Best Financial Advisors in Saint Albert, AB

Handpicked from 307 vetted & reviewed Financial Planning & Wealth Management firms in the Saint Albert area, explore the top 5 standout choices among the selected group of 24 finalists.

Red Willow Wealth Management

Red Willow Wealth Management

(25)
  • Gentlemen
  • Family
  • Investment
“I've had the chance to work with Craig Strain with Red Willow Wealth Management a few times in the past couple months on different transactions (Life Insurance and RRSP contributions).”
Free Initial Consultation
In Business Since 2017
44 St Thomas St Unit 10, St. Albert, AB T8N 6N8
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Clarity Wealth Counsel

Clarity Wealth Counsel

(5)
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.”
In Business Since 2014
10 Carleton Dr suite 40a, St. Albert, AB T8N 7L2
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D W Good Investment Co

D W Good Investment Co

(2)
Estate Planning, Corporate & Group Planning, Financial Planning & Investing
“Everyone here is always very kind.”
In Business Since 2014
310 Circle Dr, St. Albert, AB T8N 7L5
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Statera Financial Planners

Statera Financial Planners

Legacy, Wealth, Health
“Statera Financial Planners is dedicated to providing wealth, health and legacy solutions for every stage of your life and/or your business. Our mission is to provide you with the information available to allow you to make informed decisions about you...”
In Business Since 2021
210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1
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T.C. Wealth & Planning Corp.

T.C. Wealth & Planning Corp.

(4)
“Todd Cassidy is someone who has terrific knowledge about the current markets, Banking practices, investments, money saving Instruments and retirement planning.”
In Business Since 2005
44 St Thomas St, St. Albert, AB T8N 6N8
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Lindsay Financial Solutions

Lindsay Financial Solutions

(4)
  • Team
“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.”
In Business Since 2017
156 St Albert Trail #10, St. Albert, AB T8N 0P5
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DB Wealth Management

DB Wealth Management

(2)
“Personable, knowledgeable, and obviously puts his clients needs first.”
In Business Since 2020
1 Tache St Unit 504, St. Albert, AB T8N 1B4
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Prospera Solutions

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.”
In Business Since 2015
4 Huntington Crescent, St. Albert, AB T8N 5V2
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IG Private Wealth Management - Scantland & Associates

IG Private Wealth Management - Scantland & Associates

“Your IG Advisor is committed to being there for you for the long term, guiding you through life's stages and milestones, while leading an integrated team of financial professionals best suited to your needs.”
In Business Since 2014
7 St Anne St #100, St. Albert, AB T8N 2X4
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2011 World Financial Group

2011 World Financial Group

(1)
“WFG helping families to give education and awareness to save money, tax, and more.”
20 Circle Dr, St. Albert, AB T8N 7L4
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Soup Time Canada

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...”
In Business Since 2016
14 Mission Ave, St. Albert, AB T8N 1H4
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High Level Wealth Management

High Level Wealth Management

(7)
Financial Planning, Tax Returns, Investment Management
“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.”
Transparent Fees & Pricing
In Business Since 2019
11212 99 Ave, Edmonton, AB T5K 0G8
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Yan & Peng Accounting Services & Tax Accountant Edmonton

Yan & Peng Accounting Services & Tax Accountant Edmonton

(8)
Personal Accounting, Corporate Accounting
“Efficient and very patient :-)”
In Business Since 2016
6958 76 Ave NW Suite 204, Edmonton, AB T6B 2R2
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Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(29)
Print a Pink Card, Submit a Claim
“We've always been pleased with the services we've received from Cornerstone but Tanya Jaeger regularly goes above and beyond when it comes to providing service.”
Free Initial Consultation
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2000
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(30)
Home Equity Line Of Credit, First Time Home Buyers, Pre Approval
“Jeremy was awesome, he is very thorough in his work and explanations, he was always available to answer any and all questions we had and he made the entire process feel super easy!”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Capital Edge Financial Planning

Capital Edge Financial Planning

(28)
Group Retirement & Savings, Retirement & Investment, Group Benefits
“Dave and Peggy have been amazing throughout the years, with expert advise and prompt reaction to variety of life situations demanding sound financial advice.”
In Business Since 2009
21143 48 Ave NW, Edmonton, AB T6M 0G2
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Blackburn Davis Financial

Blackburn Davis Financial

(27)
Business Planning, Estate Planning, Retirement Planning
“From the start she treated us with the utmost respect and made us feel as though our business was valued, despite us not having a very large sum compared to some of their other clients.”
In Business Since 2008
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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KWB Accountants & Advisors

KWB Accountants & Advisors

(23)
  • Knowledge
  • Questions
  • Informative
“I contacted KWB about small business corporation paying dividends to its shareholders, both Johnny and Delia are very helpful and knowledgeable in their area.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2006
9771 54 Ave NW, Edmonton, AB T6E 5J4
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Money Mentors Edmonton

Money Mentors Edmonton

(28)
  • Options
  • Feel
  • Passionate
“Her passion for supporting Albertans through financial hardship is remarkable as she is deeply invested in her community and a great advocate for Money Mentors.”
In Business Since 2007
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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Advico

Advico

(25)
  • Company
  • 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.”
In Business Since 2007
2004 Sherwood Dr, Sherwood Park, AB T8A 0Z1
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McGuire Financial Group

McGuire Financial Group

(29)
PAR Policies, Wealth Creator – Debt Strategy, Retirement Planning
“The McGuire Financial team provided a very innovative perspective on how to invest your money rather than the traditional methods presented in every day life.”
In Business Since 2007
6030 88 St NW #210, Edmonton, AB T6E 6G4
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Frederick & Company

Frederick & Company

(19)
  • Understand
  • Team
  • Meeting
“  If you are getting bogged down and feeling overwhelmed with bills piling up and never feeling like you are getting ahead, I highly recommend you sit down with someone on her team.”
In Business Since 2014
201 Kaska Rd #63, Sherwood Park, AB T8A 2J6
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Sunesis Financial CFP | Edmonton Financial Advisor

Sunesis Financial CFP | Edmonton Financial Advisor

(19)
  • Knowledge
  • Retirement
  • Investments
“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.”
In Business Since 2017
Westana Square, 52 Sioux Rd Unit 220, Sherwood Park, AB T8A 4X1
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Caskey & Company

Caskey & Company

(23)
Reviews, Compilations, Audits
“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.”
In Business Since 2010
10441 178 St NW #205, Edmonton, AB T5S 1R5
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Retirement Planning and Investment Management Services in Saint Albert, AB Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 265 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 265 cost profiles.

Why these companies made our list

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