19 Best Wealth Management Companies in Saskatchewan

Wascana Financial Group has secured a spot in the top ten through its bespoke Wealth Optimization financial planning. The consulting team, led by Shane Clauson, is well-versed and responsive to clients' inquiries and concerns, which aids clients in navigating complex topics in finance and investing. He lays a solid foundation for understanding before delving into a deeper conver more...

Wascana Financial Group has secured a spot in the top ten through its bespoke Wealth Optimization financial planning. The consulting team, led by Shane Clauson, is well-versed and responsive to clients' inquiries and concerns, which aids clients in navigating complex topics in finance and investing. He lays a solid foundation for understanding before delving into a deeper conversation in subsequent meetings. The company also provides a complete range of services, including insurance and investment planning. The team is reputed for delivering highly personalized services that put clients first, guiding them towards making informed financial decisions, and always being there to offer support. Clients praise Wascana Financial Group for its professionalism and customer focus, which confirms its market leadership in Regina.

Precedence Private Wealth is among the top 10 financial planning firms, thanks to its steadfast client commitment, superior expertise, and personalized service. Clients praise Todd, Deanna, and Stacey for their frequent check-ins and detailed advice. The only thing that can compete with high satisfaction is putting the client’s needs first and ensuring that the financial roadmap more...

Precedence Private Wealth is among the top 10 financial planning firms, thanks to its steadfast client commitment, superior expertise, and personalized service. Clients praise Todd, Deanna, and Stacey for their frequent check-ins and detailed advice. The only thing that can compete with high satisfaction is putting the client’s needs first and ensuring that the financial roadmaps for everybody are tailored to them. Above all, Precedence Private Wealth succeeds where others fail — in being independent, honest, and transparent. Their long-term investment strategy promises and delivers financial success.

ATA Financial Group ranks in the top ten due to its exceptional customer service, professionalism, and customized, holistic, collaborative financial planning approach. The company is dedicated to helping clients balance their lives, achieve their aspirations, and build their legacies. Client reviews praise ATA Financial and Amrit for their unmatched expertise, prompt communicati more...

ATA Financial Group ranks in the top ten due to its exceptional customer service, professionalism, and customized, holistic, collaborative financial planning approach. The company is dedicated to helping clients balance their lives, achieve their aspirations, and build their legacies. Client reviews praise ATA Financial and Amrit for their unmatched expertise, prompt communication, and willingness to go above and beyond. Clients feel comfortable, listened to, and in competent hands, which makes them willing to refer others. ATA Financial Group is the best choice for clients seeking a trusted financial partner and exceptional service.

Meckelborg Financial Group Ltd. has got a top ten ranking. Their customer service is second to none, and that goes to the top of their category. The kind of financial advice they're giving you is very personalized and very easy to understand. Their entire team, made up of Certified Financial Planners, has extensive experience, and they make it a point to give you custom investme more...

Meckelborg Financial Group Ltd. has got a top ten ranking. Their customer service is second to none, and that goes to the top of their category. The kind of financial advice they're giving you is very personalized and very easy to understand. Their entire team, made up of Certified Financial Planners, has extensive experience, and they make it a point to give you custom investment portfolios. They also facilitate a worry-free retirement program as needed. Meckelborg Financial Group Ltd. is also known for its intriguing investment options and transparent communication about financial matters. Even if there were a bad review, the vast majority of reviews are very good. That's the main reason for Meckelborg to be a perfect candidate for an outstanding financial company, making it with their superb customer service and group capability.

Achieve Wealth Management is one of Canada's top ten wealth management firms thanks to its focus on complex financing, tax minimization, and bespoke solutions. Sam Lichtman, the financial adviser, has a program known as the Personal Financial Action Plan. In it, he put together a financial plan that meets the needs of various clients. Almost all the reviews showed how he made th more...

Achieve Wealth Management is one of Canada's top ten wealth management firms thanks to its focus on complex financing, tax minimization, and bespoke solutions. Sam Lichtman, the financial adviser, has a program known as the Personal Financial Action Plan. In it, he put together a financial plan that meets the needs of various clients. Almost all the reviews showed how he made the most complex financial topics appear easily understandable. His clients gave him a five-star rating for his personalized service, deep knowledge, and ability to deal with difficult or complicated structures. The clients’ reviews listed above explained how he helped his clients minimize fees and grow their investments while taking a tailored approach over several sessions. His curiosity and attention to detail made for a successful financial relationship.

Fundamental Wealth Management is a Top 10 financial planning and investment advisory firm due to its client-centric approach, professional experience, and dedication to individualized service. Using the testimonials from long-standing clients, we see that Michael Isbister and his company provide expert financial management and guidance, even during challenging circumstances. Cli more...

Fundamental Wealth Management is a Top 10 financial planning and investment advisory firm due to its client-centric approach, professional experience, and dedication to individualized service. Using the testimonials from long-standing clients, we see that Michael Isbister and his company provide expert financial management and guidance, even during challenging circumstances. Clients appreciate the excellence, attentiveness, and teamwork of Richard Kilburn and Theresa Hrynkiw. They receive tailored financial strategies, expert retirement planning, and emotional support for their unique needs. With their wealth management professionals, clients can save more money, feel secure in their assets, and gain peace of mind for their financial future.

Worby Wealth Management is in the top ten list because of Chris Worby's personalized and client-centric approach to wealth management. The positive reviews consistently emphasize Chris's in-depth understanding of financial matters and his commitment to client success. His long-term investment strategy, extensive knowledge, and compassion make clients very comfortable and safe. C more...

Worby Wealth Management is in the top ten list because of Chris Worby's personalized and client-centric approach to wealth management. The positive reviews consistently emphasize Chris's in-depth understanding of financial matters and his commitment to client success. His long-term investment strategy, extensive knowledge, and compassion make clients very comfortable and safe. Chris explains all complicated financial matters simply and clearly. He always provides timely and personalized advice that can help clients make informed decisions and build healthy finances over time. This level of dedication and professionalism enables Worby Wealth Management to stand out.

Mallard Wealth Advisors. Their personalized and inclusive approach to wealth management has been a mainstay for this independent, Saskatchewan-based firm, operating since 2000. Their team is made up of knowledgeable experts, and Tanis has left a lasting impression. Tanis goes far beyond the industry standard with 24 years of devotion and pioneering guidance, making her clients f more...

Mallard Wealth Advisors. Their personalized and inclusive approach to wealth management has been a mainstay for this independent, Saskatchewan-based firm, operating since 2000. Their team is made up of knowledgeable experts, and Tanis has left a lasting impression. Tanis goes far beyond the industry standard with 24 years of devotion and pioneering guidance, making her clients feel confident and successful. Tanis helped them retire early by removing the fog that obscured their monetary task. In summary, client reviews of Mallard Wealth Advisors will be reviewed for their customer service, capability, and trustworthiness.

IG Wealth Management is a top 10 company as it offers unlimited income potential and provides in-depth financial planning, including taxes, estates, and insurance. The company values the expertise of its entrepreneurs and provides expert assistance, unlike those who work at IG Wealth Management. Advisors create personalized solutions that build long-term connections with clients more...

IG Wealth Management is a top 10 company as it offers unlimited income potential and provides in-depth financial planning, including taxes, estates, and insurance. The company values the expertise of its entrepreneurs and provides expert assistance, unlike those who work at IG Wealth Management. Advisors create personalized solutions that build long-term connections with clients. IG Wealth Management's employees emphasize reaching a wider audience by utilizing their tools. Customers are critical of the company's communication failures and unprofessional manner.

Large institutional investment banks and chartered banks discriminate against those who do not meet the asset threshold. You can't meet the pro unless you have $250,000 or more in investments. Ever. If you have less than $250K, it is impossible to get consistent advice from a bank branch. A "Personal Financial Service Representative (PFSR), at a branch bank, is unlikel more...

Large institutional investment banks and chartered banks discriminate against those who do not meet the asset threshold. You can't meet the pro unless you have $250,000 or more in investments. Ever. If you have less than $250K, it is impossible to get consistent advice from a bank branch. A "Personal Financial Service Representative (PFSR), at a branch bank, is unlikely to give consistent advice. You will rarely see the same representative twice. Welcoming to McInvesting. Your PFSR doesn't want to provide retirement investment advice. Their purpose is to sell products. They have their funds, home equity credit lines, mortgages, and insurance. The threshold to be a top advisor at large institutions is higher. These firms have recently fired or demoted clients who had less than $500,000 of investable assets. We offer our clients many of the same strategies, and they have many of these tools. Because they do not consider you valuable enough, they won't give these tools to you. Clients with just a few hundred dollars can be our clients. But we also have millions of clients. Never have we turned down a client. We believe today's client of $50,000 is tomorrow's client worth $500,000 if all our work goes well. Clients with household investments (both spouses, and children) totaling just $100,000 receive a discount on their fees. You don't need to have a high net worth to get High Net Worth Pricing. We do not sell any products. Our clients receive advice and strategies, and we create plans to help them achieve their dreams. Our business is to build relationships with clients. We believe that building relationships with our clients is more important than any transaction. We do our best work when we have strong relationships with clients. Bank employees have no interest in the corp. They simply get paid to perform what is asked of them. Our "corporation" is us. We have a vested interest in your success and in your family's wealth creation. It is the foundation of our paychecks. Which person would you prefer to discuss your financial future with? Which would you rather talk to? A bank salaried employee or a business friend? We want to become your business friends.

Edward Jones Financial Advisor believes it is important to take the time to get to know you and your goals before investing. Understanding your tolerance for risk when you invest is important so that we can find the right steps to achieve your long-term goals. We can help you create specific strategies that will allow you to reach your financial goals, whether you are saving fo more...

Edward Jones Financial Advisor believes it is important to take the time to get to know you and your goals before investing. Understanding your tolerance for risk when you invest is important so that we can find the right steps to achieve your long-term goals. We can help you create specific strategies that will allow you to reach your financial goals, whether you are saving for retirement or for college. To help you keep on track and determine whether any changes are necessary, we can monitor how your progress is going. We are committed to offering you the best possible client service. We're not the only ones. Our office is supported by thousands of professionals and the latest technology so that you can receive comprehensive and up-to-date guidance. We are happy to collaborate with you, your accountant, and any other professionals who have the expertise to create a complete strategy. We can work together to create a customized strategy that will help you reach your financial goals.

Assante Wealth Management is a success story. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with assets in excess of $53 billion for clients and their families. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest Canadian investm more...

Assante Wealth Management is a success story. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with assets in excess of $53 billion for clients and their families. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest Canadian investment fund firm, CI Financial Corp. purchased Assante. Assante now has additional resources and financial strength. CI was made public in 1994 and has consistently been one of the most successful securities on S&P/TSX Composite. Assante advisors will take care of your financial concerns. This gives you the peace of mind that is important. Advisors from Assante have an average of almost double the amount of assets than advisors working for other independent companies. This is a strong indicator of their expertise and their client trust. Our sister companies, CI Investments Inc. and Assante Private Client offer exceptional wealth planning and investment management services to our clients. We are driven by our core values: integrity, passion, and professionalism. Your Assante advisor will work with you to create a customized strategy for your specific needs that simplifies and improves your financial well-being.

Visualize a financial future where you are at the center of it all. We have mastered the secret formula to wealth management success over our many years of experience. Brothers & Company, a Regina-based independent financial planning company serving local families and individuals with financial planning services is known for its high-end estate planning and tax planning. We more...

Visualize a financial future where you are at the center of it all. We have mastered the secret formula to wealth management success over our many years of experience. Brothers & Company, a Regina-based independent financial planning company serving local families and individuals with financial planning services is known for its high-end estate planning and tax planning. We have a long history of happy clients and you won't feel like "just another client" over the past three decades. Gisele, who has been with Brothers for over 23 years, is now a partner in the firm. She is the successor to the firm and will continue to deliver a highly personal client experience for decades. Gisele is passionate about financial planning. This has more to it than creating wealth accumulation, retirement, tax, cash flow, or estate planning. It is all about understanding her clients' thoughts, personalities, and preferred choices. She aims to get to know her clients' values and what legacy they wish to leave. Gisele is a Certified Financial Planning(r), Registered Financial Planner, and also has the Certified Executor Advisor designation. Gisele is a volunteer with FP Canada and sits on the exam panel committee. This ensures that the QAFP exam is valid, fair, reliable, and meets accepted measurement standards. Gisele is a speaker at industry events about financial planning and wealth management.

Thrive Wealth Management, a Saskatchewan credit union-owned wealth management firm is located in the province of Saskatchewan. We are proud to be credit union-owned and work alongside you. We are focused on improving your financial security. We can help you find investments that match your needs through our Life Stage Approach. No matter your life stage, we provide opportunitie more...

Thrive Wealth Management, a Saskatchewan credit union-owned wealth management firm is located in the province of Saskatchewan. We are proud to be credit union-owned and work alongside you. We are focused on improving your financial security. We can help you find investments that match your needs through our Life Stage Approach. No matter your life stage, we provide opportunities and investments that directly address your needs. Because we care about what you want and are eager to protect it, we take the time to understand all of your needs and concerns. While we share the same values as our credit union partners, we also provide the knowledge and professionalism that are essential for investment management. It can seem confusing to invest money. We understand that investing money can be confusing. That is why it has been our mission to simplify things for all who come through our doors. Our goal is to help you achieve your goals. You will receive a customized solution that is specific to you.

Independent Financial Advisors have the ability to access products from many Insurance and Investment Companies. I begin by understanding you and your needs, and then develop a strategy together to achieve them. After we have agreed on your strategy, I'll help you choose the tools or products that will best meet your financial goals. Here's an example of an Insurance and more...

Independent Financial Advisors have the ability to access products from many Insurance and Investment Companies. I begin by understanding you and your needs, and then develop a strategy together to achieve them. After we have agreed on your strategy, I'll help you choose the tools or products that will best meet your financial goals. Here's an example of an Insurance and Investment Company I have access too: Planning life insurance involves providing income to you and your loved ones in the form long-term, disability and life insurance. This involves carefully analyzing your requirements to create a plan that will meet your expectations, protect your family and provide for the future. Planning your retirement and constructing a portfolio of investments is key to investment management. This involves understanding your retirement needs and goals so you can have reliable income streams that are tax efficient. It also takes into account your time frame and makes sure you're investing in the right way. A holistic approach to financial analysis is essential. We can assist you in charting a course to achieve your financial goals by analyzing all aspects of your finances, including your investments, income and debt.

iA Private Wealth Inc., Canada's largest independent wealth management company is a top choice. Our goal is to continue raising standards in financial planning and investment management. IA Private Wealth Inc. has the most talented people who will work tirelessly to offer you the highest quality financial products and the best customer service. All of our actions are in the more...

iA Private Wealth Inc., Canada's largest independent wealth management company is a top choice. Our goal is to continue raising standards in financial planning and investment management. IA Private Wealth Inc. has the most talented people who will work tirelessly to offer you the highest quality financial products and the best customer service. All of our actions are in the best interest of our clients. We are committed to providing reliable, comprehensive financial planning services and investment advice to all hardworking Canadians. We are also hardworking and proud of our clients. We work with individuals, families, and companies to help them achieve and maintain their financial goals. Living Sky Financial is a member of a group of independent advisors. As such we can choose from a range of investment options, and can tailor our advice to meet your financial goals and circumstances. Living Sky Financial wants to help you achieve your financial goals. Our advisors are here to help you succeed. Our support team is available 24/7 to help with any inquiry, concern, or idea. We are committed to providing client support in an efficient and professional way.

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities has been providing professional wealth management more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities has been providing professional wealth management services for over 100 years. We are Canada’s most trusted provider of wealth management services, with over 400,000 global clients. Advisors know that investment is only one aspect of the larger picture. We often collaborate with family and estate attorneys, bankers, and accountants to provide you with the best advice. We offer advisory services that include financial advice, money management, financial planning, and estate planning as well as tax minimization strategies and foundations.

Independent Financial Services provides full-service financial consultation services. They specialize in areas such as Retirement, Succession, Investment, and Estate Planning. We also offer services in the areas of personal and business insurance, other risk management products, employee benefit programs, and individual or group pensions. We are large enough to provide broad p more...

Independent Financial Services provides full-service financial consultation services. They specialize in areas such as Retirement, Succession, Investment, and Estate Planning. We also offer services in the areas of personal and business insurance, other risk management products, employee benefit programs, and individual or group pensions. We are large enough to provide broad product access and serve many areas (with more than 20 licensed associates as part of our team), but we still maintain a small size to deliver truly personal service ...... This is based on our 30-year history of integrity and service, and an unwavering commitment to excellence in everything we do. To meet our client's diverse needs, we offer a wide range of products and services. For more information, please see the following.

We take a different approach when designing an investment portfolio. Our approach to designing your investment portfolio is different. We use a holistic, financial planning-led approach. This means that we coordinate all aspects of your financial lives and manage wealth. This is how we believe a portfolio can truly make sense. A portfolio designed to be optimal for you requires more...

We take a different approach when designing an investment portfolio. Our approach to designing your investment portfolio is different. We use a holistic, financial planning-led approach. This means that we coordinate all aspects of your financial lives and manage wealth. This is how we believe a portfolio can truly make sense. A portfolio designed to be optimal for you requires more than a risk profile questionnaire. To ensure that you have all the necessary information to choose the right investments to meet your objectives and goals, we take the time upfront. In order to design a plan that meets your needs, it is important to understand your current income taxes, future income sources, and any real estate or business interests. Clients realize the importance of a cohesive team for their wealth management. Our personalized financial planning approach is combined with the expertise of IG's tax, insurance, corporate, and estate planning specialists. We can provide strategic advice to help you manage your wealth in the face of changes such as personal circumstances, corporate requirements, income tax, or estate taxes.