A E I Wealth Management
“Elvine was incredibly patient with me and she did everything she could to help me out.”
Best Financial Advisors near Sylvan Lake, AB
None of these firms is based in Sylvan Lake; they work from towns including Red Deer, Camrose and Red Deer County.
18 firms listed · 8 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Wagstaff Wealth Management
Horizon CPA
“They always go the extra mile to help me navigate anything financial-related, and have done a great job of adjusting to the needs of my growing business, which gives me incredible peace of mind.”
Derek Fuchs, Senior Wealth Advisor
“I really appreciated the time you took with me and my family as we navigate this unknown territory!”
McHattie Financial
Integrated Financial Services
“Can't say enough good things about Bill McTaggart - my husband and I would not be ready for retirement without his help!”
The 18 firms listed for Sylvan Lake, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Sylvan Lake, AB
10 of the 18 firms on this page have a rating, from 3.7 to 5.0 across 20 reviews; 8 are rated 4.5 or higher. The services the firms on this page list most often on their websites are business owners (2), critical illness insurance (2), disability insurance (2), estate planning (2) and financial planning (2). 1 shows a licence on its website and 1 lists staff certifications (CFP). Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for 16 of the firms on this page; 15 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Sylvan Lake take financial planning bookings online?
3 of the 18 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Swordsman Financial
Holliswealth
“Not only does he provide us with great rates of return regardless of the ups and downs of the markets he creates miracles reducing our tax liability John goes the extra mile educating himself and his team of all tax changes and then working very closely with our accountant planning how to reduce those taxes.”
IPC Investment Corporation - Perry Pellegrini
Callan Wealth Management
RJ Mountain Wealth
RJ Mountain Wealth & Optimize Wealth Management
“We, my husband Richard and I feel like family when we go there.”
Diversified Financial Concepts
Darling Financial & Portfolio Strategies
Amiri Wealth Management
“Great customer service and they truly care about your finances.”
Maude Financial
Stroud Agencies
Hildebrand Wealth Management
Why these companies made our list
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