Best Wealth Management Companies in Saskatchewan

Wascana Financial Group focuses on personalized financial planning, tailoring strategies to each client’s unique goals, whether for retirement, education, or insurance needs. Their services include wealth optimization, investment guidance, and insurance products, with clients appreciating the team’s patient approach and clear explanations throughout the process.

Precedence Private Wealth focuses on honest, transparent financial planning and investment advice tailored to each client’s goals. Their team offers services including tax-deductible mortgage strategies, life insurance, and long-term investment management. Clients appreciate their personalized approach and consistent communication, though some note the experience is more relationship-driven than… more...

Precedence Private Wealth focuses on honest, transparent financial planning and investment advice tailored to each client’s goals. Their team offers services including tax-deductible mortgage strategies, life insurance, and long-term investment management. Clients appreciate their personalized approach and consistent communication, though some note the experience is more relationship-driven than transactional.

Known for its collaborative approach to comprehensive financial planning, ATA Financial Group helps clients balance personal, business, and family goals. The team works closely with each client to create clear, actionable plans and is often praised for being straightforward, attentive, and responsive without applying pressure.

Meckelborg Financial Group specializes in creating personalized investment portfolios through their comprehensive Worry-Free Retirement™ Program. Their team of experienced, certified financial planners works with both individual and institutional clients, focusing on clear communication and simplifying complex financial decisions. While most clients appreciate their tailored approach, some have… more...

Meckelborg Financial Group specializes in creating personalized investment portfolios through their comprehensive Worry-Free Retirement™ Program. Their team of experienced, certified financial planners works with both individual and institutional clients, focusing on clear communication and simplifying complex financial decisions. While most clients appreciate their tailored approach, some have noted mixed results with portfolio performance.

Specializing in financial planning for Canadian tech founders and executives, Achieve Wealth Management offers personalized guidance on complex compensation and investment strategies. Their team also supports retirees with cash flow and pension planning. Clients appreciate the thorough, flexible approach and clear explanations, though some find the process involves multiple meetings.

Fundamental Wealth Management specializes in personalized retirement, tax, and estate assessments to help clients create financial plans that reflect their unique goals. Their team offers ongoing support through every stage of wealth management, with clients appreciating their responsiveness and clear communication. Some note that navigating complex financial topics can take time to fully… more...

Fundamental Wealth Management specializes in personalized retirement, tax, and estate assessments to help clients create financial plans that reflect their unique goals. Their team offers ongoing support through every stage of wealth management, with clients appreciating their responsiveness and clear communication. Some note that navigating complex financial topics can take time to fully understand.

Holding the Financial Management Advisor designation since 2001, Worby Wealth Management focuses on creating personalized financial plans for families, individuals, and small businesses. The team helps simplify complex financial decisions and offers ongoing guidance tailored to clients’ evolving goals. Clients appreciate their patient communication and approachable, trustworthy service.

Mallard Wealth Advisors offers independent, comprehensive financial planning with a focus on holistic wealth management across Western Canada. Their team provides customized strategies aimed at helping clients achieve financial independence, and many appreciate the thoughtful guidance they receive. Some clients have noted mixed experiences with individual advisors at the Saskatoon office.

IG Wealth Management focuses on comprehensive financial planning beyond just investments, including tax strategies, estate planning, and insurance. The team supports entrepreneurs looking to grow their careers while managing client needs. Some clients have noted communication challenges and a less welcoming atmosphere for potential customers.

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.… 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 for retirement or for… 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 investment fund firm, CI… 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 have a long history of… 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 opportunities and investments… 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 Investment Company I have… 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 best interest of our… 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 services for over… 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 product access and… 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 than a risk… 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.