Best Wealth Management Companies In Alberta

Cox Financial Group brings big-city wealth planning expertise to Southern Alberta, focusing on long-term relationships with high-net-worth families, businesses, and professionals. Their services include corporate benefits, employee RRSP programs, life insurance, and investment management. Clients appreciate the knowledgeable, responsive team and personalized approach to complex financial needs.

With over 75 years of combined experience, Qopia Financial specializes in wealth management, complex financial planning, and estate planning. Their team offers services spanning financial advice, mortgages, accounting, and insurance, focusing on each client’s unique needs. Clients appreciate their clear communication and patient guidance through financial decisions.

Langford Financial Inc. specializes in fee-only retirement income planning and tax strategies for clients aged 55 and up. Their services include independent investment advice and a full-service portfolio management option, with a focus on combining tax and income planning to help clients prepare for retirement. Clients appreciate the team’s clear communication, personalized approach, and… more...

Langford Financial Inc. specializes in fee-only retirement income planning and tax strategies for clients aged 55 and up. Their services include independent investment advice and a full-service portfolio management option, with a focus on combining tax and income planning to help clients prepare for retirement. Clients appreciate the team’s clear communication, personalized approach, and willingness to accommodate both virtual and in-person meetings.

Blackburn Davis Financial Inc specializes in personalized wealth management and retirement planning, working closely with discretionary portfolio managers to handle investments. Their team also offers guidance on estate planning and risk management, with clients appreciating their clear communication, thorough support, and thoughtful approach to complex financial situations.

Cresco Wealth Management focuses on uncovering financial opportunities that others might miss, aiming to create lasting value for successful clients. Their services include financial planning, portfolio management, and insurance, with a strong emphasis on building trusting relationships. Clients appreciate their attentive communication and thoughtful, risk-aware strategies.

With licensed agents across North America, World Financial Group focuses on helping individuals protect their loved ones and build a financial legacy. They offer personalized guidance on managing money, insurance, and investments, with many clients appreciating the educational approach and supportive environment. Some reviews note concerns about the company’s business model, so it’s worth… more...

With licensed agents across North America, World Financial Group focuses on helping individuals protect their loved ones and build a financial legacy. They offer personalized guidance on managing money, insurance, and investments, with many clients appreciating the educational approach and supportive environment. Some reviews note concerns about the company’s business model, so it’s worth discussing your options thoroughly.

Rothenberg Wealth Management stands out for its independent, salary-based advisors who provide unbiased, transparent financial planning without selling proprietary products. Their team offers comprehensive services including mutual funds, stocks, bonds, tax, legacy, insurance, and risk management, with clients appreciating clear communication and personalized investment strategies.

CH Financial specializes in comprehensive wealth management with a focus on diversification, transparency, and flexibility. Their services include tax planning, business succession, risk management, and charitable trust structuring. Clients appreciate the team’s professionalism and friendly approach, though some note occasional delays in document processing.

Entrepreneurs Wealth Management focuses on helping individuals and corporations become savvy investors through personalized financial planning and tax-efficient strategies. The team offers guidance on investing, budgeting, and insurance, building long-term relationships that clients appreciate for their knowledge and approachable service. Some find the process requires active engagement to fully… more...

Entrepreneurs Wealth Management focuses on helping individuals and corporations become savvy investors through personalized financial planning and tax-efficient strategies. The team offers guidance on investing, budgeting, and insurance, building long-term relationships that clients appreciate for their knowledge and approachable service. Some find the process requires active engagement to fully benefit.

Evergreen Wealth Advisory offers a personalized approach to financial planning, with advisors specializing in areas like insurance and investment strategies. The team works closely with clients at various life stages to develop customized plans aimed at achieving financial goals with minimal risk. Customers appreciate their clear communication and thoughtful guidance throughout the process.

IG Wealth Management offers comprehensive financial planning that goes beyond investments to include tax strategies, mortgages, and estate planning. Clients often describe the team as professional, compassionate, and helpful, though some note the fees can be substantial and express concerns about certain fund penalties.

Harbourfront Wealth Management offers independent, impartial advice that goes beyond publicly traded securities to include income planning, trust management, and tax minimization. Clients appreciate the friendly, straightforward approach of the advisors, though some note the firm prefers clients who are comfortable with a clear fee structure and less questioning.

Specializing in independent, evidence-based financial management, High Level Wealth Management offers portfolio and financial planning services grounded in passive investing principles. Clients appreciate the team’s clear explanations and thorough approach, which help reduce financial anxiety and build confidence. Some find the detailed process time-intensive but value the personalized guidance.

MLD Wealth Management Group focuses on holistic financial planning that balances tax efficiency, risk management, and investment growth. Their team reviews all aspects of your financial picture to create strategies tailored to your goals, often helping clients feel more confident and informed about their financial future. Some find the process complex but appreciate the clear explanations… more...

MLD Wealth Management Group focuses on holistic financial planning that balances tax efficiency, risk management, and investment growth. Their team reviews all aspects of your financial picture to create strategies tailored to your goals, often helping clients feel more confident and informed about their financial future. Some find the process complex but appreciate the clear explanations provided.

Abacus Wealth Management Inc. focuses on helping clients understand their financial options through investor education and personalized advice. Their team offers services in investment portfolio growth, risk management, and tax minimization, with regular reviews to align strategies with clients’ goals. While many appreciate their thorough explanations and collaborative approach, some have noted… more...

Abacus Wealth Management Inc. focuses on helping clients understand their financial options through investor education and personalized advice. Their team offers services in investment portfolio growth, risk management, and tax minimization, with regular reviews to align strategies with clients’ goals. While many appreciate their thorough explanations and collaborative approach, some have noted concerns about communication and unexpected fees.

Focused on personalized financial planning, this practice offers retirement and education investment strategies along with life and accident insurance options. Clients appreciate the knowledgeable team’s professionalism and genuine care, though some feel the process can sometimes feel routine rather than highly interactive. The firm emphasizes clear communication and active portfolio management.

Muhs Wealth Partners is known for providing honest, straightforward financial advice focused on evidence-based investment strategies. The team offers personalized wealth management and financial planning services, helping clients feel informed and confident about their investments. Some clients note the experience can be more hands-on, reflecting the firm’s educational approach.

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… 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 Wealth Management is a… 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 Management specialists bring… 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-oriented individuals who… 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.