Best Financial Advisors in Stony Plain, AB

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Stony Plain area.

Silver Maple Financial - IPC Investment Corporation

Silver Maple Financial - IPC Investment Corporation

(10)
  • Goals
“He's always positive and willing to help, no matter what your financial situation or level of knowledge, and I doubt there's a financial issue he can't advise you on.”
17420 Stony Plain Rd #214, Edmonton, AB T5S 1K6
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Dan Houcher Financial

Dan Houcher Financial

(14)
  • Insurance
  • Family
“Through out the entire process of us getting life insurance, Dan was prompt to return calls, he communicated very well and he had solutions to possible issues set up before we even met with him.”
In Business Since 2011
CFP Certified
4911 50 St, Stony Plain, AB T7Z 1T3
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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...”
17420 Stony Plain Rd #214, Edmonton, AB T5S 1K6
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Complete Accounting &

Complete Accounting &

(6)
“Harold is so professional and easy to talk to and ensures he gets all the benefits your entitled to.”
26 Boulder Blvd, Stony Plain, AB T7Z 1V7
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Northern Asset Management

Northern Asset Management

(2)
“I wasn't sure how to where to start, but Emily helped me build a porfolio that got me to where I needed to be.”
280 King St, Spruce Grove, AB T7X 2C6
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Capital Edge Financial Planning

Capital Edge Financial Planning

(36)
Insurance, Investment Planning, Employee Group Benefits
“When my disabilities worsened and prospects around returning to gainful employment were lost, Dave provided me with the option of investing in a Registered Disability Savings Plan (RDSP), an investment I wouldn't have been aware of without the care a...”
21143 48 Ave NW, Edmonton, AB T6M 0G2
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The Financial Strategist

The Financial Strategist

(1)
Travel Insurance, Business Strategies, Resp
“I recommend them for your life insurance or any other insurance needs”
Emergency Services
Free Initial Consultation
102 4723 52 Ave, Edmonton, AB, T6B 3R6
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Adamitz Financial Solutions

Adamitz Financial Solutions

(6)
  • Family
  • Life Insurance
  • Confident
“There are so many options and choices of types of life, disability, critical illness and insurance, Paulla was extremely knowledgeable and took the time to best me the best deal for me and my family.”
In Business Since 2018
110a McLeod Ave, Spruce Grove, AB T7X 2H8
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Rothe Wealth Management Manulife Wealth

Rothe Wealth Management Manulife Wealth

“Manulife Wealth Inc. is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a diverse range of life and health insurance p...”
In Business Since 2019
211 McLeod Ave, Spruce Grove, AB T7X 2K5
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Vic Pipke Financial Professional

Vic Pipke Financial Professional

(1)
“Amazing experience, explained everything so an idiot like me could understand, great products, really knows his stuff.”
Transparent Fees & Pricing
646 Parsons Rd SW #201, Edmonton, AB T6X 1N4
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Trentini Financial

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...”
In Business Since 2021
Serving Stony Plain Area
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Red Willow Wealth Management

Red Willow Wealth Management

(26)
  • Goals
  • Life Insurance
  • Educated
“They are knowledgeable, personable, they take the time to review all aspects of your financial situation and address all the areas that could potentially pose as a risk for you and your loved ones in the future.”
In Business Since 2017
Free Initial Consultation
44 St Thomas St Unit 10, St. Albert, AB T8N 6N8
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High Level Wealth Management

High Level Wealth Management

(11)
Investment Management, Financial Planning, Tax Returns
“His approach to investing, being a registered Advising Representative and CFA® charterholder, and his many years' experience investment industry gives me the comfort and confidence that my investment portfolio is carefully considered and tested again...”
Transparent Fees & Pricing
11212 99 Ave, Edmonton, AB T5K 0G8
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Clarity Wealth Counsel

Clarity Wealth Counsel

(9)
Retirement, Charitable Giving, Business Owners
“Aron, Sonia and the team at Clarity Wealth Council are incredibly knowledgeable and the care they took in learning about my needs and what financial strategy will serve me best is where they truly added immense value and differentiated from other fin...”
10 Carleton Dr suite 40a, St. Albert, AB T8N 7L2
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Muhs Wealth Partners

Muhs Wealth Partners

(5)
“In a world of high management fees and active portfolio managers that may not have their clients best interest in mind, Markus offers a professionalism that the industry needs.”
Transparent Fees & Pricing
10180 101 St NW Suite 570, Edmonton, AB T5J 3S4
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Harpiyar Sandhu Professional Corporation

Harpiyar Sandhu Professional Corporation

(6)
“Harpiyar for more than 6 years and have been satisfied with the tax filings and with the recommendations that he gives.”
3132 Parsons Rd NW #213, Edmonton, AB T6N 1L6
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T.C. Wealth & Planning Corp.

T.C. Wealth & Planning Corp.

(4)
“Anyone with a young family or just starting out I highly recommend sitting down with Kevin or another great TC wealth planner to get great advice and piece of mind while planning for the future.”
44 St Thomas St, St. Albert, AB T8N 6N8
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Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(50)
Submit a Claim, Print a Pink Card
“My insurance specialist, Anna, always is available to deal with my questions, she has been proactive in reaching out to me with suggestions and changes to make my coverage more tailored to my needs and, above all, she is very responsive to any assist...”
Remote Consultations Available
Free Initial Consultation
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(50)
New To Canada Borrower, Services, First Time Home Buyers
“While we did not end up selecting one of his lenders due to a unique wrinkle in our situation, I was so impressed with the service that I felt compelled to share.”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Money Mentors Edmonton

Money Mentors Edmonton

(49)
  • Budgeting
  • Presentation
  • Information
“Linda gave a very informative presentation to our organization, answering all of our questions about Money Mentors and how they can potentially help our clients.”
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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World Financial Group

World Financial Group

(47)
  • Critical Illness Insurance
  • Investments
  • Plan
“He gave great explanations of the different kinds of investment opportunities available to me, and also gave a very personal approach that helped me make optimal decisions that worked best for my financial wellbeing.”
In Business Since 2000
Licensed
9910 39 Ave NW #202, Edmonton, AB T6E 5H8
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McGuire Financial Group

McGuire Financial Group

(41)
Financial Planning, Wealth Creator – Debt Strategy, Insurance Wants and Needs
“We have been programmed to think of personal finance in a certain way that relies on forfeiting interest to banks and lenders, but the folks at McGuire offer an exciting alternative that flips this system on its head and makes us both the lender and ...”
6030 88 St NW #210, Edmonton, AB T6E 6G4
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KWB Accountants & Advisors

KWB Accountants & Advisors

(26)
  • Small Business
  • Knowledge
  • Questions
“The most helpfull staff in the world, willing to go the extra mile, fast replies i very reccomend this firm to be your choice for financial matter, reasonable rates as well, i am in ongoing communication with them and its a true joy”
In Business Since 2006
Free Initial Consultation
9771 54 Ave, Edmonton, AB T6E 5J4
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Blackburn Davis Financial

Blackburn Davis Financial

(26)
Financial Planning, Business Planning, Risk Management
“As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status ...”
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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Retirement Planning and Investment Management Services in Stony Plain, AB Cost Estimates

Minimum cost
$1192
Maximum cost
$10132
National Average
$3576
Avg Per Hour Rates
$358
$2384
$6556
Fair price range is based on 525 cost profiles
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Average Cost $3576
Minimum cost $1192
Maximum cost $10132
Avg Per Hour Rates $358

Fair range $2384 to $6556 is based on 525 cost profiles.

Why these companies made our list

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