Best Financial Advisors in Red Deer, AB

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Red Deer area.

Red Deer Mortgage Lending

Red Deer Mortgage Lending

(49)
- Home Equity / Renovations, - Commercial Mortgages, - Mortgage Pre-Approval
“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.”
In Business Since 2015
Transparent Fees & Pricing
4915 54 St, Red Deer, AB T4N 2G7
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Blanchard & Company

Blanchard & Company

(4)
“Brian and his staff are great to work with and provided us with very good advice.”
Free Initial Consultation
4901 48 St #405, Red Deer, AB T4N 6M4
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ATB Wealth Private Banking Centre

ATB Wealth Private Banking Centre

(1)
“Signs are all removed and doors are all locked on this location happened today Sept 9th 2019”
In Business Since 1995
Transparent Fees & Pricing
4919 51 St, Red Deer, AB T4N 2A8
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A E I Wealth Management

A E I Wealth Management

(1)
Education Planning, Personal Investing, Retirement Planning
“Elvine was incredibly patient with me and she did everything she could to help me out.”
In Business Since 1998
4802 51 Ave, Red Deer, AB T4N 4H3
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Aggregate Financial Solutions

Aggregate Financial Solutions

(1)
“She is always accessible and has an incredible amount of experience to draw from.”
In Business Since 2006
4819 48 Ave, Red Deer, AB T4N 3T2
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4 Pillars Consulting

4 Pillars Consulting

(5)
“Eric and Nina were amazing with me and both professionals,they helped me out getting out of my depts and cut me an amazing deal that will change the life of my family forever ....”
In Business Since 2006
Free Initial Consultation
4779 49 St, Red Deer, AB T4N 1T6
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Wagstaff Wealth Management

Wagstaff Wealth Management

Family Business
548 Laura Ave, Red Deer County, AB T4E 0A5
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Derek Fuchs, Senior Wealth Advisor

Derek Fuchs, Senior Wealth Advisor

(1)
“I really appreciated the time you took with me and my family as we navigate this unknown territory!”
4320 50 Ave Suite 201, Red Deer, AB T4N 3Z6
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McHattie Financial

McHattie Financial

Individual Pension Plan, Travel and Visitor Insurance, Group Benefit Consulting
“Attention to detail, good listening skills, and great empathy are symbols of what his clients appreciate him for. He is effectively supported by a team of administration, group benefits and investment product specialists whose teamwork and profession...”
Free Initial Consultation
77 Downing Close, Red Deer, AB T4R 3K1
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Integrated Financial Services

Integrated Financial Services

(2)
“I switched to Integrated because I never received information from the banks and even when I would ask, it was not forthcoming.”
100++ Years Experience
CFP Certified
Transparent Fees & Pricing
4914 55 St, Red Deer, AB T4N 2J4
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Holliswealth

Holliswealth

(4)
  • Market
  • Team
  • Tax
“When we first met with John, I can remember him showing me a diagram of all the things he would be overseeing, and that included developing an investment portfolio, tax planning for both our business and personal situations, creating a shareholders a...”
4711 51 Ave #107, Red Deer, AB T4N 6H8
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Swordsman Financial

Swordsman Financial

Insurance, Individuals & Families, Health & Dental
“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...”
In Business Since 2004
4817 48 St, Red Deer, AB T4N 1S6
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Chandra's Financial Services

Chandra's Financial Services

(2)
“CFS is a great accounting firm they provide excellent service in a timely manner and they are relatively a lot cheaper than most other firms in Red Deer.”
4928 53 Ave, Red Deer, AB T4N 5J9
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IPC Investment Corporation - Perry Pellegrini

IPC Investment Corporation - Perry Pellegrini

“Perry graduated from the University of Saskatchewan in 1981 with a degree in commerce and has spent more than 30 years in areas sensitive to complex tax and legal issues. He has a diverse background including experience in the areas of real estate, i...”
In Business Since 2011
CIM Certified
4914 55 St, Red Deer, AB T4N 2J4
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Nathan Giesbrecht & Associates Private Wealth Management

Nathan Giesbrecht & Associates Private Wealth Management

“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...”
In Business Since 2020
4919 59 St Suite 140, Red Deer, AB T4N 6C9
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Factors Western

Factors Western

“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 ...”
In Business Since 2001
9 Ohio Close, Red Deer, AB T4N 5C7
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Callan Wealth Management

Callan Wealth Management

“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...”
In Business Since 2018
33 Mckenzie Cres Suite 202, Red Deer County, AB T4S 2H4
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Fused Accounting Services

Fused Accounting Services

(12)
  • Happy
  • Questions
“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...”
Serving Red Deer Area
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Horizon CPA

Horizon CPA

(3)
“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.”
Serving Red Deer Area
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Tessa Szwagierczak Professional Corporation

Tessa Szwagierczak Professional Corporation

(1)
“She has assisted me with various financial decisions to help me set up for retirement and also how to maximize my tax returns.”
In Business Since 2007
Serving Red Deer Area
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Diversified Financial Concepts

Diversified Financial Concepts

Insurance, Banking, Estates Planning
“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...”
Serving Red Deer Area
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Legacy Tax & Accounting

Legacy Tax & Accounting

(1)
Bookkeeping Support & Services, Business Advisory, Tax Support Services
“They have gone over and above every single time!”
Serving Red Deer Area
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Darling Financial & Portfolio Strategies

Darling Financial & Portfolio Strategies

“"Households who stopped using an advisor lost, on average, 34.2% of their assets while those working with advisors saw assets increase by 26%." [Centre for Interuniversity Research and Analysis of Organizations (CIRANO), The Gamma Factor and the V...”
25+ Years Experience
Serving Red Deer Area
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Brown Boys Accounting

Brown Boys Accounting

(26)
Bookkeeping & Accounting, Business Planning, Audit Representation
“Extremely knowledgeable and experienced Accounting and Tax practice firm for small businesses and individuals that provide expert advice on monthly accounting, tax planning/prep to reduce tax, business financing, consulting services and always ensure...”
Transparent Fees & Pricing
Offers Financing Options
Second Floor, 4310 104 Ave NE #3236, Calgary, AB T3J 1W5
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Retirement Planning and Investment Management Services in Red Deer, AB Cost Estimates

Minimum cost
$1237
Maximum cost
$10509
National Average
$3709
Avg Per Hour Rates
$371
$2473
$6800
Fair price range is based on 253 cost profiles
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Average Cost $3709
Minimum cost $1237
Maximum cost $10509
Avg Per Hour Rates $371

Fair range $2473 to $6800 is based on 253 cost profiles.

Why these companies made our list

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