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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

(38)

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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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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Playcheques Wealth Management

(18)

Asset Management, Retirement Planning, Support Through Service

“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...”

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Win/Win Divorce Resolution

(12)

Family

“Although she is not a lawyer as the previous reviewer wrote (perhaps that reviewer was confused in the role of the legal professional and the purpose for which she was retained) I would not hesitate to hire Shelly-Ann or refer any of my clients to he...”

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Clearpeak Financial Corporation

(5)

“Included is a critical illness policy that we had to file a claim on and we were dealing with a few administrative issues that required some work and he was on top of it to lend a hand and guide us through in a timely manner.”

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Riyaz Investments

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R. Tyler Financial

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Qopia Financial

(36)

Financial Planning, Investment, Group Benefits

“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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Diamond K Adatia Cpa, CA

(30)

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

“Diamond is very humble, gentle, knowledgeable in many industries, and he understands various business owners' situations with complicated tax circumstances”

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Elevation Mortgage

(49)

Understand
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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Canadian LIC

(50)

Whole Life Insurance, Mortgage Insurance, Super Visa Insurance

“Quick, customer oriented service, offered options to save money.”

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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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Langford Financial

(33)

Fee Only Retirement Income & Tax 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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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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MRG Wealth

(34)

Wealth Management
Expertise
Knowledge

“Ryan has helped me with advice when I need it, proactively guides my wife and I with investment strategies, and even reminds me of the things that I need to get done, even though he doesn't need to - it's greatly appreciated.”

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Aware Financial

(35)

Questions
Options
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

(33)

Investment
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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Troy Valuations

(23)

Transaction Support, Consulting Services, Services & Solutions

“Not only were they able to provide accurate assessments, but they also offered insightful perspectives that greatly benefited our decision-making process.”

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Alberta Divorce Finances

(23)

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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Munish Mehan C.f.p, C.l.u

(27)

Business Owners, Insurance Planning, Doctors

“Munish went above and beyond, multiple options from different insurance companies were provided as well as explanations of what was included in each plan.”

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Dixon Commercial Investigators

(30)

Business
Happy
Company

“Our family had experience for a with Dixon Commercial Investigators long time and we still think that this is a warm and welcoming place to everyone .”

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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

Camaco Capital Management

Playcheques Wealth Management

Freeborn Financial

Win/Win Divorce Resolution

Clearpeak Financial Corporation

Riyaz Investments

R. Tyler Financial

Qopia Financial

Diamond K Adatia Cpa, CA

Elevation Mortgage

Canadian LIC

The Mortgage Group

Langford Financial

Ideal Life Experience

MRG Wealth

Aware Financial

Griffith & Associates Financial & Estate Planning Services

Troy Valuations

Alberta Divorce Finances

Munish Mehan C.f.p, C.l.u

Dixon Commercial Investigators

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