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Statera Financial Planners

(14)

Number
Advice
Team

“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.”

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Clarity Wealth Counsel

(9)

Team
Retirement
Investing

“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.”

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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.”

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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.”

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D W Good Investment Co

(2)

“Everyone here is always very kind.”

i

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DB Wealth Management

(2)

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

i

The 24 firms listed for St. Albert, 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: St. Albert, AB

8 of the 24 firms we list are based in St. Albert; the other 16 serve St. Albert from Edmonton (14 km) and Sherwood Park (24 km). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 1,120 reviews; 4 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (77%) and quality (65%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (6), business owners (2), investment planning (2), retirement planning (2) and tax planning (2). 1 shows a licence on its website. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation and 1 is family- or locally-owned. 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.

Do firms listed for St. Albert take financial planning bookings online?

4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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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.”

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Fincor Financial Group

(1)

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

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Soup Time Canada

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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

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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 .”

i

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Capital Edge Financial Planning

(42)

Disability
Company
Team

“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

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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

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McGuire Financial Group

(41)

Team
Educational
Learning

“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.”

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Blackburn Davis Financial

(26)

Meeting
Goals
Feel

“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.”

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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.”

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Advico

(26)

Investment
Solutions
Business

“Kyle was super helpful in walking me through the entire process, and answering any and all of my questions, and came up with the perfect solution for myself and my business.”

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Yourwealth Advisory / iA Private Wealth

(21)

Decisions
Portfolio
Family

“AJ and his team are like members of my own family and have never steered me wrong in in the management my assets or with any of the important financial decisions in my life.”

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High Level Wealth Management

(13)

Concepts
Future
Decisions

“He has this amazing ability of taking all the stress out of each project, whether it be choosing an investment portfolio or breaking down a financial plan, and he really takes time to make sure you understand everything that's being said.”

i

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Sunesis Financial CFP | Edmonton Financial Advisor

(18)

Value
Plan
Retirement

“Matthew Hammond provided clear, straightforward advice and had first-rate communication; he helped me feel confident that I was making good decisions with my money.”

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Gold Investment Management

(15)

Goals
Professional
Portfolio

“Paperwork is always complete, accounts are managed, questions answered within hours… There are very distinct rules and processes for investing and moving money.”

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Bespoke Book

(7)

“We have done our family tax filing with them and it was very reasonable and smooth.”

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Grow Your Wealth Financial Planning

(23)

Family
Goals
Questions

“Prompt replies to questions, timely notification of changes that can impact our financial situation and well thought out suggestions on portfolio improvement are just a few examples.”

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Rick Fairley - Retirement Planner & Life Insurance Advisor

(8)

Goals
Happy

“Discuss your financial goals with Rick, he is a thoughtful listener and he will explain your options whether you have aggressive or conservative goals.”

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

Best Financial Advisors in St. Albert, AB

Statera Financial Planners

Clarity Wealth Counsel

Lindsay Financial Solutions

T.C. Wealth & Planning Corp.

D W Good Investment Co

DB Wealth Management

Area overview: St. Albert, AB

Prospera Solutions

Fincor Financial Group

Soup Time Canada

Voyage Financial Services

Money Mentors Edmonton

Capital Edge Financial Planning

World Financial Group

McGuire Financial Group

Blackburn Davis Financial

KWB Accountants & Advisors

Advico

Yourwealth Advisory / iA Private Wealth

High Level Wealth Management

Sunesis Financial CFP | Edmonton Financial Advisor

Gold Investment Management

Bespoke Book

Grow Your Wealth Financial Planning

Rick Fairley - Retirement Planner & Life Insurance Advisor

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

Why these companies made our list

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Popular in St. Albert

Tools: Financial Advisors