Best Financial Advisors in Red Deer, AB
10 firms listed · 6 in Red Deer · 3 rated 4.5+
Data verified October 18, 2026
Derek Fuchs, Senior Wealth Advisor
“I really appreciated the time you took with me and my family as we navigate this unknown territory!”
McHattie Financial
Integrated Financial Services
“Can't say enough good things about Bill McTaggart - my husband and I would not be ready for retirement without his help!”
Holliswealth
“They answer all my questions in an easy to digest way, they are extremely prompt with their responses, and the results speak for themselves.”
Swordsman Financial
The 10 firms listed for Red Deer, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Red Deer, AB
6 of the 10 firms we list are based in Red Deer; the other 4 serve Red Deer from Red Deer County (7 km) and Ponoka (48 km). 5 of the firms on this page have a rating, from 3.7 to 5.0 across 13 reviews; 3 are rated 4.5 or higher. 1 lists staff certifications (CFP). Domain records put 3 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 9 of the firms on this page; 9 publish a contact page; 8 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Red Deer listed here?
6 of the 10 firms are in Red Deer itself. The rest come from other towns within 50 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
IPC Investment Corporation - Perry Pellegrini
Callan Wealth Management
Horizon CPA
“Within my first year, Shane's indispensable tax advice likely saved me tens of thousands of dollars.”
Diversified Financial Concepts
Why these companies made our list
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