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  4. 23 Best Financial Consultants in Alberta

23 Best Financial Consultants in Alberta

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1

Finovo | Financial Planning

"Finovo | Financial Planning" appears in the top ten due to the company's client-focused strategy, truly unbiased advice, and recurrent deliveries of top-notch and customizable financial plans. The firm's clients express their contentment with the professionalism and expertise of its lead adviser, Russ, and recommend Finovo's services with consistent emphas more...

"Finovo | Financial Planning" appears in the top ten due to the company's client-focused strategy, truly unbiased advice, and recurrent deliveries of top-notch and customizable financial plans. The firm's clients express their contentment with the professionalism and expertise of its lead adviser, Russ, and recommend Finovo's services with consistent emphasis on simplification of complex financial tasks through unbiased guidance. Their evaluations highlight how Finovo's fee-only, advice-only financial planning services have simplified their financial decision-making. The firm promotes a collaborative and educational approach as part of their wholesome approach to financial planning and well-being. The growing number of people requesting customized advice has contributed to Finovo's establishment as a vital partner in any financial project's success.

Pros & Cons
recommend (10)
highly recommend ... (3)
helped me (2)
great job (2)
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+15873333280
Open 8:00 AM-5:00 PM
1800-330 5 Ave SW
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2

Forerunner Financial Coaching

Forerunner Financial Coaching achieves a top ten ranking due to Chris’s excellence in client-centric coaching, comprehensive financial understanding, and supportive partnerships. Clients mention Chris for his compassion, methods, and tailored advice. His judgment-free guidance has given families greater control over their finances and the confidence to plan for their future. Tes more...

Forerunner Financial Coaching achieves a top ten ranking due to Chris’s excellence in client-centric coaching, comprehensive financial understanding, and supportive partnerships. Clients mention Chris for his compassion, methods, and tailored advice. His judgment-free guidance has given families greater control over their finances and the confidence to plan for their future. Testimonials show that Chris’s approach to complex issues, like retirement planning and financing for a young family, motivates customers to achieve their financial objectives. His clear communication and focus on the client's needs strengthen client relationships and instill trust. Overall, Forerunner Financial Coaching’s clients’ feedback shows it provides professional coaching to its clients and gives it a top ten rating.

Pros & Cons
recommend (4)
highly recommend ... (4)
great experience ... (2)
addressed any qu ... (1)
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17802177014
Open 8:00 AM-5:00 PM
4810 50th Ave Suite 122, Leduc, AB T9E 6X9, Canada
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3

Moraine Wealth Advisory

Moraine Wealth Advisory stands as a top player due to its client-centered service guided by Sean Wilson and Amanda, who excel in wealth management and retirement strategies. Clients endorse their dedicated, personal, and informed service. The firm ensures seamless communication, quick response, and integrity, which helps build client trust. Their custom planning across all life more...

Moraine Wealth Advisory stands as a top player due to its client-centered service guided by Sean Wilson and Amanda, who excel in wealth management and retirement strategies. Clients endorse their dedicated, personal, and informed service. The firm ensures seamless communication, quick response, and integrity, which helps build client trust. Their custom planning across all life cycles provides reassurance to many clients. Their organized framework and unbiased proposals help many clients accomplish their goals without worrying. Positive feedback emphasizes trust and wealth creation, which helps gain popularity. As a result, Moraine Wealth Advisory is highly valued in the competitive investment advisory field.

Pros & Cons
recommend (6)
highly recommend ... (5)
comprehensive (3)
very happy (3)
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+14035716020
Open 8:30 AM-4:00 PM
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
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4

McGuire Financial Group

The McGuire Financial Group is a top-ten financial firm due to its exceptional service, support, and education. Reviews highlight the firm’s professionalism, tailored programs, and its ability to help clients understand complex topics. Glen McGuire and his team consistently put their clients’ interests first. Positive reviews indicate trust, satisfaction, and long-term relations more...

The McGuire Financial Group is a top-ten financial firm due to its exceptional service, support, and education. Reviews highlight the firm’s professionalism, tailored programs, and its ability to help clients understand complex topics. Glen McGuire and his team consistently put their clients’ interests first. Positive reviews indicate trust, satisfaction, and long-term relationships with the firm.

Pros & Cons
recommend (6)
highly recommend ... (4)
great job (3)
very informative ... (1)
over priced (1)
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+17804621289
Open 9:00 AM - 5:00 PM
6030 88 St NW #210, Edmonton, AB T6E 6G4, Canada
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5

Ideal Life Experience Ltd.

Ideal Life Experience Ltd. is in the top ten because of its exemplary, client-centric financial advice, and long-lasting fiduciary commitment. Clients like Dean, and Ellen communicate customized, in-depth money strategies and ongoing partnerships to meet the customers' financial goals. Reviews show satisfaction and paid shields from negative experiences. more...

Ideal Life Experience Ltd. is in the top ten because of its exemplary, client-centric financial advice, and long-lasting fiduciary commitment. Clients like Dean, and Ellen communicate customized, in-depth money strategies and ongoing partnerships to meet the customers' financial goals. Reviews show satisfaction and paid shields from negative experiences.

Pros & Cons
recommend (7)
highly recommend ... (3)
very helpful (2)
recommended (2)
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+14035437226
Open 8:00 AM - 4:30 PM
2505 17 Ave SW #205, Calgary, AB T3E 7V3, Canada
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6

MRG Wealth Management

MRG Wealth Management has been voted top 10 for their financial advisors. Wealth manager Ryan Gubic has a proven track record of serving clients like the personalized, detailed recommendations that Ryan Gubic gives clients. Ryan Gubic's teams create customized plans to suit clients' needs. Gubic's integrity, transparency, and communication create financial success for all client more...

MRG Wealth Management has been voted top 10 for their financial advisors. Wealth manager Ryan Gubic has a proven track record of serving clients like the personalized, detailed recommendations that Ryan Gubic gives clients. Ryan Gubic's teams create customized plans to suit clients' needs. Gubic's integrity, transparency, and communication create financial success for all client types. Rating clients often says Ryan Gubic and MRG Wealth Management have helped them feel secure and increasing clients' financial stability. Their comprehensive financial management, knowledge base, and returns ticker mean MRG Wealth Management is a trusted advisor to help clients in every stage of investing.

Pros & Cons
recommend (7)
highly recommend ... (3)
helped me (3)
went the extra m ... (2)
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+14039994500
Open 8:00 AM - 5:00 PM
421 7 Ave SW Suite 3000, Calgary, AB T2P 4K9, Canada
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7

Griffith & Associates Financial & Estate Planning Services Ltd.

Griffith & Associates Financial & Estate Planning Services Ltd. is among the top 10 because of their exceptional customer service and individualized financial guidance. Their experienced consultants, like Blake and Elisabet, offer approachable, professional, and focused advice. Their affiliation with Sun Life Financial Distributors Canada Inc. guarantees them access to advanced more...

Griffith & Associates Financial & Estate Planning Services Ltd. is among the top 10 because of their exceptional customer service and individualized financial guidance. Their experienced consultants, like Blake and Elisabet, offer approachable, professional, and focused advice. Their affiliation with Sun Life Financial Distributors Canada Inc. guarantees them access to advanced resources and solutions. Reviews frequently highlight the team's extensive comprehension that caters to both personal and professional matters, and their commitment to prioritizing clients' objectives. Griffith & Associates Financial & Estate Planning also highlights their capabilities in sustainable investment and estate planning, which shows their intimate involvement with complex financial services.

Pros & Cons
recommend (4)
very impressed (2)
strongly recomme ... (1)
extremely knowle ... (1)
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+14032707767
Open 8:30 AM - 4:30 PM
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada
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8

Up Financial Inc.

Up Financial Inc. corporate mission and commitments rank at top ten as it embodies the objective, transparent, and client-centered ethos that distinguishes it from the competition. Positive customer reviews applaud its dedication to client success. The firm offers quick, bespoke, and sincere advice through a fiduciary standard. more...

Up Financial Inc. corporate mission and commitments rank at top ten as it embodies the objective, transparent, and client-centered ethos that distinguishes it from the competition. Positive customer reviews applaud its dedication to client success. The firm offers quick, bespoke, and sincere advice through a fiduciary standard.

Pros & Cons
recommend (4)
highly recommend ... (1)
can't say enough ... (1)
great experience ... (1)
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+15873164070
Open 8:00 AM - 6:00 PM
700 2 St SW 19th Floor, Calgary, AB T2P 0E4, Canada
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9

Future Values Estate & Financial Planning

Future Values Estate & Financial Planning ranks as a top ten firm due to its personalized approach to financial planning, its strong professional expertise, and its client-centered mission. Sterling and his team always prioritize client values and explain options completely. This helps clients to better understand their financial positions and create a strong family legacy, prov more...

Future Values Estate & Financial Planning ranks as a top ten firm due to its personalized approach to financial planning, its strong professional expertise, and its client-centered mission. Sterling and his team always prioritize client values and explain options completely. This helps clients to better understand their financial positions and create a strong family legacy, providing them with a customized plan to enhance investments aligned with their goals.

Pros & Cons
detail oriented (1)
excellent servic ... (1)
highly knowledge ... (1)
in good hands (1)
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+14032292123
Open 8:30 AM - 4:30 PM
Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada
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10

Neall Alden, Sun Life Financial advisor

Neall Alden ranks in the top ten list by Sun Life due to his empathetic nature and commitment to individualized financial security. Client reviews praise it as it alleviates anxiety, uses a lot of experience to customize its offers, and supports clients for long-term happiness. more...

Neall Alden ranks in the top ten list by Sun Life due to his empathetic nature and commitment to individualized financial security. Client reviews praise it as it alleviates anxiety, uses a lot of experience to customize its offers, and supports clients for long-term happiness.

Pros & Cons
recommend (6)
highly recommend ... (4)
incredibly profe ... (1)
great experience ... (1)
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+17806607325
Closed Now
10074 164 St NW, Edmonton, AB T5P 4Y3, Canada
11

Red Seal Financial Ltd

Red Seal Financial Ltd. is admired for its personable, adaptable service, and thorough competency in bookkeeping, payroll, and strategic advice. Clients praise Red Seal for clarifying finances, assisting with tasks they are not able to perform in-house, and making recommendations that lead to business growth. Clients appreciate the depth of understanding and how that informs Red more...

Red Seal Financial Ltd. is admired for its personable, adaptable service, and thorough competency in bookkeeping, payroll, and strategic advice. Clients praise Red Seal for clarifying finances, assisting with tasks they are not able to perform in-house, and making recommendations that lead to business growth. Clients appreciate the depth of understanding and how that informs Red Seal's ability to craft individualized solutions.

Pros & Cons
recommend (4)
great service (3)
recommended (2)
very happy (1)
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+17809065487
Open 9:00 AM - 5:00 PM
10050 112 St NW #201, Edmonton, AB T5K 2J1, Canada
12

Camber Capital Private Wealth

Camber Capital Private Wealth ranks top ten due to its client-first approach. The transparent, holistic financial planning prioritizes emotions and data-backed advice. Each personalized client investment action and proprietary financial dashboard are key ingredients for straightforward, simple to understand the decision-making process and creating confidence in the future. more...

Camber Capital Private Wealth ranks top ten due to its client-first approach. The transparent, holistic financial planning prioritizes emotions and data-backed advice. Each personalized client investment action and proprietary financial dashboard are key ingredients for straightforward, simple to understand the decision-making process and creating confidence in the future.

Pros & Cons
helped me (2)
very comfortable ... (1)
highly recommend ... (1)
recommended (1)
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+15873926017
Open 9:00 AM - 4:00 PM
333 7 Ave SW Suite #1900, Calgary, AB T2P 2Z1, Canada
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13

Ian McCulloch CFP, Sun Life Certified Financial Planner

Ian McCulloch, a Sun Life CFP, is a top ten candidate for his dedication to individualized service, affluent communication, and creating trusting relationships. His clear investment advice, educational approach, and persistent assistance during pivotal financial transitions, such as retirement and corporate structuring, facilitate client confidence and ease. Furthermore, McCullo more...

Ian McCulloch, a Sun Life CFP, is a top ten candidate for his dedication to individualized service, affluent communication, and creating trusting relationships. His clear investment advice, educational approach, and persistent assistance during pivotal financial transitions, such as retirement and corporate structuring, facilitate client confidence and ease. Furthermore, McCulloch’s patient demeanor and supportive team create a serious financial well-being advocacy environment.

Pros & Cons
recommend (7)
highly recommend ... (3)
very knowledgeab ... (3)
very helpful (1)
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+14037752230
Open 8:30 AM - 4:30 PM
441 5 Ave SW Suite 570, Calgary, AB T2P 2V1, Canada
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14

IG Wealth Management - AFSHAN BUTT, BSc

Afshan Butt, with IG Wealth Management, composes 10 of the top ten lists, which include a professional introduction. Guiding clients through the complex financial landscape, she is approachable and caring about what others think of her. She uses her own interviews to provide complicated information to clients directly and has time with her own hobbies at that stage. Clients love more...

Afshan Butt, with IG Wealth Management, composes 10 of the top ten lists, which include a professional introduction. Guiding clients through the complex financial landscape, she is approachable and caring about what others think of her. She uses her own interviews to provide complicated information to clients directly and has time with her own hobbies at that stage. Clients love her knowledge, empathy, and customized approach. When clients meet her and her staff help them, they know that they have met a friendly team of people ready to help them.

Pros & Cons
recommend (5)
highly recommend ... (2)
genuinely cares (1)
extremely knowle ... (1)
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+17804481988
Closed Now
2400, Scotia 1, 10060 Jasper Ave, Edmonton, AB T5J 3R8, Canada
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15

Dean Chahley - TD Financial Planner

Dean Chahley, a TD Financial Planner, earns a top ten financial planners picky because he has over two decades of experience in financial services. He is a certified financial planner that creates personalized solutions and adds value through clear communication, a customer-focused design, and building mutual trust. more...

Dean Chahley, a TD Financial Planner, earns a top ten financial planners picky because he has over two decades of experience in financial services. He is a certified financial planner that creates personalized solutions and adds value through clear communication, a customer-focused design, and building mutual trust.

Pros & Cons
recommend (6)
highly recommend ... (4)
strongly recomme ... (1)
very informative ... (1)
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+17806691237
Closed Now
9604 142 St NW, Edmonton, AB T5N 4B2, Canada
16

IG Wealth Management

IG Wealth Management appears in a top ten rank for comprehensive wealth management. IG is a client-focused organization providing personalized, detail-oriented financial plans. Most client reviews are supportive and highlight national expertise, innovation, and communication from advisory teams. However, tough interactions from clients using RDSP reveal some customer service pro more...

IG Wealth Management appears in a top ten rank for comprehensive wealth management. IG is a client-focused organization providing personalized, detail-oriented financial plans. Most client reviews are supportive and highlight national expertise, innovation, and communication from advisory teams. However, tough interactions from clients using RDSP reveal some customer service problems.

Pros & Cons
comprehensive (2)
great service (1)
great experience ... (1)
recommend (1)
dissatisfied (1)
poor communicati ... (1)
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+14032534840
Open 8:30 AM - 3:00 PM
Centre 100, 37 Richard Way SW, Calgary, AB T3E 7M8, Canada
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17

Beyond Business Financial Solutions

Beyond Business Financial Solutions has earned a place in the top 10 by exceptional service and very knowledgeable. Ryan Axling's consistent approach toward investment review meetings, quick service through the pandemic, and custom-designed retirement plans show how dedicated he is to his investors. AA's dedication to individuals and his approaches made it possible for stakehold more...

Beyond Business Financial Solutions has earned a place in the top 10 by exceptional service and very knowledgeable. Ryan Axling's consistent approach toward investment review meetings, quick service through the pandemic, and custom-designed retirement plans show how dedicated he is to his investors. AA's dedication to individuals and his approaches made it possible for stakeholders in the "Beyond Business Financial Solutions" marketplace to do well and gain from it. His experiences in the sector, the workplaces in which he is positioned, and his knowledge of when and how to adjust people's portfolios so they are in the right places demonstrate his effectiveness.

Pros & Cons
recommend (6)
highly recommend ... (4)
easy to work wit ... (1)
reasonably price ... (1)
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+17804365280
Open 8:30 AM - 4:30 PM
8925 51 Ave NW #318, Edmonton, AB T6E 5J3, Canada
18

Stephie Liao - TD Financial Planner

Stephie is a member of the top ten list due to her insightful and tailored approach to financial planning. Her advice is always expansive, and she demonstrates a wealth of professional knowledge. Additionally, she is always interested in her clients’ interests. Clients praise her customized service, professional demeanor, and kindness, which always lead to good results. more...

Stephie is a member of the top ten list due to her insightful and tailored approach to financial planning. Her advice is always expansive, and she demonstrates a wealth of professional knowledge. Additionally, she is always interested in her clients’ interests. Clients praise her customized service, professional demeanor, and kindness, which always lead to good results.

Pros & Cons
highly recommend ... (1)
recommended (1)
helped me (1)
professional and ... (1)
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+17806701293
Closed Now
2325 111 St NW, Edmonton, AB T6J 5E5, Canada
19

Ben Banks, Sun Life Financial advisor

Ben Banks is among the top 10 because of his 25 years of financial advisory experience, honesty, dependability, and patient, individualized guidance. He provides straightforward, and custom solutions that meet your family's risk and investment needs. Clients feel cared for, informed, and secure that they have a trusted advisor in him. more...

Ben Banks is among the top 10 because of his 25 years of financial advisory experience, honesty, dependability, and patient, individualized guidance. He provides straightforward, and custom solutions that meet your family's risk and investment needs. Clients feel cared for, informed, and secure that they have a trusted advisor in him.

Pros & Cons
recommend (1)
highly recommend ... (1)
very kind (1)
extremely knowle ... (1)
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+14037752290
Open 9:00 AM - 3:00 PM
441 5 Ave SW Suite 550, Calgary, AB T2P 2V1, Canada
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20

Christopher Gramzow, Sun Life Financial advisor

Christopher Gramzow is a Top 10 Calgary financial advisor on behalf of his client-centered approach. His skillful navigation of complex concepts and personalized support lead to his clients' success. With his extensive knowledge, he empowers clients like you by providing tailored guidance that enables you to understand all your options and make well-informed decisions. more...

Christopher Gramzow is a Top 10 Calgary financial advisor on behalf of his client-centered approach. His skillful navigation of complex concepts and personalized support lead to his clients' success. With his extensive knowledge, he empowers clients like you by providing tailored guidance that enables you to understand all your options and make well-informed decisions.

Pros & Cons
very helpful (1)
helpful and prof ... (1)
very professiona ... (1)
professional and ... (1)
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+15879991991
Open 9:00 AM - 9:00 PM
600 Crowfoot Crescent NW #300, Calgary, AB T3G 0B4, Canada
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21

Edward Jones - Financial Advisor: Shawn G Gardner

Shawn G. Gardner of Edward Jones is listed in the top 10 because of his unwavering commitment to client satisfaction and personalized financial advice. He has proven to handle financial details with precision, provide thorough insights, and make investment product suggestions that are precisely tailored to your risk tolerance and goals. more...

Shawn G. Gardner of Edward Jones is listed in the top 10 because of his unwavering commitment to client satisfaction and personalized financial advice. He has proven to handle financial details with precision, provide thorough insights, and make investment product suggestions that are precisely tailored to your risk tolerance and goals.

Pros & Cons
recommend (3)
highly recommend ... (2)
great results (1)
recommended (1)
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+17804633443
Open 9:00 AM - 5:30 PM
4018 50 St NW, Edmonton, AB T6L 5N3, Canada
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22

Edward Jones - Financial Advisor: Jeremiah Silbernagel

Edward Jones - Financial Advisor: Jeremiah Silbernagel, made it into the top 10 list for the client-centric approach, which simplifies complicated financial topics using visuals. Jeremiah constructs personalized strategies to help his clients fulfill their objectives. This shows clients’ interest and continuous guidance for success. more...

Edward Jones - Financial Advisor: Jeremiah Silbernagel, made it into the top 10 list for the client-centric approach, which simplifies complicated financial topics using visuals. Jeremiah constructs personalized strategies to help his clients fulfill their objectives. This shows clients’ interest and continuous guidance for success.

Pros & Cons
recommend (2)
very helpful (2)
very efficient (1)
helped me (1)
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+17804386888
Closed Now
3B Fairway Dr NW, Edmonton, AB T6J 2S6, Canada
23

Charter Wealth Management Inc

Charter Wealth Management Inc. is among the top ten financial planning firms, thanks to Gord Malic's dedication and professionalism, tailored services, and consistent communication. The company prides itself on making clients feel in charge, giving clear explanations, and being the best at what it does, which gives clients a lot of peace of mind. more...

Charter Wealth Management Inc. is among the top ten financial planning firms, thanks to Gord Malic's dedication and professionalism, tailored services, and consistent communication. The company prides itself on making clients feel in charge, giving clear explanations, and being the best at what it does, which gives clients a lot of peace of mind.

Pros & Cons
recommend (2)
very responsive (1)
highly recommend ... (1)
in good hands (1)
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+17809451010
Open 7:30 AM - 5:00 PM
3481 Allan Dr SW, Edmonton, AB T6W 3G9, Canada

Location on map

Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for Alberta is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

The Process

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

1

Business Verification

Verified financial consultant listings in Alberta are based on robust online activity and Google reviews, ensuring credibility.

2

Business Details

Comprehensive financial consultant profiles offer vital details for informed decisions in Alberta .

3

Reviews And Ratings

Real-time customer ratings guide our financial consultant rankings in Alberta, reflecting genuine reputation.

4

SEO And Keywords

Our SEO strategy elevates the visibility of top financial consultant providers in Alberta .

5

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Subscribed financial consultant services in Alberta gain prominence with extra listing features.