Best Financial Advisors in Regina, SK

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Regina area.

Steffan's Accounting Services

Steffan's Accounting Services

(30)
  • Income Tax
“I been using Steffans accounting from last 8 year's for my business payrolls and tax filing and also my personal taxes, really honest, educated and great staff.”
In Business Since 2012
1077 Pasqua St, Regina, SK S4T 4K9
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Wascana Financial Group

Wascana Financial Group

(14)
  • Insurance
  • Plan
  • Investment
“He is super flexible and accommodating and ensures you are on the same page throughout the entire process you are working on together, whether that's insurance or investments.”
In Business Since 2000
2350 Lorne St, Regina, SK S4P 2M9
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Achieve Wealth Management

Achieve Wealth Management

(7)
“As a client of Achieve Wealth Management, I appreciate the professional emphasis on current and timely information informing my investment opportunities and portfolio.”
Free Initial Consultation
In Business Since 2020
2825 Saskatchewan Dr suite 200, Regina, SK S4T 1H3
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Mortgage Broker Regina, Ryan Michell, TMG

Mortgage Broker Regina, Ryan Michell, TMG

(7)
“Ryan give an excellent service , I always recommend my friends to get service from Ryan Michell .”
Transparent Fees & Pricing
15+ Years Experience
2244 Albert St, Regina, SK S4P 2V2
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Parwez Financial Group

Parwez Financial Group

(1)
Incorporated Professionals, Farms, Life Stages
“He listened to our feedback, our long term retirement, tax planning and insurance needs and developed a solution tailored to us.”
Offers Financing Options
In Business Since 2012
4401 Albert St, Regina, SK S4S 6B6
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Worby Wealth Management

Worby Wealth Management

(4)
Education, Estate, Retirement
“When I walked in to my first appointment with Chris I knew nothing about investments or RRSPs, and he made me feel at ease and took his time explaining everything to me.”
In Business Since 2013
855 Arcola Ave, Regina, SK S4N 0S9
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Ndreams Bookkeeping and Taxation Solutions

Ndreams Bookkeeping and Taxation Solutions

(1)
Quickbook Advisor, Payroll, Bookkeeping
“Affordable and fast services.”
In Business Since 2021
7624 Walsh Ave., Regina, SK S4Y 0H2
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R Financial Group

R Financial Group

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
In Business Since 2013
1810 College Ave, Regina, SK S4P 1C1
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Ask Awan Financial Services

Ask Awan Financial Services

(1)
“Worth the trip from Ontario to meet with an excellent Financial Advisor”
In Business Since 2020
1440 Fleury St #204, Regina, SK S4N 5B1
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Living Skies Finance Regina

Living Skies Finance Regina

(1)
“They have been looking after me and my investments for over 20 + years.”
In Business Since 2020
1810 College Ave, Regina, SK S4P 1C1
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MRE Financial Svc

MRE Financial Svc

“Insurance products, including segregated fund policies are offered through MRE Financial Services Corp. , and Jeff Brown and Gil Ennis offer mutual funds through Quadrus Investment Services Ltd. Quadrus, Quadrus and design, Quadrus Investment Service...”
In Business Since 2008
335 Hoffer Dr, Regina, SK S4N 6E2
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Brothers & Company Financial

Brothers & Company Financial

“Every single client of our firm, no matter how in-depth the need, gets a financial plan. Planning is the foundation of everything we do and all the decisions that we make. To us, being your wealth manager isn't about selling you mass-marketed product...”
In Business Since 2008
2300 Smith St, Regina, SK S4P 2P7
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GP Financial Services

GP Financial Services

(4)
Tax Planning, Insurance and Risk Management, Financial Management
“Very friendly staff”
In Business Since 2000
1703 Badham Blvd, Regina, SK S4P 0L9
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Zaba Financial Group

Zaba Financial Group

(3)
“Mitch is a fantastic advisor and with his financial advice and guidance I was able to meet a number personal financial goals within the short period I have been with them.”
In Business Since 2015
2340 9th Ave N, Regina, SK S4R 8C5
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Assante Capital Management

Assante Capital Management

(1)
“Our advisor, Derek Boe, has always provided sage advice and responded quickly to any request.”
In Business Since 2018
3655 E Quance Gate, Regina, SK S4V 3A4
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Promhouse Financial Group

Promhouse Financial Group

Portfolio Partner, Advisor Managed Account
“CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a divisio...”
In Business Since 1993
1801 Hamilton St Suite 420, Regina, SK S4P 4B4
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Beyond Wealth Management

Beyond Wealth Management

Succession Planning, Retirement Planning, Employee Benefits
In Business Since 2010
341 Hoffer Dr, Regina, SK S4N 6E2
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Kim Shaheen Financial

Kim Shaheen Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
In Business Since 2020
2022 Cornwall St #101, Regina, SK S4P 2K5
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Prestige Wealth Management

Prestige Wealth Management

Insightsful Videos, Manulife Bank, Financial Calculators
“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Prestige Wealth Management Ltd. Banking products and services are offered by referral arrangements through our re...”
In Business Since 2013
2715 Quance St, Regina, SK S4V 3B7
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Anders Wealth Management

Anders Wealth Management

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
In Business Since 2017
3889 Arcola Avenue, East, Regina, SK S4V 1P5
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H&A Financial Advisors

H&A Financial Advisors

“Kelly and his team provide amazing quality and customer service.”
In Business Since 2002
1836 Angus St, Regina, SK S4T 1Z4
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Financial Advisor Regina - Darin Brailean

Financial Advisor Regina - Darin Brailean

(1)
“Darin always puts the needs of his clients first.”
2550 12 Ave #203-a, Regina, SK S4P 3X1
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IPC Investment Corporation - Margaret Clarke

IPC Investment Corporation - Margaret Clarke

“The safety of our clients and our team is our top priority, and we adhere to all safety and sanitation protocols. Our client experience will focus on providing you with a clean and safe environment to conduct your business meetings. We will meticulou...”
In Business Since 2011
2260 Lorne St, Regina, SK S4P 2M7
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Brady Wealth Strategies

Brady Wealth Strategies

“Every good plan starts with a simple chat. We're talking real life, open and honest about what's going on for you financially.What's working, what's not, the short term and long term to help paint your financial picture.”
In Business Since 2018
1601 Mcara St Unit E, Regina, SK S4N 6H6
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Retirement Planning and Investment Management Services in Regina, SK Cost Estimates

Minimum cost
$1244
Maximum cost
$10572
National Average
$3732
Avg Per Hour Rates
$374
$2488
$6841
Average price range is based on 405 cost profiles
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Average Cost $3732
Minimum cost $1244
Maximum cost $10572
Avg Per Hour Rates $374

Average range $2488 to $6841 is based on 405 cost profiles.

Why these companies made our list

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