Saskatoon, SK

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Saskatoon, SK
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Best Financial Advisors in Saskatoon, SK

Handpicked from 59 vetted & reviewed Financial Planning & Wealth Management firms in the Saskatoon area, explore the top 5 standout choices among the selected group of 24 finalists.

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Meckelborg Financial Group

Meckelborg Financial Group

(9)
  • Financial Goals
  • Communication
  • Professionals
“They take the time to explain intricate financial concepts in a way that is easy to understand, empowering clients to make informed decisions about their financial future.”
In Business Since 2010
728 Spadina Crescent E #300, Saskatoon, SK S7K 3H2
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Precision Financial & Benefits

Precision Financial & Benefits

(21)
Employee Benefits, Investments, Life & Disability Insurance
“I would recommend anyone who doesn't even know where to start to talk to Curtis and his team, they know what they're doing and will set you on the right path quickly and efficiently.”
Free Initial Consultation
In Business Since 2012
119B Cardinal Crescent, Saskatoon, SK S7L 6H5
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Wiegers Financial & Benefits

Wiegers Financial & Benefits

(49)
  • Employee Benefits
  • Education
  • Relationship
“A huge thank you to Jewellian at Wiegers for her incredible customer service, and for the care she took to walk through my entire benefits package with me and explain all of the services available.”
120 33 St E, Saskatoon, SK S7K 0S2
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Feroza Financial - Tax Returns From $20

Feroza Financial - Tax Returns From $20

(48)
  • Good Service
  • Happy
  • Office
“Knowledgeable staff and smooth service”
In Business Since 2018
15 Worobetz Pl Unit 14, Saskatoon, SK S7L 6R4
Featured

Come on by for some free lunch! Thanks to your support, our business is happy to announce our new and expanded location in the Confederation area by the Superstore & RBC! We are open for business. Unit 14 - 15 Worobetz Plc., Saskatoon, SK S7L 6R4...

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Deb Murdoch - Saskatoon Mortgage Broker TMG

Deb Murdoch - Saskatoon Mortgage Broker TMG

(33)
  • Buyer
  • Work
  • Phone
“We had a lot of questions since it was our first house ever but Deb and Shari had been really patient and responsive to all our questions and even helped make the right choice.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
506 Queen St, Saskatoon, SK S7K 0M5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (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
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PWM Private Wealth Counsel - Financial Planners

PWM Private Wealth Counsel - Financial Planners

(30)
  • Tax
  • Meeting
  • Management
“Advisor Kevin Hegedus is thorough, efficient, has scheduled biannual meetings with client for more than 15 years and is always available for questions/comments/review.”
In Business Since 2017
210 Wellman Crescent Unit 205, Saskatoon, SK S7T 0J1
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Brightrock Financial

Brightrock Financial

(19)
Medical Professionals, Corporate & Entrepreneur, Individual & Family
“Have been working with Janea and her team for over three years, she is very knowledgeable and guides you to achieving your goals for your future and immediate needs.”
3502 Taylor St E #114, Saskatoon, SK S7H 5H9
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Tre Bynoe

Tre Bynoe

(16)
  • Tolerance
  • Wealth
  • Intelligent
“We always appreciate his knowledgeable, personal, and no-hassle approach to financial planning, and his passion for financial literacy is a benefit to our province.”
In Business Since 2020
3130 Preston Ave S, Saskatoon, SK S7T 0V1
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Precedence Private Wealth

Precedence Private Wealth

(11)
  • Team
“Thanks to Precedence Private Wealth for your exceptional service and expertise with our Financial Planning, Tax Deductible Mortgage Strategy and Life Insurance.”
Transparent Fees & Pricing
In Business Since 2011
230 22 St E, Saskatoon, SK S7K
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Windrem Financial Group

Windrem Financial Group

(1)
Quadrus Account Access, Broker Services, Financial Tools
“Beyond this, he is an extremely compassionate individual who always acts in the best interests of his clients.”
Free Initial Consultation
105 21st St E #400, Saskatoon, SK S7K 0B3
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Fundamental Wealth of Harbourfront Wealth Management

Fundamental Wealth of Harbourfront Wealth Management

(8)
  • Team
  • Retirement
“Michael Isbister has been my financial advisor for over 10 years, and not once has he steered me wrong or taken longer than a few hours to get back to me on any request.”
1302 8 St E, Saskatoon, SK S7H 0S8
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Carson Financial

Carson Financial

(5)
“It was a great experience working with Dennis!”
Licensed
75 Lenore Dr #1, Saskatoon, SK S7K 7Y1
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Leeann Chesky/Manulife Wealth

Leeann Chesky/Manulife Wealth

(3)
“We are so glad we came to see her.”
201 21st St E #700, Saskatoon, SK S7K 0B8
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Customplan Financial Advisors

Customplan Financial Advisors

(3)
“They also made me realize extremely important factors when it comes to financial planning/retirement/insurance/estate planning - Thank-You so much, I'll be seeing you soon.”
In Business Since 2005
1265A 8 St E, Saskatoon, SK S7H 0S5
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Khorshid & Associates Private Wealth Management

Khorshid & Associates Private Wealth Management

(3)
  • Plan
“He has been a guiding hand throughout the past 12+ years helping us plan for our children's education, balance our differences in risk acceptance, and ensuring nothing is missed in our budget.”
Licensed
409 3 Ave S Suite 501, Saskatoon, SK S7K 5R5
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Terry Alm

Terry Alm

(3)
“Terry did a great job of helping me find a home that suits my current circumstances - so I was confident he would use his knowledge and experience to lead to a satisfactory sale of my home.”
In Business Since 2022
3032 Louise St, Saskatoon, SK S7J 3L8
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Mallard Wealth Advisors

Mallard Wealth Advisors

(2)
“It's always a pleasure dealing with Tanis who always has our best interests in mind.”
123 2 Ave S #600, Saskatoon, SK S7K
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Independent Financial Services

Independent Financial Services

(1)
“Happy to know that in the frustrating and confusing world of insurance, there is a guy in town that can cut through the noise and tell you what you need to hear.”
1001 3rd Ave N, Saskatoon, SK S7K 2K5
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The Maxim Financial Services Group

The Maxim Financial Services Group

(1)
“Other financial planner and insurance advisors had told me that what I needed couldn't be done.”
1302 8 St E, Saskatoon, SK S7H 0S8
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Whiteowl Financial Solutions - Darren Ulmer

Whiteowl Financial Solutions - Darren Ulmer

(1)
“He's always there to help you and will bend over backwards for you.”
1016 8 St E, Saskatoon, SK S7H 0R9
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Continuity

Continuity

“Selling the business or passing it down to children is truly a process, not an event. Planning well in advance of a business changing hands can help the transition go as smoothly as possible. In a family business context, there are additional conside...”
Family Business
130 4th Ave N #110, Saskatoon, SK S7K 5V3
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McFaull Financial

McFaull Financial

(3)
“I have also called him a few times this past year in a bit of a panic with concerns about market changes, and he has made me feel so comfortable with the financial decisions we made together.”
In Business Since 1999
3301 8 St E #500, Saskatoon, SK S7H 5K5
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Landeryou Financial

Landeryou Financial

Portfolio Analysis, Tax Planning, Estate Planning
“I was referred to Tom by my sister whose husband is a retired financial planner and former colleague of Tom's. While I'm very happy with my investment performance, it's the level of service and personal touch that I'm most impressed with. Unlike the ...”
Family Business
Free Initial Consultation
In Business Since 2019
c/o Life Line Brokers, 134 Primrose Dr, Saskatoon, SK S7K 3S6
FAQs
Do I actually need an Advisor?
Most people do not have the time or expertise to develop, implement, and review a financial plan on their own. Having an advisor that can help in this area ensures you have a plan and that you stay on track.
How are you paid?
Our financial planners work primarily via the AUM (Assets Under Management) model. This means that we will collect a fee (approximately 1%) based on the total investment value of your portfolio. The returns listed for your portfolio are net of all fees, meaning the return that you see listed in your statements is yours in its entirety.
Do you offer fee for service?
Yes! While most of our clients pay via the AUM (Assets Under Management) model, we can accommodate clients who prefer to pay via a fee for service arrangement.
How much should I be investing?
The ability to save is dependent on your income, budget, and stage of life, so the amount can vary widely. For most individuals, 10-30% of your income should be put towards debt reduction, short-term savings, and long-term investing goals.
More information can also be found on the FAQ page of our website.
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Atlas Wealth Financial

Atlas Wealth Financial

(12)
  • Number
  • Family
  • Insurance
“He can help you to get an overall understanding of where you are sitting, and help you put a plan in place to help you towards where you want to be financially!”
331 W Hampton Blvd, Saskatoon, SK S7R 0B5
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Retirement Planning and Investment Management Services in Saskatoon, SK Cost Estimates

Minimum cost
$1245
Maximum cost
$10581
National Average
$3735
Avg Per Hour Rates
$374
$2490
$6847
Typical price range is based on 550 cost profiles
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Average Cost $3735
Minimum cost $1245
Maximum cost $10581
Avg Per Hour Rates $374

Typical range $2490 to $6847 is based on 550 cost profiles.

Why these companies made our list

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