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  1. CA
  2. AB
  3. Edmonton
  4. Best Financial Consultants in Ca
  5. Best Financial Consultants in Ab
  6. 11 Best Financial Consultants in Edmonton

11 Best Financial Consultants in Edmonton

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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)
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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1

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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2

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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3

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
Open 9:00 AM - 5:00 PM
10074 164 St NW, Edmonton, AB T5P 4Y3, Canada
4

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
5

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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6

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
7

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
8

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
9

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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10

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
11

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

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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for edmonton 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 edmonton 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 edmonton .

3

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4

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