Best Financial Advisors in Red Deer, AB

“Not only did I get a much better rate, but Katherine actually took the time to explain everything to me in a friendly and professional manner, and even got me into a more flexible type of mortgage going forward.”

“Tara has been a fantastic teacher over the past couple of months: she is clear, patient, and has taught me (a person with no bookkeeping background) how to use the accounting software and how to keep our business operations from a bookkeeping perspec...”

“Signs are all removed and doors are all locked on this location happened today Sept 9th 2019”

“Elvine was incredibly patient with me and she did everything she could to help me out.”

“She is always accessible and has an incredible amount of experience to draw from.”

“I switched to Integrated because I never received information from the banks and even when I would ask, it was not forthcoming.”

“Being in business for myself has also taught me many lessons about being fiscally responsible, and answering to my clients. Doing my due diligence, finding out all the details, and deciding the best course of action given all the facts, isn't the eas...”

“Business owners and managers tell us they initially chose factoring to satisfy immediate cash flow needs, however, they are also likely to say they continue in long term relationships for a host of other reasons. In fact, numerous explanations exist ...”

“I would like to thank Nathan and his team for guiding us through the investment planning process. His calm, no pressure, informed meetings gave us the assurance that he had our future interests on the forefront. The nature of Nathan is honesty and in...”

“Perry is the seasoned visionary behind Pellegrini Financial and while no longer engaged in the day-to-day planning activities, Perry remains an integral part of our team. Bringing decades of expertise and wisdom to the table, a wealth of experience r...”

“Q Wealth is a partnership that is owned by its partners, including Callan Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and Callan Wealth Management. Note that individuals from Callan Wealth Management will o...”

“I have used other accountants in the past and Brody has given me great advice for my business taxes that the others didn't.”

“It is very important to me to surround myself with leading professionals in all aspects of business, with Business in a Box in my corner I can run my day-to-day activities with the confidence of knowing that I have the right people working in the bes...”

“They always go the extra mile to help me navigate anything financial-related, and have done a great job of adjusting to the needs of my growing business, which gives me incredible peace of mind.”

“Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral. The Manulife Bank Advantage Account is offered by Timothy Corker...”

“They have gone over and above every single time!”