20 Best Wealth Management Companies in Alberta

Qopia Financial is among the top ten because of its holistic approach to financial services, close client relationships, and specialized knowledge. The firm, founded in 2016 in Calgary, boasts a collective 75 years of experience. Qopia Financial specializes in Wealth Management, Complex Financial Planning, and Estate Planning. Clients praise the agency for its professional yet p more...

Qopia Financial is among the top ten because of its holistic approach to financial services, close client relationships, and specialized knowledge. The firm, founded in 2016 in Calgary, boasts a collective 75 years of experience. Qopia Financial specializes in Wealth Management, Complex Financial Planning, and Estate Planning. Clients praise the agency for its professional yet personal atmosphere, with rave reviews for Arif and Ben and their dedicated staff as emotional but critical professionals. According to customer reviews, the agency’s advisors simplify intricate financial matters and prioritize clients’ needs. Qopia Financial's commitment to end users and financial planning result in longsighted solutions that guarantee a lifetime of gratification and engage with the most profound recommendations.

Langford Financial Inc. is one of the top ten winners for outstanding client review. The main office is run by Willis and Nancy Langford, who provide detached, fee-only retirement income planning, tax planning, and investment services to clients aged 55 and over. Many reviews emphasize the Langfords’ expertise, detailed retirement strategies, and high level of care. The Langford more...

Langford Financial Inc. is one of the top ten winners for outstanding client review. The main office is run by Willis and Nancy Langford, who provide detached, fee-only retirement income planning, tax planning, and investment services to clients aged 55 and over. Many reviews emphasize the Langfords’ expertise, detailed retirement strategies, and high level of care. The Langfords have built a loyal customer base because they offer personalized investment advice and tactics that save retirees a lot of money. Clients rave about the firm's responsiveness and how it adjusts to each client’s changing needs.

Blackburn Davis Financial Inc. is among the top ten because of their dedication to Financial Planning, their custom-made Wealth Management and Retirement Planning solutions, and their commitment to establishing lasting relationships with clients. Blackburn Davis Financial Inc.'s clients feel supported and empowered to navigate financial challenges successfully because of its car more...

Blackburn Davis Financial Inc. is among the top ten because of their dedication to Financial Planning, their custom-made Wealth Management and Retirement Planning solutions, and their commitment to establishing lasting relationships with clients. Blackburn Davis Financial Inc.'s clients feel supported and empowered to navigate financial challenges successfully because of its caring and trust-based approach. **Almost 30 years of experience** with various clients, and an ability to accommodate any requirement, Whitney Ellis' reviews are overwhelmingly favorable about Kelly Doerksen or Stephen McDonald, Kelly Doerksen's detailed, open communications, and responses to their questions. Blackburn Davis Financial Inc.'s focus on accommodating plans and the complexity of wealth honestly, transparently, and expertly has earned it a name.

Cresco Wealth Management is among the top 10 firms in Canada for its high-quality service, relationship-building, and favorable outcomes. Clients appreciate how the team understands their financial ambitions and tailors wealth management strategies. Trust and expertise, especially for Sheena and Jennifer, stand out in reviews. Regular updates with nuanced financial planning expl more...

Cresco Wealth Management is among the top 10 firms in Canada for its high-quality service, relationship-building, and favorable outcomes. Clients appreciate how the team understands their financial ambitions and tailors wealth management strategies. Trust and expertise, especially for Sheena and Jennifer, stand out in reviews. Regular updates with nuanced financial planning explain complex information clearly and offer reassurance in difficult times. That way, their clients can make financial decisions that match their future. Transparency, responsiveness, and a guest-focused approach represent Cresco's practices. These strategies offer value and make clients advocates.

World Financial Group, Inc. is a Top 10 Financial Company and the Largest Financial Company in North America. Among its many accolades, World Financial Group, Inc. stands out because of its status and because it promotes financial education and offers a client-first approach. World Financial Group, Inc. partners with licensed agents across North America to provide financial serv more...

World Financial Group, Inc. is a Top 10 Financial Company and the Largest Financial Company in North America. Among its many accolades, World Financial Group, Inc. stands out because of its status and because it promotes financial education and offers a client-first approach. World Financial Group, Inc. partners with licensed agents across North America to provide financial services with a family culture. World Financial Group, Inc. allows clients to manage their money and the future of their families, making them better off. The company provides a systemic support and mentorship program that has changed various clients' lives for the better. Clients say that the client-first strategy, personalized help, and dedication to creating family legacies are the company's best qualities. Although some clients claim the company is a pyramid scheme, others call it a pyramid scheme. The statement also refers to frequent third-party partners and financial institutions the company represents, which adds to the brand's value and lowers the risk. World Financial Group's places a strong emphasis on education, which makes them invaluable in markets that are very competitive and rapidly changing.

Rothenberg Wealth Management is among the top 10 wealth management firms due to its client-focused and individualized approach to wealth management. Customers have described continuous professional involvement, tailored advice, and endless support from its advisors. For example, Phil Blake and Tina Patel have earned significant praise for their financial planning services over a more...

Rothenberg Wealth Management is among the top 10 wealth management firms due to its client-focused and individualized approach to wealth management. Customers have described continuous professional involvement, tailored advice, and endless support from its advisors. For example, Phil Blake and Tina Patel have earned significant praise for their financial planning services over an extensive time. Rothenberg is a fully independent wealth management firm, not influenced by internal products, and compensates professional advisors based solely on their salaries. The firm’s detailed Rothenberg process, comprehensive services from investment and risk management to tax and estate planning, and customized plans demonstrate its commitment to serving its clients’ top interests. Rothenberg's client-centric process and the quality of its services and client-professional relationships place it among the top 10 wealth management firms.

CH Financial Ltd. made it to the top ten thanks to its extensive array of financial services, such as tax planning and wealth management. The firm’s focus on tailored, client-centered advice and consolidation of complex financial elements has garnered praise. Client testimonials highlight CH Financial’s professionalism, warmth, and knowledgeable team, which distinguishes them fr more...

CH Financial Ltd. made it to the top ten thanks to its extensive array of financial services, such as tax planning and wealth management. The firm’s focus on tailored, client-centered advice and consolidation of complex financial elements has garnered praise. Client testimonials highlight CH Financial’s professionalism, warmth, and knowledgeable team, which distinguishes them from competitors in the financial services sector. The firm’s responsiveness and commitment to client satisfaction further support their high rating. Positive feedback from clients indicates the firm’s success in creating long-term relationships and delivering on promises of financial security.

Entrepreneurs Wealth Solutions earns a spot in the top ten list for consistently providing personalized, expert financial advice and exceptional client relationships. Kritika, Charly, and their team guide clients to successfully navigate the financial world, achieving strong returns and proper wealth management strategy. Clients praise the team’s professionalism, empathy, and kn more...

Entrepreneurs Wealth Solutions earns a spot in the top ten list for consistently providing personalized, expert financial advice and exceptional client relationships. Kritika, Charly, and their team guide clients to successfully navigate the financial world, achieving strong returns and proper wealth management strategy. Clients praise the team’s professionalism, empathy, and knowledge, commending their ability to form strong client relationships and build confidence in financial decisions. The firm’s dedication to customization, responsiveness, and comprehensive planning consistently guarantees customer satisfaction, especially in uncertain times. Thus, their top ten placement attests to their financial advice value and customer satisfaction.

Evergreen Wealth Advisory is one of the top 10 financial advisory firms having best-customized plans, experienced advisors, and solid client support. Their strategy incorporates a thorough evaluation of the client's situation and preferences. The company's customer-friendly processes and solicitous financial advisers like Matt Hammond and Crystal Kelly emphasize what distinguish more...

Evergreen Wealth Advisory is one of the top 10 financial advisory firms having best-customized plans, experienced advisors, and solid client support. Their strategy incorporates a thorough evaluation of the client's situation and preferences. The company's customer-friendly processes and solicitous financial advisers like Matt Hammond and Crystal Kelly emphasize what distinguishes it. Clients rely on their clarity and informed views on investment choices. Clients praise them for their professionalism, plus their readiness to reply to any concerns they may have. Most importantly, they emphasize high rates owing to their advice, simple budgeting, and outstanding communication. This makes them one of the top 10 financial advisory firms.

IG Wealth Management is in the top ten due to its commitment to comprehensive financial planning. The company stands out for its unlimited income potential and support for career development. It offers personalized services in areas like tax strategies, estate planning, and mortgages beyond just investment. The majority of reviews highlight the company's professionalism and dedi more...

IG Wealth Management is in the top ten due to its commitment to comprehensive financial planning. The company stands out for its unlimited income potential and support for career development. It offers personalized services in areas like tax strategies, estate planning, and mortgages beyond just investment. The majority of reviews highlight the company's professionalism and dedication to growth. However, some clients have experienced high fees with Conflicts of Interest. The company offers the necessary tools and support. It has a favorable online reputation and a great workplace environment, making it easy to attract new investors.

Harbourfront Wealth Management is among the top 10 wealth management companies due to its independent, tailored service that resists mainstream banking conventions. Since its inception in 2013, Harbourfront has focused on true wealth management, offering seamless, unified income, trust, and tax planning without proprietary conflicts of interest. Reviews confirm this commitment. more...

Harbourfront Wealth Management is among the top 10 wealth management companies due to its independent, tailored service that resists mainstream banking conventions. Since its inception in 2013, Harbourfront has focused on true wealth management, offering seamless, unified income, trust, and tax planning without proprietary conflicts of interest. Reviews confirm this commitment. Frederick Montilla and his team consistently deliver exceptional, personalized service, demystifying complex financial concepts and guiding them toward identifying their financial goals. Clients are delighted with the company's outcomes and the Harbourfront team’s sincerity, professionalism, and dedication create a reliable and welcoming environment. Consequently, they believe that switching to this independent, client-focused firm was a transformational choice.

The MLD Wealth Management Group is one of the top ten firms because it combines a transparent and dependable planning approach with its expert wealth management. Clients appreciate the firm for its comprehensive financial strategies and personalized service, which ensures their trust. Chad Larson and his team have positive reviews for their portfolio performance, effective commu more...

The MLD Wealth Management Group is one of the top ten firms because it combines a transparent and dependable planning approach with its expert wealth management. Clients appreciate the firm for its comprehensive financial strategies and personalized service, which ensures their trust. Chad Larson and his team have positive reviews for their portfolio performance, effective communication, and added comfort to clients. The full-service wealth management firm creates customized plans that put clients first, leading to tax savings and informed decisions when investing amid market fluctuations. The firm’s commitment to financial wellness is why it is named one of the top ten firms.

High-Level Wealth Management is one of the top ten financial advisory services due to its excellent, accessible, and customized financial planning and management services. This Alberta-based company is directed by Kent, who uses a passive, evidence-based investment approach and serves clients through thorough financial assessments. Kent's clients admire his ability to decipher c more...

High-Level Wealth Management is one of the top ten financial advisory services due to its excellent, accessible, and customized financial planning and management services. This Alberta-based company is directed by Kent, who uses a passive, evidence-based investment approach and serves clients through thorough financial assessments. Kent's clients admire his ability to decipher complex financial concepts and create custom financial plans to fit their personal goals and needs. Clients frequently critique Kent for his responsiveness, honesty, and professionalism. High-Level Wealth’s commitment to quality client care and confidence-building has earned it a long-standing reputation.

Abacus Wealth Management Inc. is one of the top 10 best financial advisors in the region. The majority of their clients report that they received good service and advice from their financial advisors, who personalized their recommendations, provided clear explanations of options, and performed regular portfolio check-ins. Abacus Wealth Management Inc. was recognized for having a more...

Abacus Wealth Management Inc. is one of the top 10 best financial advisors in the region. The majority of their clients report that they received good service and advice from their financial advisors, who personalized their recommendations, provided clear explanations of options, and performed regular portfolio check-ins. Abacus Wealth Management Inc. was recognized for having a great team, including Taylor Zimmerman, who delivered positive financial outcomes and education to their clients, and explaining how their money was invested and how it would be cultivated. There are a few client reviews that are negative, but they are eclipsed by the overwhelming majority of positive reviews. Highly skilled advisors who deliver personalized guidance that meets clients' needs and aspirations are a key ingredient to this company's high level of client satisfaction.

Aligned Capital Partners Inc. is a top ten company due to its experienced investment advisors like Grace Jahns, who is an Operations Manager. With a background in the Canadian Securities Course and handling investments in her Estate Planning firm, she is dedicated to serving clients. Clients value the firm's interpersonal and caring approach rather than a transactional one. The more...

Aligned Capital Partners Inc. is a top ten company due to its experienced investment advisors like Grace Jahns, who is an Operations Manager. With a background in the Canadian Securities Course and handling investments in her Estate Planning firm, she is dedicated to serving clients. Clients value the firm's interpersonal and caring approach rather than a transactional one. The firm has excellent reviews for Shafik Hirani, who has outstanding financial planning skills, professionalism, and comprehensive support. Client feedback highlights his unceasing guidance and attention, helping them receive their necessary assets and peace of mind.

Muhs Wealth Partners is among the top ten due to the wealth of investment and financial advisory services offered by IAs like Markus Muhs, who is committed to customized strategies and client education. His clients benefit from his straightforward, evidence-based approach to financial planning. Through testimonials, clients rave about how he has personalized clients' financial s more...

Muhs Wealth Partners is among the top ten due to the wealth of investment and financial advisory services offered by IAs like Markus Muhs, who is committed to customized strategies and client education. His clients benefit from his straightforward, evidence-based approach to financial planning. Through testimonials, clients rave about how he has personalized clients' financial strategies, thereby enhancing their asset management and satisfaction. Muhs Wealth Partners helps clients transition to retirement and feel empowered, protected from management fees and poor advice. The honesty and independence provided by Muhs Wealth Partners are unmatched.

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than jus more...

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Are you not getting the financial guidance that you require? You definitely deserve s'more. IG Wealth Management offers more than just investments. IG Wealth Management can help with taxes strategies, mortgages, and estate planning. You can grow your career while being in complete control. Entrepreneurs have access to expert support and your expertise is valued. You can also dedicate time to client work, which allows you to succeed. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. IG Wealth Management will provide support and assistance for your community participation.

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealt more...

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealth Management is a popular choice for Canadians. Our goal is to provide you with comprehensive wealth planning advice that will help you reach your goals and leave a legacy. To solve the problem of building wealth and protecting it, our comprehensive approach considers all aspects of your financial picture. You can be confident knowing your financial affairs are in the hands of an Assante advisor, whether you are a business owner or saving for retirement.

Scotia Wealth Management offers a team-based, innovative approach to wealth management. It addresses all aspects of your life, including your family, business, and future. Our Scotia Wealth Management experts work with you to assess what you have accumulated and how to manage it as life changes occur. Enriched Thinking is your combined thinking and ours. Scotia Wealth Managemen more...

Scotia Wealth Management offers a team-based, innovative approach to wealth management. It addresses all aspects of your life, including your family, business, and future. Our Scotia Wealth Management experts work with you to assess what you have accumulated and how to manage it as life changes occur. Enriched Thinking is your combined thinking and ours. Scotia Wealth Management specialists bring their expertise and skills to help you evaluate what you have accumulated and how to best manage it during life's transitions. Total Wealth Planning goes beyond a financial plan. It is a way to make changes in your life, and help you reach your goals. A conversation about your future will be part of the planning process. It is an ongoing dialogue that can help you feel excited about what lies ahead.

Leading provider of wealth advisory services for wealthy families. This includes Canadian business families and corporate executives. Private wealth advisory services include a team of investment specialists, portfolio managers, and financial planners to help you and your family create an effective wealth strategy. We are always seeking enthusiastic, creative, and action-orien more...

Leading provider of wealth advisory services for wealthy families. This includes Canadian business families and corporate executives. Private wealth advisory services include a team of investment specialists, portfolio managers, and financial planners to help you and your family create an effective wealth strategy. We are always seeking enthusiastic, creative, and action-oriented individuals who desire to make a positive difference in the lives of our clients and at CWB Wealth. Although you may be a successful professional, we believe that there is still room for improvement. Financial landscapes are constantly changing. To enrich Canadians' lives, our wealth specialists share their expertise. Get relevant updates and invitations to special events directly in your email by signing up for our insights Stay tuned as we plan our next event. Subscribe to our events so you don't miss a single one. If you have suggestions for topics, please let us know.