The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Prince Albert area.
Learn how we score.
Prominent finalists A-Z in Prince Albert
4 Corner Financial
BTR Financial Planning
Brightrock Financial
Carson Financial
Community Futures Saskatchewan
Customplan Financial Advisors
Deb Murdoch – Saskatoon Mortgage Broker TMG
Doell Osmak Wealth Management
Feher Financial
Feroza Financial
Fundamental Wealth of Harbourfront Wealth Management
Khorshid & Associates Private Wealth Management
Leeann Chesky/Manulife Securities
Marissa Epp – Financial Advisor
Meckelborg Financial Group
PWM Private Wealth Counsel – Financial Planners
Prairie Lily Financial
Precedence Private Wealth
Precision Financial & Benefits
Reagreg Financial Planning Services
Thierman Financial
Tre Bynoe
Wiegers Financial & Benefits
Windrem Financial Group
View Profile
Doell Osmak Wealth Management
(3)
“This business gave me all the information I needed, checked in regularly and made sure I understood everything!”
i
View Profile
Thierman Financial
(2)
“I've only been here a few times in person over the last several years and I don't understand how the secretary remembers clients names that well, impressive.”
i
View Profile
BTR Financial Planning
(2)
“Great investment strategies and a strong team of wealth management professionals.”
i
View Profile
Community Futures Prince Albert & District
“Prince Albert and District Community Futures Development Corporation is one of 13 Community Futures in Saskatchewan that are a part of a national economic development program that has been supporting small business and community economic development ...”
i
View Profile
Reagreg Financial Planning Services
(2)
“He's been great about getting all he needs to know about the situation and present me with insurance options that meets my needs and with great rates I highly recommend him.”
i
View Profile
Prairie Lily Financial
Health Professionals, Investments, Insurance
“Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits a...”
i
View Profile
Feher Financial
“Let us help you plan so you can focus on what really matters. Creating financial health to help you make smart, informed choices around spending, investing and saving. Money can be complicated. Let us help you figure it out. Tracy and her team work w...”
i
View Profile
Marissa Epp - Financial Advisor
(12)
“Her straightforward and knowledgeable guidance empowered us to make the right decisions for our family.”
“When I retired a few years ago I put my complete trust in him after another friend/accountant made a recommendation to involve Curtis in my financial planning with my pension funds.”
i
View Profile
Meckelborg Financial Group
(9)
Communication
Financial Goals
Team
“They take the time to explain intricate financial concepts in a way that is easy to understand, empowering clients to make informed decisions about their financial future.”
i
View Profile
Wiegers Financial & Benefits
(49)
Relationship
Happy
Education
“I purchased Life Insurance, and the financial advisor and support team were very helpful, thorough and did a great job of assessing the right levels of coverage that we needed.”
i
View Profile
Feroza Financial - Tax Returns From $20
(48)
Office
Price
Happy
“Very good fee.”
i
View Profile
Deb Murdoch - Saskatoon Mortgage Broker TMG
(33)
Phone
Refinance
Work
“She was extremely helpful, found us an amazing deal (better than anything we would have gotten through our banks), AND, most importantly, she has great customer service!”
i
View Profile
PWM Private Wealth Counsel - Financial Planners
(30)
Management
Retirement
Meeting
“Our investments with PWM Private Wealth Counsel - Financial Planners has enabled us to live our retirement on our terms and also to plan an inheritance for our children.”
i
View Profile
Brightrock Financial
(19)
Medical Professionals, Individual & Family, Corporate & Entrepreneur
“My experience is that's she is very organized - smart - approachable- kind - down to earth and was responsive to any of my questions in a timely manner through email / phone calls.”
i
View Profile
Tre Bynoe
(16)
Intelligent
Investment
Wealth
“We always appreciate his knowledgeable, personal, and no-hassle approach to financial planning, and his passion for financial literacy is a benefit to our province.”
i
View Profile
Precedence Private Wealth
(11)
Team
“Second JD's advice helped us form the corporation and partnership agreements -- his insight was invaluable to get us on the right road, mean while Doug has been there to help guide me as well.”
i
View Profile
Windrem Financial Group
(1)
Financial Tools, Individual Health and Dental Plans, Broker Services
“Beyond this, he is an extremely compassionate individual who always acts in the best interests of his clients.”
i
View Profile
Fundamental Wealth of Harbourfront Wealth Management
(8)
Retirement
Team
“Michael Isbister has been my financial advisor for over 10 years, and not once has he steered me wrong or taken longer than a few hours to get back to me on any request.”
i
View Profile
Carson Financial
(5)
“I highly recommend making your executor's life easier by working with Carson Financial.”
“James & Angela are great to work with, are personable, a wealth of knowledge and offer prompt service!”
i
View Profile
Leeann Chesky/Manulife Wealth
(3)
“We are so glad we came to see her.”
i
View Profile
Customplan Financial Advisors
(3)
“They also made me realize extremely important factors when it comes to financial planning/retirement/insurance/estate planning - Thank-You so much, I'll be seeing you soon.”
i
View Profile
Khorshid & Associates Private Wealth Management
(3)
Plan
“He has been a guiding hand throughout the past 12+ years helping us plan for our children's education, balance our differences in risk acceptance, and ensuring nothing is missed in our budget.”
i
Retirement Planning and Investment Management Services in Prince Albert, SK Cost Estimates