Best Financial Advisors in Spruce Grove, AB

Handpicked from 60 vetted & reviewed Financial Planning & Wealth Management firms in the Spruce Grove area, explore the top 5 leaders in their field among the selected group of 24 finalists.

Northern Asset Management

Northern Asset Management

(2)
“Derek helped with educating me about the importance of saving for my goals and how he can help.”
In Business Since 2020
280 King St, Spruce Grove, AB T7X 2C6
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Adamitz Financial Solutions

Adamitz Financial Solutions

(5)
“As a result, I cancelled my current policy, and re wrote a life policy with her for the coverages I actually required, for a more competitive price, and options to add on in the future.”
In Business Since 2018
110a McLeod Ave, Spruce Grove, AB T7X 2H8
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Rothe Wealth Management Manulife Securities

Rothe Wealth Management Manulife Securities

In Business Since 2019
211 McLeod Ave, Spruce Grove, AB T7X 2K5
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Red Willow Wealth Management

Red Willow Wealth Management

(25)
  • Strategies
  • Educated
  • Future
“Someone that would call when there are changes in the market, someone that would have a better understanding of how to maximize returns through multiple investment vehicles”
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)
Business Owners, Cash Flow, Tax
“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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98 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
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.”
Transparent Fees & Pricing
In Business Since 2000
Free Initial Consultation
Remote Consultations Available
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Capital Edge Financial Planning

Capital Edge Financial Planning

(28)
Retirement & Investment, Insurance, Group Retirement & Savings
“Being with him for 12 years, he has helped us from options that best suited our tight budgets to guidance on suitable investments for our growing portfolio.”
In Business Since 2009
21143 48 Ave NW, Edmonton, AB T6M 0G2
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Money Mentors Edmonton

Money Mentors Edmonton

(28)
  • Financial Literacy
  • Information
  • Pay
“I was I debt with credit cards and small very high interest loans Not knowing where to turn for help… my bank wasn't there for me when I asked for help.”
In Business Since 2007
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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Caskey & Company

Caskey & Company

(23)
Reviews, Audits, Compilations
“She is also very knowledgeable and knows what she is doing which lets me rest easy knowing that the accounting side of my business is being taken care of.”
In Business Since 2010
10441 178 St NW #205, Edmonton, AB T5S 1R5
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Goth & Company

Goth & Company

(6)
“A friendly voice answering the phone, combined with knowledgeable staff making themselves available to answer questions and schedule appointments leads to a great experience.”
Free Initial Consultation
In Business Since 2010
17510 102 Ave NW, Edmonton, AB T5S 1K2
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The Financial Strategist

The Financial Strategist

(1)
Home/Auto/Commercial/Pet Insurance, Retirement Planning, Retirement Strategies
“I recommend them for your life insurance or any other insurance needs”
Emergency Services
In Business Since 2021
Free Initial Consultation
102 4723 52 Ave, Edmonton, AB, T6B 3R6
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Everlife Wealth Management

Everlife Wealth Management

(2)
Tax Services, Insurance Protection, Estate Management
“They are always a pleasure to deal with :-)”
In Business Since 2020
11203 180 St NW, Edmonton, AB T5S 0B4
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D W Good Investment Co

D W Good Investment Co

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

Metro Financial Planning

(2)
Corporate Planning, Personal Financial Products, Educating Clients
“He's knowledgeable and passes that knowledge on to his clients and makes sure that you completely understand what you're doing and how you're money can work better for you.”
In Business Since 2011
17510 102 Ave NW, Edmonton, AB T5S 1K2
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Evergreen Wealth Advisory

Evergreen Wealth Advisory

(5)
“Matt's knowledge of the financial markets is vast and you can be certain the team at Evergreen can help you and your family set out a financial plan for your future.”
In Business Since 2021
10243 178 St NW, Edmonton, AB T5S 1M3
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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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Lindsay Financial Solutions

Lindsay Financial Solutions

(4)
  • Team
“But for me, the biggest difference has been how they hold me accountable, and when I start to deviate too far from the plan (that I wanted to help secure my future) they bring me back around and help me focus on accomplishing my goals.”
In Business Since 2017
156 St Albert Trail #10, St. Albert, AB T8N 0P5
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IPC Investment Corporation - Jim Hummel

IPC Investment Corporation - Jim Hummel

Education Plan
“It has been a meaningful relationship, since we were first introduced in 2002 . We have deeply valued the advice Jim has provided in all matters of our financial dealings and security. We have truly felt that we as senior clients, could always depend...”
In Business Since 2016
17420 Stony Plain Rd #214, Edmonton, AB T5S 1K6
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Statera Financial Planners

Statera Financial Planners

Family, Business Owners, Wealth
“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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Dan Houcher Financial

Dan Houcher Financial

(13)
  • Insurance
  • Family
  • Investment
“A critical insurance plan where all of the money I put into it, both corporate and personal, would be returned to me at the age of 65 if I didn't have a critical incident by then.”
CFP Certified
In Business Since 2011
4911 50 St, Stony Plain, AB T7Z 1T3
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Hacking Financial Strategies

Hacking Financial Strategies

(2)
“I have been a client of Allan Hacking at Financial Strategies Group for 12 years and another member of my family has been a client of Allan's for 23 years.”
In Business Since 2000
6271 Andrews Loop SW #210, Edmonton, AB T6W 3G9
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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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Vest Estate Lawyers Edmonton Estate Planning Lawyers

Vest Estate Lawyers Edmonton Estate Planning Lawyers

(2)
“Paralegal Roni Kohut was also quick to answer any questions we had and a delight to deal with.”
In Business Since 2020
10216 124 St #205, Edmonton, AB T5N 4A3
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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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Retirement Planning and Investment Management Services in Spruce Grove, AB Cost Estimates

Minimum cost
$1218
Maximum cost
$10349
National Average
$3653
Avg Per Hour Rates
$366
$2435
$6697
Average price range is based on 327 cost profiles
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Average Cost $3653
Minimum cost $1218
Maximum cost $10349
Avg Per Hour Rates $366

Average range $2435 to $6697 is based on 327 cost profiles.

Why these companies made our list

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