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KP Power Financial Planners

Investment Administration, Income Tax Preparation, Back

“Insurance products, and other related financial services are provided by Ken Power as independent insurance agents, and are not the business of, or monitored by Sentinel Financial Management Corp.”

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Stages Financial Services

“Going well beyond investments, we will help you take deliberate steps to addressyour most pressing concerns. Advanced planning helps you address areas such asrisk management, business succession, charitable giving, tax planning or helping youto prepa...”

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Well Bean Coaching

(41)

Goals
Investing
Confidence

“Even though we were savvy-ish and had done a lot of research on our own, "you don't know what you don't know" and I would have never realized the things on my own that Jolie was able to point out in a snap.”

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Playcheques Wealth Management Calgary

(18)

Team
Needs
Knowledge

“Adrian and his team took all those concerns and built a complete financial plan; presented options and recommendations to make it happen; and helped execute it for us so that I could focus on the things that mattered: family, work, and play.”

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Freeborn Financial

(10)

Life Insurance, Personal Pension Plan, Estate Planning

“Roy Freeborn of Freeborn Financial services took his time to explain the good feature points of the Personal Pension Plan, a Canadian tax-savings solution for business owners and incorporated professionals looking for a better way of saving for their...”

Featured

Roy Freeborn, Owner of Freeborn Financial, is your ideal financial advisor and here are the reasons why: *Clients are presented with options to meet their current and future needs *Communications is key when dealing with his clients. Roy is a good listener. His communication processes consider the needs of his clients. *Roy has access to numerous contacts that can provide additional solutions for most businesses and client's issues...

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Win/Win Divorce Resolution

(14)

Paper
Knowledge
Family

“Has the legal family law knowledge combined with the financial knowledge and the compassion to guide anyone through this very trying and emotional time.”

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Camaco Capital Management

(19)

Insurance
Interest
Team

“I'm glad I went with them, because with many plans getting hammered in the recent COVID-19 downturn, their recommendations to mitigate my risk helped to keep my portfolio in great shape!”

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Clearpeak Financial Corporation

(6)

Pay
Critical Illness
Number

“I called my insurance broker, Dane Ozario and told him about it because I was getting concerned about being able to pay the increasing number of large bills.”

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Liquid Capital Smart Solutions

(1)

“Jack gets the job done, highly recommend.”

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Riyaz Investments

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R. Tyler Financial

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The Small Business Accountants

(20)

Audited, reviewed & Notice to Reader Financial Statements, Financial Reporting, Taxes & Tax Forms

“I have a small language school in Japan (Maple Mountain English) and dealing with SBA completely relieves me of any worries about filing my Canadian tax return.”

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Elevation Mortgage

(49)

House
Options
Team

“Julie and her team are amazing - they have access to great mortgages rates, do a fantastic job of explaining your mortgage options, are very organized/streamlined, and can influence quick approval turnarounds.”

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The Mortgage Group

(49)

Home Equity Line Of Credit, Investment Property Mortgage, Mortgage Pre-Approval

“She was incredibly knowledgeable and able to give some great advice to make sure we could make informed decisions prior to making any offers on houses.”

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Diamond K Adatia Cpa, CA

(37)

Accounting & Bookkeeping in Calgary, Tax Consultants in Calgary, Services

“His knowledges and advises lead us to the right directions whenever making business' or personal decisions and we found later his consulting was all correct.”

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Qopia Financial

(36)

Group Benefits, Insurance, Financial Planning

“I cannot say enough about Arif and Ben's professional demeanor, how they put their clients best interest at the forefront and their unwavering patience for helping clients come up the financial investment learning curve.”

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Langford Financial

(36)

Fee Only Retirement Income, Tax, and Estate Planning

“I would recommend Langford financial without hesitation to anyone, but especially those within 5-10 years of retirement, or those having a life change ( such as a divorce ) and want to understand the tax implications.”

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Aware Financial

(39)

Questions
Knowledge
Meeting

“He met with me and my partner several times and explored our future goals (travel, housing, etc), retirement expectations, our insurance coverage/needs and even helped us sort through important and serious topics like end-of-life planning.”

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Griffith & Associates Financial & Estate Planning Services

(36)

Questions
Information
Team

“Their specialized knowledge, personalized approach, proactive communication, risk management expertise, and long-term retirement vision have been instrumental in securing our retirement future.”

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Ideal Life Experience

(26)

Financial Road MAP, Truth IN Fees Transparency Report

“When we lived in Calgary we would go for an in person meeting at his office where he would update us, check to see if we had any questions or concerns and explain why changes were made if necessary.”

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Fairway Divorce Solutions - Calgary Centre

(26)

Legal Services, Property Division, Allyâ¢ Life After Divorce

“This process is fraught and emotional for both parties so having Cameron provide support and guidance and help us focus on the outcome - a separation agreement that we can both live with - was essential.”

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Budgeting For Baby YYC

(33)

Family
Sales
Information

“I received a 1:1 session with Laurie overviewing a slideshow of all kinds of content from RESP's, wills, life insurance, baby basics budgeting, and it was very professional while also being personal and comprehensive.”

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Alberta Divorce Finances

(24)

Divorce Mediation, Divorce Tax Planning, Divorce Financial Planning

“She also runs short one-to-two hour seminars and webinars on various divorce finance and tax issues that are very helpful, both for the information, and the Q&A's at the end; you just need to get on a mailing list for these.”

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Finovo | Financial Planning

(28)

Meeting
Goals
Financial Advice

“He is one of the few "fee-only" advisors not only crafted a personalised financial plan that perfectly aligned with our goals but also followed up with us to ensure timely implementation.”

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Average Cost	$3639
Minimum cost	$1213
Maximum cost	$10309
Avg Per Hour Rates	$364

Best Financial Advisors in Okotoks, AB

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Okotoks area.

KP Power Financial Planners

Stages Financial Services

Well Bean Coaching

Playcheques Wealth Management Calgary

Freeborn Financial

Win/Win Divorce Resolution

Camaco Capital Management

Clearpeak Financial Corporation

Liquid Capital Smart Solutions

Riyaz Investments

R. Tyler Financial

The Small Business Accountants

Elevation Mortgage

The Mortgage Group

Diamond K Adatia Cpa, CA

Qopia Financial

Langford Financial

Aware Financial

Griffith & Associates Financial & Estate Planning Services

Ideal Life Experience

Fairway Divorce Solutions - Calgary Centre

Budgeting For Baby YYC

Alberta Divorce Finances

Finovo | Financial Planning

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

Why these companies made our list

Wealth Management Advisors near Okotoks

Popular in Okotoks