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Mortgages by Christine M

(29)

Rate
Emails
Patient

“And again, Thank you Christine for all the hard work you did and the late nights spent over the phone sorting the logistics out as my partner and I are now first time home buyers!”

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Frederick & Company

(29)

Team
Understanding
Meeting

“What is even more impressive is that several of the options presented don't involve reimbursement for Frederick and Company / Rebecca, All the options were presented on their own merits, rather than with an eye for making money.”

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Advico

(26)

Business
Solutions
Life Insurance

“Kyle brings a wealth of knowledge, and professional experience, which is key to his ability to deliver plans designed around the unique needs of each client he faces, which is why I'll keep referring business his way!”

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Sunesis Financial CFP | Edmonton Financial Advisor

(17)

Investments
Retirement
Plan

“With this, he built a new plan that included achievable annual contributions on my end and supported me through the execution phases of transitioning to a lower fee environment and securing high value private Capital investments that have provided bo...”

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Kewcorp Financial

(4)

“This is a family owned business that understands what it takes to become a successful Corporation under the dire Alberta economy.”

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IPC Securities Corporation - Russ Elford

Private Wealth

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”

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Authentic CFO Solutions

(1)

“He quickly learned about our operations and helped us formalize our monthly financial reporting and key performance indicators (KPI's).”

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Fusion Financial Management

“We are a full-service financial Advisory Firm. From insurance and investments to group benefits for small businesses, or Investment tax minimization & estate Analysis, we will work with you to develop a financial solution that suits your specific nee...”

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Edmonton Wealth Management Group

“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...”

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Moneta Financial Planning

Insurance, Retirement & Investment Products, Retirement and Investment Plans

“Financial advice is everywhere. Friends, family, the media and even the next door neighbour all have the answers. What is true? What applies to you? How do you know? At Moneta Financial Planning, we strive to empower our clients with these answers. Y...”

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Burgett Financial Services

“Having the ability to custom build a client's plan with the highest quality building blocks that are available to us is critical, as is having a broad scope of unconstrained options and financial strategies.”

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Ventures North Financial Group

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Sisip Financial

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Kurylo Insurance Services

“Whether it's Financial Planning, Investments, Insurance Planning or Corporate Business Planning, we will always provide dependable service to address your needs.”

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Trentini Financial

“Most every business owner has a lawyer, accountant, financial advisor and insurance advisor. However, as we go through our holistic approach to planning, without exception we uncover what would result in “unintended results.” The transactions individ...”

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HT & Associates

(28)

Bookkeeping, Corporate Tax Returns, Accounting & Assurance

“I have used Henry and his staff for our family's taxes as well as our business taxes for the last couple of years and could not ask for a better accountant.”

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Rick Fairley - Retirement Planner & Life Insurance Advisor

(8)

Insurance Planning, Investment Planning, Financial Planning

“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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Abacus Wealth Management

(6)

Educated
Knowledge
Risks

“It is great that he had the ability to get investments that fit so many types of people and does regular reviews with me to make sure he's aware of any and all changes like my earnings or upcoming financial requirements I have.”

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Cornerstone Insurance Brokers

(50)

Print a Pink Card, Submit a Claim

“Jim has been FABULOUS at getting me quotes quickly, helping compare even against outside quotes to make sure I have the coverage I need, and is honestly more on top of the details and communucation than I am.”

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Quickfire Mortgage Solutions Team

(50)

Pre Approval, First Time Home Buyers, New Home Purchase

“The entire team at Quickfire Mortgage Solutions were great to work with; they were on-top of all details, did their best to get me the best interest rate they could, and answered any and all questions I had.”

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Money Mentors Edmonton

(49)

Debt
Information
Passionate

“I found her practical, no-nonsense presentation humanely helpful, delivered in a manner I found quite comprehendible and also, given in a way where I could easily find the information applicable to my specific needs.”

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Capital Edge Financial Planning

(36)

Investment Planning, Employee Group Benefits, Insurance

“Not only did he provide solid advice for myself and my partner, he really took the time to learn about our lives and our personal goals and how those things tie in with our financial goals and perspectives on money.”

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World Financial Group

(47)

Understand
Plan
Questions

“He explained everything thoroughly and went over things in detail so that I had all the information I needed to help me make decisions for the type of insurance that best suited my needs.”

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McGuire Financial Group

(41)

Retirement Planning, Wealth Creator – Debt Strategy, Wealth Planning & Investment Services

“She clearly explained to me the several different options that I had and how each one would affect me in the long run, the whole while making me feel like I wasn't being judged for my poor choices and that there was indeed a light at the end of the t...”

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

Best Financial Advisors in Sherwood Park, AB

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Sherwood Park area.

Mortgages by Christine M

Frederick & Company

Advico

Sunesis Financial CFP | Edmonton Financial Advisor

Kewcorp Financial

IPC Securities Corporation - Russ Elford

Authentic CFO Solutions

Fusion Financial Management

Edmonton Wealth Management Group

Moneta Financial Planning

Burgett Financial Services

Ventures North Financial Group

Sisip Financial

Kurylo Insurance Services

Trentini Financial

HT & Associates

Rick Fairley - Retirement Planner & Life Insurance Advisor

Abacus Wealth Management

Cornerstone Insurance Brokers

Quickfire Mortgage Solutions Team

Money Mentors Edmonton

Capital Edge Financial Planning

World Financial Group

McGuire Financial Group

Retirement Planning and Investment Management Services in Sherwood Park, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sherwood Park

Popular in Sherwood Park