Best Financial Advisors in Sylvan Lake, AB

The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Sylvan Lake area.

Red Deer Mortgage Lending

Red Deer Mortgage Lending

(30)
- Home Equity / Renovations, - Mortgage Portability, - Mortgage Pre-Approval
“Not only did I get a much better rate, but Katherine actually took the time to explain everything to me in a friendly and professional manner, and even got me into a more flexible type of mortgage going forward.”
Transparent Fees & Pricing
In Business Since 2015
4915 54 St, Red Deer, AB T4N 2G7
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Blanchard & Company

Blanchard & Company

(3)
“I have dealt with Brian on the creditor side, he is very professional and knowledgeable.”
Free Initial Consultation
In Business Since 2020
4901 48 St #405, Red Deer, AB T4N 6M4
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A E I Wealth Management

A E I Wealth Management

(2)
Education Planning, Retirement Planning, Insurance
“When my children lost their father, I quickly developed a real appreciation for, and felt the strong need to, get my finances in order to have the protection and plan in case my kids need it and I'm no longer here.”
In Business Since 1998
4802 51 Ave, Red Deer, AB T4N 4H3
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ATB Wealth Private Banking Centre

ATB Wealth Private Banking Centre

(1)
“Signs are all removed and doors are all locked on this location happened today Sept 9th 2019”
Transparent Fees & Pricing
In Business Since 1995
4919 51 St, Red Deer, AB T4N 2A8
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Aggregate Financial Solutions

Aggregate Financial Solutions

(1)
“She is always accessible and has an incredible amount of experience to draw from.”
In Business Since 2006
4819 48 Ave, Red Deer, AB T4N 3T2
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4 Pillars Consulting

4 Pillars Consulting

(5)
“Eric and Nina were amazing with me and both professionals,they helped me out getting out of my depts and cut me an amazing deal that will change the life of my family forever ....”
Free Initial Consultation
In Business Since 2006
4779 49 St, Red Deer, AB T4N 1T6
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Business in a Box

Business in a Box

(8)
“Business in a box has helped me stay on track and manage all of our business platforms, they are incredibly accommodating and I would suggest them to anyone who is in need of a proper accounting and business management company”
In Business Since 2022
Serving Sylvan Lake Area
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Wagstaff Wealth Management

Wagstaff Wealth Management

Family Business
In Business Since 2019
Serving Sylvan Lake Area
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Derek Fuchs, Senior Wealth Advisor

Derek Fuchs, Senior Wealth Advisor

(1)
“I really appreciated the time you took with me and my family as we navigate this unknown territory!”
In Business Since 2012
4320 50 Ave Suite 201, Red Deer, AB T4N 3Z6
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McHattie Financial

McHattie Financial

Individual Pension Plan, Benefits of a Financial Plan, Financial Planning Process
“Attention to detail, good listening skills, and great empathy are symbols of what his clients appreciate him for. He is effectively supported by a team of administration, group benefits and investment product specialists whose teamwork and profession...”
Free Initial Consultation
In Business Since 2015
77 Downing Close, Red Deer, AB T4R 3K1
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Integrated Financial Services

Integrated Financial Services

(2)
“Can't say enough good things about Bill McTaggart - my husband and I would not be ready for retirement without his help!”
CFP Certified
Transparent Fees & Pricing
100++ Years Experience
4914 55 St, Red Deer, AB T4N 2J4
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Swordsman Financial

Swordsman Financial

Insurance, Investment, Health & Dental
“Being in business for myself has also taught me many lessons about being fiscally responsible, and answering to my clients. Doing my due diligence, finding out all the details, and deciding the best course of action given all the facts, isn't the eas...”
In Business Since 2004
4817 48 St, Red Deer, AB T4N 1S6
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Holliswealth

Holliswealth

(4)
  • Tax
  • Team
  • Expertise
“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 clo...”
4711 51 Ave #107, Red Deer, AB T4N 6H8
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Chandra's Financial Services

Chandra's Financial Services

(2)
“CFS is a great accounting firm they provide excellent service in a timely manner and they are relatively a lot cheaper than most other firms in Red Deer.”
4928 53 Ave, Red Deer, AB T4N 5J9
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IPC Investment Corporation - Perry Pellegrini

IPC Investment Corporation - Perry Pellegrini

“Perry graduated from the University of Saskatchewan in 1981 with a degree in commerce and has spent more than 30 years in areas sensitive to complex tax and legal issues. He has a diverse background including experience in the areas of real estate, i...”
CIM Certified
In Business Since 2011
4914 55 St, Red Deer, AB T4N 2J4
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Nathan Giesbrecht & Associates Private Wealth Management

Nathan Giesbrecht & Associates Private Wealth Management

“I would like to thank Nathan and his team for guiding us through the investment planning process. His calm, no pressure, informed meetings gave us the assurance that he had our future interests on the forefront. The nature of Nathan is honesty and in...”
In Business Since 2020
4919 59 St Suite 140, Red Deer, AB T4N 6C9
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Factors Western

Factors Western

“Business owners and managers tell us they initially chose factoring to satisfy immediate cash flow needs, however, they are also likely to say they continue in long term relationships for a host of other reasons. In fact, numerous explanations exist ...”
In Business Since 2001
9 Ohio Close, Red Deer, AB T4N 5C7
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Callan Wealth Management

Callan Wealth Management

“We also work with those who are self employed and responsible for administering their own retirement income from the beginning. This includes Oil & Gas Consultants, Doctors or those with professional corporations, tradespeople and those in many other...”
In Business Since 2018
Serving Sylvan Lake Area
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Tessa Szwagierczak Professional Corporation

Tessa Szwagierczak Professional Corporation

(1)
“She has assisted me with various financial decisions to help me set up for retirement and also how to maximize my tax returns.”
In Business Since 2007
Serving Sylvan Lake Area
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Sieppert & Co

Sieppert & Co

“Want to spend your time growing your business? We can help you set up efficient bookkeeping systems, complete your payroll, or support your regular business accounting activities: freeing you for other priorities.”
In Business Since 2001
Serving Sylvan Lake Area
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Diversified Financial Concepts

Diversified Financial Concepts

Banking, Estates Planning, Insurance
“Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. inassociation with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. TheManulife Vitality Program is available with sel...”
In Business Since 2002
Serving Sylvan Lake Area
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Justinen Financial Services

Justinen Financial Services

Serving Sylvan Lake Area
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MRG Wealth Management

MRG Wealth Management

(30)
  • Integrity
  • Expertise
  • Retirement
“Ryan continues to self improve through educating himself through gaining greater financial knowledge and working on himself personally and professionally to be 100% available for his clients.”
In Business Since 2017
421 7 Ave SW Suite 3000, Calgary, AB T2P 4K9
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Red Willow Wealth Management

Red Willow Wealth Management

(25)
  • Family
  • Understanding
  • Future
“I've had the chance to work with Craig Strain with Red Willow Wealth Management a few times in the past couple months on different transactions (Life Insurance and RRSP contributions).”
Free Initial Consultation
In Business Since 2017
44 St Thomas St Unit 10, St. Albert, AB T8N 6N8
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Retirement Planning and Investment Management Services in Sylvan Lake, AB Cost Estimates

Minimum cost
$1185
Maximum cost
$10069
National Average
$3554
Avg Per Hour Rates
$356
$2369
$6515
Average price range is based on 521 cost profiles
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Average Cost $3554
Minimum cost $1185
Maximum cost $10069
Avg Per Hour Rates $356

Average range $2369 to $6515 is based on 521 cost profiles.

Why these companies made our list

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