View Profile

Statera Financial Planners

(14)

Legacy, Wealth, Health

“Have been consulting with Romana for quite a number of years and with Rita's contributions every question, concern have been dealt with as concise, accurate and timely as anyone could ask for.”

i

View Profile

Clarity Wealth Counsel

(9)

Charitable Giving, Tax, Trust & Estate

“They go the extra mile to put strategies into place that are designed specifically for that client, rather than using a 'one size fits all' plan which would make their job easier but not be as effective for their client.”

i

View Profile

Blue Sky Business Development Corp.

(9)

Exit Strategies, Grant Funding, Business Startup

“They gave us amazing consultancy for our family's restaurant and now we really understand how important the online presence is for a business, respond to all of our questions patiently.”

i

View Profile

Lindsay Financial Solutions

(7)

Goals
Team
Business

“My only regret is that when Clay discussed critical illness insurance with us, I decided to put it off as money was a bit tight and I figured getting cancer or having a heart attack could never happen to me as I was healthy.”

i

View Profile

T.C. Wealth & Planning Corp.

(4)

“Kevin Ferreira is someone who has terrific knowledge about current markets, Banking practices, investments, money saving Instruments, retirement and future estate planning.”

i

View Profile

DB Wealth Management

(2)

“Personable, knowledgeable, and obviously puts his clients needs first.”

i

View Profile

D W Good Investment Co

(2)

“Everyone here is always very kind.”

i

View Profile

Prospera Solutions

(1)

“Recently I was speaking with a client that mentioned she was separating from her common law spouse and was being pressured by him to get her tax return done and speed things up making decisions on the separation.”

i

View Profile

Fincor Financial Group

(1)

“Very happy with the results based on their advisement.”

i

View Profile

Soup Time Canada

“Si vous avez le temps, coupez un gros oignon en dés, ajoutez une généreuse portion de beurre et faites revenir jusqu'à ce qu'il soit tendre. Ajouter 1 à 3 tasses de hamburger frais et/ou le porc tranché finement et cuire jusqu'à ce qu'il soit bien cu...”

i

View Profile

Cornerstone Insurance Brokers

(50)

Print a Pink Card, Submit a Claim

“Gerry also excelled in securing an outstanding auto insurance policy, demonstrating a keen understanding of the market and ensuring we received optimal coverage at competitive rates.”

i

View Profile

Quickfire Mortgage Solutions Team

(50)

Home Equity Line Of Credit, First Time Home Buyers, Pre Approval

“Buying a new home and getting a mortgage are very, very overwhelming and stressful experiences, so having Jeremy as our mortgage broker was a huuuuuuge blessing.”

i

View Profile

Goth & Company

(50)

Trustee
Informative
Questions

“Fantastic service, very helpful, didn't really know what i was going to do, found Goth & Company, really helped me get on track of finances, I recommend this team, Thanks so much!!”

i

View Profile

NJ Tax & Accounting

(48)

Corporate & Small Business, Gst/ Hst, PST Returns, Business Registration

“I recently had the pleasure of working with NJ Accounting and Taxing, and I must say that my experience with their services was nothing short of exceptional.”

i

View Profile

Voyage Financial Services

(50)

Travel Insurance
Parents
Visa

“Even though I did not contact Voyage when she left, the team reached out to me and upon learning she had traveled back, refunded back some money because she didn't use up to 1 year.”

i

View Profile

Money Mentors Edmonton

(49)

Resources
Information
Debt

“I didn't know much and honestly talk about credit usually couldn't keep my attention, but Linda's great personality and passion helped me understand and learn so much .”

Featured

10 Financial New Year’s Resolutions You Need to Make This Year... As 2022 comes to an end, I’m sure a lot of us are thinking: “good riddance!” It has been a very tough year for many people. Inflation has been hitting record highs, and interest rates have followed, making buying and borrowing expensive and difficult. Let’s look forward to 2023 and hope that, with cooling inflation and a slowing down of interest-rate hikes, we can take a chance to catch our breath and get to grips with our finances. One way we can do this is to start the year off with some financial New Year resolutions.

i

View Profile

Capital Edge Financial Planning

(42)

Investment Planning, Employee Group Benefits, Insurance

“I appreciate that a thorough assessment is performed initially and is updated on an ongoing basis in order to establish and adjust for the best possible investment plan.”

i

View Profile

World Financial Group

(47)

Family
Plan
Understand

“He was thorough, went in depth, and clearly explained our options and outcomes from start to finish, I would Highly recommend this service and institute to others.”

i

View Profile

Mortgages by Christine M

(33)

Phone Calls
Patient
Home

“She spent hours upon hours looking for the perfect lender at the best interest price and was always keeping us up to date on where all the paperwork was at.”

i

View Profile

McGuire Financial Group

(41)

PAR Policies, Wealth Creator – Debt Strategy, Retirement Planning

“The bootcamp seminar wasn't just 'enlightening' it was 'empowering' through being educated on a new way of taking charge, taking back control, of my/our own finances.”

i

View Profile

Frederick & Company

(32)

Consumer
Understanding
Team

“Knowing some of the success stories of Frederick & Company Ltd clients, I have no reservations when it comes to referring them to friends and clients in need of financial help.”

i

View Profile

Verity

(24)

Advisory and Bookkeeping, Accounting and Assurance, Tax

“She has been very patient and knowledgeable with answering my many questions and can always communicate accounting concepts so that they are easy to understand.”

i

View Profile

Blackburn Davis Financial

(26)

Business Planning, Estate Planning, Retirement Planning

“Throughout this time, each member of your team, have consistently been there for me… by offering the utmost in professional yet caring, skilled yet guided, comprehensive service.”

i

View Profile

KWB Accountants & Advisors

(26)

Knowledge
Questions
Informative

“Whilst researching the pros, cons, and options of using a personal vehicle for business, I stumbled across an article on the topic by David Wickenberg of KWB.”

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Saint Albert, AB

The highest-rated Financial Planning & Wealth Management companies out of 307 vetted & reviewed in the Saint Albert area.

Statera Financial Planners

Clarity Wealth Counsel

Blue Sky Business Development Corp.

Lindsay Financial Solutions

T.C. Wealth & Planning Corp.

DB Wealth Management

D W Good Investment Co

Prospera Solutions

Fincor Financial Group

Soup Time Canada

Cornerstone Insurance Brokers

Quickfire Mortgage Solutions Team

Goth & Company

NJ Tax & Accounting

Voyage Financial Services

Money Mentors Edmonton

Capital Edge Financial Planning

World Financial Group

Mortgages by Christine M

McGuire Financial Group

Frederick & Company

Verity

Blackburn Davis Financial

KWB Accountants & Advisors

Retirement Planning and Investment Management Services in Saint Albert, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Saint Albert

Popular in Saint Albert