Luckily Aly was there to help, no judgement, just honest answers to hard questions. Aly patiently guided me through options, answering every question, he was so respectful of me and my circumstances, I felt like an old friend had stepped in to help me, I am grateful for the real help I received, there was never any pressure to do anything, just reassurance that this too will pass, thank you Aly and 4 Pillars. nn- Colleen Roome...

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Cox Financial Group

(16)

Options
Team
Business

“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, 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.”

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Cindy Duclos Peterhans - Financial Advisor Dfsin

(3)

“She takes the time to listen to your needs and provides the best products accordingly.”

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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.”

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Tyrel McLelland, CFP RRC - IG Wealth Management

(8)

“He walked us through everything we had questions about and has provided us with a wealth of knowledge and confidence to take control of our future financial goals.”

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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.”

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Quintus Financial

(1)

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

i

Average Cost	$3688
Minimum cost	$1230
Maximum cost	$10449
Avg Per Hour Rates	$369

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.

Swell Private Wealth

EBT Chartered Professional Accountants

Wilton Solutions

Baker Wealth

Sevenoak Private Wealth

Sean D. Miller Professional Corporation

Cameron J. Kemp Law Office

Sean Wheeler Team - IG Wealth Management

Elder & Punko Wealth Advisors of RBC Dominion Securities

Mission Financial

The Smith Group Business & Estate Planning

Advantage Financial Services

Shaw & Associates Chartered Accountants & Bookkeepers

Avail CPA

Kranzler Financial Services

Volution

4 Pillars Personal Debt Restructuring Lethbridge

Cox Financial Group

Capstone

Cindy Duclos Peterhans - Financial Advisor Dfsin

Financial Health Associates

Tyrel McLelland, CFP RRC - IG Wealth Management

Bridge Benefits

Quintus Financial

Retirement Planning and Investment Management Services in Medicine Hat, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Medicine Hat

Popular in Medicine Hat