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Capital Edge Financial Planning

(42)

Insurance, Employee Group Benefits, Investment Planning

“When my disabilities worsened and prospects around returning to gainful employment were lost, Dave provided me with the option of investing in a Registered Disability Savings Plan (RDSP), an investment I wouldn't have been aware of without the care a...”

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Rick Fairley - Retirement Planner & Life Insurance Advisor

(8)

Financial Planning, Investment Planning, Insurance Planning

“After our first visit with him, we couldn't stop talking about how happy we were to have finally involved a professional in our finances and how happy we were to have met Rick!!”

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Abacus Wealth Management

(6)

Investments
Risks
Educated

“Fast forward to significant improvement in my financial position, Taylor has consistently knocked it out of the park with advice of about additional insurances and investments both personally and professionally putting me in an excellent current and ...”

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Cornerstone Insurance Brokers

(50)

Submit a Claim, Print a Pink Card

“I've been with this insurance company since 2019 and there service for 5 years I can say is excellent from my house, auto, business insurance they took care of everything and make sure they provide you with reasonable price I want to say thanks a m...”

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Quickfire Mortgage Solutions Team

(50)

New To Canada Borrower, Services, New Home Purchase

“I recently had the pleasure of working with Jeremy Hamelin at Quickfire Mortgage, and I cannot speak highly enough of his exceptional service and expertise.”

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Goth & Company

(50)

Proposal
Financial
Understanding

“The process can be overwhelming at first , but after talking with them and answering some basic questions about your past financial situation , they make the process a lot easier to deal with and I was surprised how quick we got my issues dealt with ...”

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NJ Tax & Accounting

(48)

CRA Compliance & Audits, Accounting & Bookkeeping, Payroll Services

“Nidhi is not only outstanding in her work, but she is also consistently hands-on, ensuring that every financial detail is managed with utmost precision and professionalism.”

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Voyage Financial Services

(50)

Expertise
Investment
Information

“⭐️⭐️⭐️⭐️⭐️ Dhaval Bhai is our Family Financial Advisor, He helped us with Parents Super Visa Insurance, Life Insurance, Critical Illness Insurance, RESP for my Kids and he also helps with Day to Day advise on my financial goals.”

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Money Mentors Edmonton

(49)

Program
Presentation
Passionate

“Linda Mak uses passion, simplicity and creativity to help ensure each individual she works with has the knowledge and direction to improve their financial security.”

Featured

Entering retirement without the burden of debt can significantly enhance your quality of life and financial security. In this blog post, we’ll explore the importance of retiring debt-free and provide practical steps to achieve this goal. Learn how to eliminate debt, plan effectively, and enjoy the peace of mind that comes with financial freedom during your golden years. Whether you’re just starting to plan or are nearing retirement, it's never too late to take control of your financial future.

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World Financial Group

(47)

Critical Illness Insurance
Investments
Questions

“He gave great explanations of the different kinds of investment opportunities available to me, and also gave a very personal approach that helped me make optimal decisions that worked best for my financial wellbeing.”

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McGuire Financial Group

(41)

Financial Planning, Wealth Planning & Investment Services, Health Spending

“We have been programmed to think of personal finance in a certain way that relies on forfeiting interest to banks and lenders, but the folks at McGuire offer an exciting alternative that flips this system on its head and makes us both the lender and ...”

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Verity

(24)

Tax, Accounting and Assurance, Advisory and Bookkeeping

“Very knowledgeable and informative, works well with my growing company, recently went through a 3 year CRA audit and passed with flying colors, Radhika made the entire process very efficient and stress free!!!”

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Frederick & Company

(32)

Solution
Financial
Meeting

“I had been put in a situation where i thought the only solution was bankruptcy , but after talking with a very informative and honest associate named Paige , i am beginning to believe again that there are people out there willing to help before aski...”

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Blackburn Davis Financial

(26)

Financial Planning, Retirement Planning, Risk Management

“As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status ...”

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KWB Accountants & Advisors

(26)

Small Business
Informative
Questions

“The most helpfull staff in the world, willing to go the extra mile, fast replies i very reccomend this firm to be your choice for financial matter, reasonable rates as well, i am in ongoing communication with them and its a true joy”

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Advico

(26)

Needs
Plan
Life Insurance

“Recently it was the one year anniversary of the plan, and Kyle took the time to go through every detail of how the policy is doing, as well as all of my options for making sure that my clinic is protected and that I'm maximizing how my money is worki...”

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Beyond Business Financial Solutions

(30)

Investments, Group Benefits & Retirement Services, Insurance Products

“Is knowledgable and has helped us have a long view of financial planning, brings a sense of calm to the conversation about things that can make us anxious, delivers excellent service, and is just one of the most all around friendly people I know.”

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Yourwealth Advisory / iA Private Wealth

(21)

Team
Family
Portfolio

“They've been instrumental in growing our portfolios while we navigate some major life milestones (real estate transactions, starting a family, growing a business) and we couldn't be happier with the service we've received.”

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High Level Wealth Management

(13)

Investment Management, Tax Returns, Financial Planning

“His approach to investing, being a registered Advising Representative and CFA® charterholder, and his many years' experience investment industry gives me the comfort and confidence that my investment portfolio is carefully considered and tested again...”

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Sunesis Financial CFP | Edmonton Financial Advisor

(18)

Passion
Goals
Investments

“Although we already had a pretty good budgeting foundation before working with Matt, he has provided us guidance and formalisation for our budget that helped us to support all these new investment plans while still maintaining (and sometimes even gro...”

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Greatway Financial

(18)

Company
Family

“They see to it that people are covered in both world - when life is short - enough insurance protection for family; when life is long - retirement income to supplement the government pension.”

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Bespoke Book

(7)

Accounting Services, Business Set Up, Tax Planning

“Yousuf and Ayesha have a great knowledge , they guided and helped me in getting a good tax refund .”

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Gold Investment Management

(15)

Communication
Team
Money

“After being with another advisor at CIBC for ten years with mediocre results, I opened up multiple trading accounts at GOLD Investment Management, both for me personally (and registered accounts) as well as for my investment corporation.”

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Broadmoor Accounting & Financials

(10)

Bookkeeping Services, Business Payroll, Financial Statement Preparation

“They are very responsive and helpful.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Nisku, AB

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Nisku area.

Capital Edge Financial Planning

Rick Fairley - Retirement Planner & Life Insurance Advisor

Abacus Wealth Management

Cornerstone Insurance Brokers

Quickfire Mortgage Solutions Team

Goth & Company

NJ Tax & Accounting

Voyage Financial Services

Money Mentors Edmonton

World Financial Group

McGuire Financial Group

Verity

Frederick & Company

Blackburn Davis Financial

KWB Accountants & Advisors

Advico

Beyond Business Financial Solutions

Yourwealth Advisory / iA Private Wealth

High Level Wealth Management

Sunesis Financial CFP | Edmonton Financial Advisor

Greatway Financial

Bespoke Book

Gold Investment Management

Broadmoor Accounting & Financials

Retirement Planning and Investment Management Services in Nisku, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Nisku

Popular in Nisku