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24 Best Financial Consultants In Alberta

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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)
very happy (3)
comprehensive (3)
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+14035716020
Closed Now
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
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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 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.

Services & Prices
Initial Consultation $100 - $200
Retirement Planning $150 - $300
Ongoing Financial Coaching $100 - $250
Investment Portfolio Review $150 - $250
View Profile
+15873333280
Closed Now
1800-330 5 Ave SW
General Services
Financial Planning
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 ment 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.

Services & Prices
One-on-One Coaching $100 - $150
Coaching Intensive Package $500 - $800
Family Financial Planning $200 - $300
Retirement Savings Strategy $150 - $250
View Profile
17802177014
Closed Now
4810 50th Ave Suite 122, Leduc, AB T9E 6X9, Canada
General Services
Financial Coaching
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 t 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.

Services & Prices
Retirement Planning $100 - $300
Comprehensive Financial Planning $150 - $350
Investment Strategies $200 - $500
Asset Growth Management $150 - $400
View Profile
+14035716020
Closed Now
407 2 St SW #1920, Calgary, AB T2P 2Y3, Canada
General Services
Financial Advisory
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 abilit 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.

Services & Prices
Personal Finance Review $100 - $150
Debt Management Strategy $150 - $250
Basic Financial Literacy $50 - $100
Infinite Banking Concept $100 - $200
View Profile
+17804621289
Closed Now
6030 88 St NW #210, Edmonton, AB T6E 6G4, Canada
General Services
Financial Consultation
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 customi 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.

Services & Prices
Retirement Planning $100 - $300
Investment Management $200 - $500
Debt Management $50 - $150
Portfolio Analysis $150 - $400
View Profile
+14035437226
Closed Now
2505 17 Ave SW #205, Calgary, AB T3E 7V3, Canada
General Services
Financial Planning
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 recommendation 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.

Services & Prices
Portfolio Management $1000 - $3000
Retirement Planning $500 - $1500
Investment Strategy Development $300 - $700
Comprehensive Financial Planning $800 - $2000
View Profile
5873306397
Closed Now
4838 Richard Road SW, Suite 300, Calgary, AB, T3E 6L1
General Services
Wealth Management
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 cons 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.

Services & Prices
Retirement Planning $100 - $300
Investment Strategy Development $200 - $500
Insurance Needs Analysis $150 - $400
Portfolio Management $300 - $800
View Profile
+14032707767
Closed Now
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada
General Services
Financial Planning
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 c 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.

Services & Prices
Comprehensive Financial Plan $500 - $1000
Retirement Planning $300 - $700
Investment Strategy Development $250 - $500
Managed Portfolio Services $1000 - $2500
View Profile
+15873164070
Closed Now
700 2 St SW 19th Floor, Calgary, AB T2P 0E4, Canada
General Services
Financial Planning
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. S 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.

Services & Prices
Personal Financial Planning $100 - $200
Investment Advice $150 - $300
Portfolio Review $200 - $400
Retirement Planning $200 - $300
View Profile
+14032292123
Closed Now
Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada
General Services
Financial Advisory
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 l 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.

Services & Prices
Life Insurance $50 - $100
Health Insurance $40 - $80
Auto Insurance $60 - $120
Retirement Planning $100 - $200
View Profile
+17806607325
Closed Now
10074 164 St NW, Edmonton, AB T5P 4Y3, Canada
General Services
Insurance Services
11

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, e 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.

Services & Prices
Retirement Planning $100 - $200
Investment Guidance $150 - $300
Budget Analysis $75 - $150
Corporation Setup $500 - $1000
View Profile
+14037752230
Closed Now
441 5 Ave SW Suite 570, Calgary, AB T2P 2V1, Canada
General Services
Financial Planning
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 clien 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.

Services & Prices
Holistic Financial Planning $0 - $0
Retirement Planning $100 - $300
Personalized Financial Dashboards $50 - $150
Tax-Efficient Investment Strategies $200 - $500
View Profile
+15873926017
Closed Now
333 7 Ave SW Suite #1900, Calgary, AB T2P 2Z1, Canada
General Services
Financial Planning
13

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 finance 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.

Services & Prices
Bookkeeping $100 - $300
Tax Preparation $200 - $400
Financial Reporting $150 - $350
Payroll Processing $50 - $150
View Profile
+17809065487
Closed Now
10050 112 St NW #201, Edmonton, AB T5K 2J1, Canada
General Services
Accounting
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 approachab 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.

Services & Prices
Personal Financial Assessment $100 - $200
Investment Strategy Development $200 - $400
Retirement Planning $150 - $300
Portfolio Construction $500 - $1000
View Profile
+17804481988
Closed Now
2400, Scotia 1, 10060 Jasper Ave, Edmonton, AB T5J 3R8, Canada
General Services
Financial Planning
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 cr 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.

Services & Prices
Comprehensive Financial Planning $100 - $200
Retirement Planning $150 - $250
Investment Strategy Development $100 - $200
Portfolio Management $200 - $400
View Profile
+17806691237
Closed Now
9604 142 St NW, Edmonton, AB T5N 4B2, Canada
General Services
Financial Planning
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 re 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.

Services & Prices
Comprehensive Wealth Management Planning $1500 - $3000
Investment Fund Management $500 - $3000
Retirement Planning $800 - $2000
Personal Financial Planning $300 - $700
View Profile
+14032534840
Closed Now
Centre 100, 37 Richard Way SW, Calgary, AB T3E 7M8, Canada
General Services
Wealth Management
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 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.

Services & Prices
Investment Management $100 - $200
Retirement Planning $200 - $300
Portfolio Review $50 - $100
Life Insurance $20 - $40
View Profile
+17804365280
Closed Now
8925 51 Ave NW #318, Edmonton, AB T6E 5J3, Canada
General Services
Financial Advisory
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 knowle 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.

Services & Prices
Personal Finance Planning $100 - $200
Investment Planning $150 - $300
Retirement Planning $200 - $400
Portfolio Management $200 - $500
View Profile
+17806701293
Closed Now
2325 111 St NW, Edmonton, AB T6J 5E5, Canada
General Services
Financial Planning
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 s 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.

Services & Prices
Investment Planning $100 - $200
Retirement Planning $150 - $300
Risk Management $120 - $250
529 Plan Consultation $50 - $100
View Profile
+14037752290
Closed Now
441 5 Ave SW Suite 550, Calgary, AB T2P 2V1, Canada
General Services
Financial Advisory
20

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 detai 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.

Services & Prices
Investment Guidance $50 - $100
Retirement Planning $100 - $200
Goal Setting Assistance $30 - $60
Life Insurance $25 - $50
View Profile
+17804633443
Closed Now
4018 50 St NW, Edmonton, AB T6L 5N3, Canada
General Services
Financial Advisory
21

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' 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.

Services & Prices
Individual Health Plans $100 - $300
Family Health Plans $300 - $600
Short-term Health Insurance $50 - $150
Group Health Benefits $200 - $500
View Profile
+15879991991
Closed Now
600 Crowfoot Crescent NW #300, Calgary, AB T3G 0B4, Canada
General Services
Health Insurance
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 con 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.

Services & Prices
Retirement Planning $100 - $200
Investment Strategy $150 - $250
Estate Planning $200 - $300
Life Insurance $50 - $150
View Profile
+17804386888
Closed Now
3B Fairway Dr NW, Edmonton, AB T6J 2S6, Canada
General Services
Financial Planning
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 compa 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.

Services & Prices
Portfolio Management $500 - $1500
Retirement Planning $300 - $800
Investment Advisory $400 - $1200
Life Insurance $20 - $100
View Profile
+17809451010
Closed Now
3481 Allan Dr SW, Edmonton, AB T6W 3G9, Canada
General Services
Wealth Management
24

XChief

xChief is a regulated online broker with over 10 years of experience and more than 750,000 traders worldwide. We offer CFD trading on MetaTrader 4 and 5 with tight spreads, high leverage, and more...

xChief is a regulated online broker with over 10 years of experience and more than 750,000 traders worldwide. We offer CFD trading on MetaTrader 4 and 5 with tight spreads, high leverage, and flexible account types. Traders appreciate our reliable order execution and 24/7 multilingual support. Whether you're a beginner or a pro, xChief provides the tools and environment to trade with confidence.

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8093651241
Closed Now
1111 3 St SE, Calgary, AB T2G 2S8

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

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

2

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

3

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4

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

5

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