Melanie MoralesDealing with finances is almost always overwhelming. Luckily for you, our list of the best financial advisors in Edmonton can turn this daunting task into a relatively simple one.
Whether they’re coaching you on how to allocate savings for your retirement or giving you great suggestions for investments, our top choices in the city have stellar reputations and excellent client feedback.
At any rate, before we tackle who can manage your money, we’ll need to discuss how much this will set you back.
- How Much Do Financial Advisors Cost in Edmonton?
- The Best Financial Advisors in Edmonton
- 1. Badger Investment Group
- 2. Moraine Wealth Advisory
- 3. Bilyk Financial
- 4. Cardinal Point Wealth Management
- 5. Ron Graham and Associates Ltd.
- 6. Timothy Weber of IG Wealth Management
- 7. McGuire Financial Group
- 8. Jarred Clayton and Melanie Wade of Clayton Financial
- 9. Markus Muhs of Muhs Wealth Partners (Canaccord Genuity Wealth Management)
- 10. Matthew Hammond of Sunesis Financial
- 11. Brian and Gary Dawson of Sterling Wealth Management
- 12. High Level Wealth Management
- FAQs about Financial Advisors
How Much Do Financial Advisors Cost in Edmonton?
Just like any other consultancy service, financial advisors will have varying fees depending on the services they offer. However, their fees will largely depend on your financial situation and the services you’re looking for.
Some might charge an hourly rate of $200-$300 for small or extra services while others might ask for a flat fee for performing large tasks that could range anywhere from $1,000 – $3,000. This is typically known as a fee-for-service rate.
However, most advisors charge percentage rates based on the assets under their management, which can be anywhere from 1%-2% depending on the amount in your portfolio. They may even ask for a commission from any profits made on successful investments.
The two tables below represent two varying approaches to percentage rates and how a firm might charge its clients.
| Portfolio Worth | Yearly Financial Advisor Rate | Yearly Financial Advisor Fee |
| $1,000,000 | 1.02% | $10,200 |
| $5,000,000 | 0.84% | $42,000 |
| Portfolio Worth | Yearly Financial Advisor Rate | Yearly Financial Advisor Fee |
| First $2,000,000 | 0.95% | $19,000 |
| Next $3,000,000 | 0.70% | $21,000 |
| Next $5,000,000 | 0.50% | $25,000 |
Every firm has a different scale and it’s important to discuss with your potential financial advisor what their rates are.
The Best Financial Advisors in Edmonton
Now that you are aware of what advisory fees should cost we can now take a look at the best financial advisors in Edmonton.
1. Badger Investment Group
| SERVICES | Wealth Management, Financial Planning, Legacy Planning, Capital Markets, Retirement Planning, Insurance Planning, Financial Calculator |
| WEBSITE | https://www.badgerinvestmentgroup.com/ |
| ADDRESS | Manulife Place, Suite 570 Edmonton, Alberta T5J 3S4 Canada |
| CONTACT DETAILS | Business: 780.408.1507 Email: [email protected] |
Badger Investment Group is a well-known company in the area of wealth management and financial planning. Their services also include legacy planning, capital markets, retirement planning, and insurance planning.
Their lead portfolio manager, Geoff Badger, has over 27+ years of experience in the industry. BIG seeks excellent securities and products with sustainable competitive advantages as bottom-up fundamental investors, regardless of industry or economic conditions.
They believe that they can provide investors with above average, long-term, risk-adjusted returns by consistently following their investment philosophy and process. Whether you want to define your investment options or implement a custom solution, they are built to serve your needs.
The financial consultants at Badger Investment Group are available to help the clients at all times and offer personal attention to every client at any time of the year.
They’ll take the time to help you develop a personalised financial plan, which is intended for all the financial aspects of your life. Additionally, they can also aid you in determining your financial goals and all the things you need to do to accomplish them.
Pros
- Offers holistic wealth management services
- Focuses on helping clients achieve multi-generational success
- Has online financial management platform
Cons
- Accommodates clients from all walks of life but focuses on high-net-worth clients (to maintain superior level of customer service)
2. Moraine Wealth Advisory
| SERVICES | Investment Management, Comprehensive Financial Planning, Tax Planning, Estate Planning, Insurance |
| WEBSITE | https://morainewealth.com |
| ADDRESS | Suite 3400, 10180 – 101 Street Edmonton AB T5J 3S4 |
| CONTACT DETAILS | +1 403-571-6020 |
Moraine Wealth Advisory, based in Calgary, provides comprehensive wealth management services designed to meet the unique needs of their clients. The firm’s approach is guided by core values of trust, integrity, and clear communication, ensuring that their clients’ interests always come first. Their team of experienced financial advisors and planners, including Associate Portfolio Manager Sean Wilson and Insurance and Portfolio Administrator Amanda Allan, is dedicated to helping clients achieve their financial goals through integrated planning and strategic investment.
One of the significant advantages of working with Moraine Wealth Advisory is their commitment to personalized, client-centered service. They offer tailored financial plans that take into account each client’s unique situation, goals, and risk tolerance. Their holistic approach considers all aspects of a client’s financial life, from investment portfolio construction to tax, estate planning, and legacy planning, ensuring a comprehensive strategy for financial well-being.
Additionally, Moraine Wealth Advisory’s dedication to true diversification and risk management sets them apart. They utilize over ten different asset classes in their portfolio designs, emphasizing capital protection and growth beyond the rate of inflation. Their alignment with clients through investing in the same strategies they recommend further demonstrates their commitment to shared success. Transparency in reporting and a high standard of fiduciary duty add to their credibility and trustworthiness.
However, there are some drawbacks to consider when working with Moraine Wealth Advisory. The comprehensive nature of their services and the fee-only structure can result in higher costs, which may not be accessible for all potential clients. Additionally, the complexity and thoroughness of their integrated planning approach might be overwhelming for those who prefer simpler financial solutions or are new to financial planning.
In conclusion, Moraine Wealth Advisory offers a robust and client-focused wealth management service that goes beyond just investment advice. Their personalized, holistic approach, commitment to diversification, and high ethical standards make them a reliable choice for those seeking comprehensive financial planning.
Pros
- Personalized, client-centered service
- Holistic approach to financial planning
- Alignment with clients through shared investment strategies
- High transparency and fiduciary duty
Cons
- Closed on Weekends
3. Bilyk Financial
| PRODUCTS | Risk Management Tax Planning Insurance Investment Advice Estate Planning |
| WEBSITE | https://bilykfinancial.com |
| ADDRESS | 706 9 St SW, Calgary, AB T2P 2B4, Canada |
| CONTACT DETAILS | Phone: 780-632-6770 Email: [email protected] |
| OPERATING HOURS | Monday – Friday, 9AM – 5PM |
Bilyk Financial offers its clients more than 50 years of expertise in the financial industry. It provides some of the top financial advising services in Edmonton and the surrounding areas.
The first thing we’ve noticed about them is their long-lasting relationships with their clients, which serves as a testament to the superb quality of service they provide.
Their proactive customer service and process-oriented solutions are also among their strong suits. You can count on them to keep you updated on emerging trends in sustainable investing and monetary policies.
Bilyk Financial operates an institutional-grade investment management approach that they customize precisely to your situation. Most advisors start with an allocation to different asset classes and then fill the “buckets” with specific investments. They go the other way: they start with a universe of strategies, analyze each on the basis of returns, volatility, and correlations, and then build a portfolio that combines them in a way that they believe will best meet their clients’ objectives. In practice, that means going outside the traditional stocks-bonds paradigm and into alternatives, which can be especially useful for generating income in the current environment. Each portfolio will include exposure to different investment solutions, including public equities, private equities, fixed-income, private real estate, private infrastructure, private credit, and commodities. They believe that they can provide investors with above-average, long-term, risk-adjusted returns by consistently following their investment philosophy and process.
The company also offers free consultation services, but do take note that they’re only available during weekdays.
Overall, we think that Bilyk Financial deserves its spot among the best financial advisors in Edmonton. They also have a 99% client retention rate, which serves as a solid proof that they’ll be with you for the long term.
Customer Reviews
Always been impressed with their customer service
“We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.” – Raylene Palichuk
Very positive relationship from day one
“I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!!” – Darryl Vinet
4. Cardinal Point Wealth Management
| SERVICES | Wealth Management Professional Portfolio Management Comprehensive Financial Planning Retirement Planning Tax Minimization Strategies Estate Planning Insurance Analysis Education Planning Cash Flow/Debt Management |
| WEBSITE | https://cardinalpointwealth.com/ |
| ADDRESS | Alberta Office |
| CONTACT DETAILS | (403) 457-3285 | [email protected] |
Cardinal Point Wealth Management is a firm that specialises in portfolio management and financial planning. They strive to provide clients with personalised financial plans tailored to their preferences.
By integrating financial planning with portfolio management, you end up with a plan that is effective and reliable. Moreover, they customise their plans according to their client’s goals, values, and tax efficiency.
As a registered Portfolio Manager, there’s no doubt that they are knowledgeable when it comes to wealth management. No case is too simple or too complex for their team of Certified Financial Planning Professionals and Registered Financial Planners.
Cardinal Point has a small client base, which allows them to bring their full attention to each and every client they serve. You can count on them to deliver results that are impactful and beneficial in the long-run.
As a result, having them ranked second on our list will put you at ease if you choose their service. They will make every effort to work with you every step of the way.
Customer Reviews
“We have had a great experience working with David and Cardinal Point. David is a trusted advisor, who is proactive and thorough. His detailed approach has given us the information and options we need to make our retirement plans. Cardinal Point offers a full range of services which minimizes the time required on our end to ensure we have appropriate coverage on all fronts.” – Nancy & Greg
“I came to Cardinal Point with some very complex needs after a major change in my family situation. Cardinal Point handled all the transitions expertly and quickly, and helped me devise a strategy for my new life. They are very knowledgeable and skilled and their strategy has allowed me to realize some excellent returns in a difficult market. In addition, they are wonderful to work with, responsive, and I feel like they know me at a personal level rather than as an account number. I have no reservations about recommending Cardinal Point for your investment needs!” – Patrick
5. Ron Graham and Associates Ltd.
| SERVICES | Retirement Planning, Estate Planning, Income Tax Planning, Annual Tax Return Preparation, Cash Flow Management, Debt Management & Restructuring, Investment Planning, Education Funding, Insurance & Risk Planning |
| WEBSITE | http://rgafinancial.com/ |
| ADDRESS | 10585 111 St NW, Edmonton, AB T5H 3E8 |
| CONTACT DETAILS | Phone: (780) 429-6775 Fax: (780) 424-0004 |
Ron Graham is the founder and at the helm of Ron Graham & Associates Ltd., which is a fee-only financial planning firm. With over 30 years of experience in the industry, he is a chartered accountant, registered financial planner, and certified financial advisor.
While this firm may not sell any financial products, they offer some of the best financial advice in the city. You also can even choose from either an hourly rate or a fixed rate for any time you spend consulting with them.
Through employer-sponsored seminars and one-on-one counseling, they’ll help individuals with financial advice. They provide services such as integrated tax and investment strategies that are personalized to suit your specific situation.
Their six-step financial process helps to streamline your experience in a way that’s easy to understand. This has helped thousands of clients achieve the results they want and is one of the reasons they are sought-after.
With their financial planning advice, they can help you build a strong but practical foundation for how to manage your money. Each plan is tailored to the client, taking into account financial goals and personal lifestyle.
Ron Graham and Associates can conduct reviews of your investments, performed four times a year. That may seem low, but they will actually keep you informed with regular email bulletins on how your investments are going, and can also assist you in preparation for the filing of taxes.
The benefit of going with Ron Graham and Associates is that you don’t get just one financial advisor – they always consult with the rest of the team on any of your issues or problems at no additional cost.
Pros
- Can choose from hourly rate or fixed rate fee
- Traditional one-one-one consultations
- Advisors regularly consult with the rest of the associates
- Fee-based or flat-rate service
Cons
- Doesn’t offer financial consultations for business
- No cloud-based or online financial management platform
- Not accredited by the Better Business Bureau
Client Reviews
Ron Graham and Associates, Ltd. earns a spot on our list because of their experience, knowledge and their flat-fee service rates.
Chloe Onofrychuk, a client, also praised the thoroughness at which they analyzed her financial situation. She shares:
“We booked an appointment with Ron to review our investments and work on our financial plan. Ron is very knowledgeable and took the time to review our options and clearly explain a strategy to maximize our investments and minimize any tax implications. He was very thorough and took the time to review everything, answer our questions and make sure that we understood it all. I’d definitely recommend Ron for financial planning.”
6. Timothy Weber of IG Wealth Management
| SERVICES | Investment Planning, Retirement Planning, Home Ownership, Estate Planning, Tax Planning, Insurance, Cash Management, Business Ownership, Private Wealth Management, Business Succession, Intergenerational Wealth Transfer |
| WEBSITE | https://www.ig.ca/en https://advisor.investorsgroup.com/en/tim_weber |
| ADDRESS | 2400 Scotia Place, Tower 1 10060 Jasper Avenue N.W. Edmonton, AB T5J 3R8 |
| CONTACT DETAILS | Email: [email protected] Phone: (780) 448-1988 Mobile: (780) 999-9995 Fax: (780) 449-0475 |
| OPERATING HOURS | Monday to Friday: 9:00 am – 5:00 pm |
Established in 1926, IG Wealth Management (formerly known as Investors Group) is one of the oldest institutions in the country specializing in personalized financial solutions. What makes them stand out is their vast network of knowledgeable consultants, making it easy for Canadians to access sound advice.
IG offers a wide range of financial services but its core purpose is essentially to build and manage wealth. So whether it’s planning out your retirement or ensuring that your family is secure, this company has you covered.
If you’re in Edmonton, you’ll likely meet with Timothy Weber, a financial consultant who specializes in tax and estate planning, business succession, investment lending, securities, and insurance protection.
Long-term money management is the main goal for wealth maintenance and he helps his clients successfully achieve that. You can feel secure knowing that the advice you’ll receive can help protect your assets, minimize taxes, and simplify your financial situation.
We like IG Wealth Management because of IG Living Plan – a digital platform that helps you communicate with your advisor from anywhere and allows you to visually predict different future financial scenarios. It allows you to see how major life decisions might affect your financial plan, such as selling your home or having another child, just to name a few.
If you want to keep abreast of your financial plan, you don’t even need an in-person consultation – the IG mobile app helps you stay on top of your money goals. You can even share information with other people in your family so that they can see the financial progress.
IG Wealth Management also caters to wealthier individuals and families, especially those who have a successful and large family business. These clients have different tax requirements and need unique planning strategies to protect their wealth and ensure that it passes down to future generations.
Pros
- Free personal financial review
- Offers to manage succession of wealth in families
- IG Living Plan digital platform for financial predictions
Cons
- Focused more on the affluent or wealthier clients
- Doesn’t provide financial advice for corporations
Client Reviews
Nichole Cunningham, a client, sought the services of Tim Weber to help her mother plan her retirement. She was extremely pleased with the attention and care she received as she shares her experience:
“Tim goes above and beyond for his clients to ensure their needs and concerns are being met. He greatly helped my mother out. She was having a lot of anxiety regarding her retirement finances and what would change for her once she turned 65. Tim was very thorough with his research and resolved all the questions and concerns that she had. After getting help from Tim, her mind was put at ease and she felt much more confident and comfortable about the years to come regarding her finances. She found that not only was he professional and thorough, but she felt supported and cared for throughout the process. If you are looking for an efficient and knowledgeable financial advisor who cares and will work hard to help you with your individual needs and concerns, then we highly recommend Tim Weber!”
7. McGuire Financial Group
| SERVICES | Financial Planning, Retirement Planning, Wealth Planning, Wealth Creator – Debt Strategy, Insurance Wants & Needs, Health Spending, PAR Policies |
| WEBSITE | https://mcguirefinancial.ca/ |
| ADDRESS | Head Office 6030-88 St #210. Edmonton AB T6E 6G4 Mailing Address 3428-99 St Suite #470. Edmonton AB T6E 5X5 |
| CONTACT DETAILS | Phone: (780) 462-1289 Toll Free Phone: 1-877-364-8204 Toll Free Fax: 1-888-847-5667 |
| OPERATING HOURS | Monday to Friday: 9:00 am – 5:00 pm |
McGuire Financial Group was founded in 2004 by Glen P. Zacher, a certified financial planner and banking adviser with over two decades of experience in the industry. His goal is to help you “find money” that you never knew you had or weren’t aware that you were losing unnecessarily.
This firm can assist you to prepare for retirement, getting rid of your debt, and increasing your wealth. Their team of experts will present you with attainable solutions you can easily implement and practice, whether it’s in your lifestyle or business.
Homegrown in Edmonton, they’ve since branched out in British Columbia to help even more Canadians reach their financial goals.
In any case, we like this firm because new clients automatically get a free consultation with one of their certified financial planners, banking advisors, or credit counselors.
We also like McGuire Financial Group because they have a unique Personal Economic Model, which is a customized visual representation created to simplify complex financial concepts. It will easily convey your money flow and can even give you an idea of how much money you may control during your life with its Lifetime Capital Potential tank.
This firm also offers its True Value Plan, which is a health spending plan that’s an alternative to insurance, tailored specifically for business owners. There are no annual fees for this service, which helps you better manage employees’ benefit plans and have hands-on control over your budget.
If you’re still unsure if this firm is a fit for you, you can always purchase a book co-authored by its founder, download their pre-recorded webinar, or sign up for a financial “boot-camp” to learn about some of the strategies they can teach you.
Overall, with their experience, solid advice, and success rate, McGuire Financial Group earns its spot on our list of the best financial advisors in the city.
Pros
- Visual Personal Economic Model simplifies complex concepts
- True Value Plan to assist businesses manage employee benefit plans
- Accredited by the Better Business Bureau with A+ rating
- Conducts financial boot camps for quick financial education
Cons
- Sells financial products that can differ from consultations
- Can be busy with events, making it difficult to schedule consultations
Client Reviews
Christina Smith is a client and one of the many people McGuire Financial Group has helped get back on their feet financially. She writes:
“McGuire helped me so much financially. I’ve learned so much and if I were to ever get into the financial mess I was in before ( I better not!) I would definitely use them again.”
Other clients, like Simon Chin, attend the financial boot-camp instead of scheduling consultations or acquiring financial planning services. He shares:
“Just completed the bootcamp (my first one) and it was a great learning experience. Would recommend to others looking at different ways to manage their finances and how you can build a better system for yourself…Great work!”
8. Jarred Clayton and Melanie Wade of Clayton Financial
| SERVICES | Wealth Creation Strategies, Personal Financial Consulting, Wealth Preservation Strategies, Income Protection, Estate Planning, Financial Portfolio Management, Investment Planning, Insurance Application, Mutual Funds Products, Insurance Products |
| WEBSITE | http://claytonfinancial.ca/ |
| ADDRESS | 203-8003 – 102 St., Edmonton, AB T6E 4A2 |
| CONTACT DETAILS | Phone: (780) 988-1877 Toll-Free: 1-888-988-1877 |
| OPERATING HOURS | Monday to Friday: 8:30 am – 4:30 pm |
Jarrod Clayton had an extensive career in finance spanning over two decades. That was until he decided to open his own company in 2002.
His primary goal is to provide independent advice to help his clients manage their money and reach their financial goals, whether it’s planning investments, protecting their wealth, or making savings grow.
Melanie Wade joined the team as an advisor in 2017, adding over two decades of investment experience to the firm. She is licensed to handle mutual funds and several insurance policies, and is currently attaining her title as a Certified Financial Planner.
Built and based in Edmonton, this firm has been providing residents advice on a variety of situations and needs, turning complicated concepts into simpler ideas they can understand. These include tasks such as portfolio management or consultations regarding their income.
While Clayton Financial may not specialize in helping you protect or plan your business’s financial needs and goals, they are experts in building your personal wealth. They will make sure you stay on course to achieve your financial goals and will help you plan your estate to secure your family’s future.
Aside from your personal wealth management, they also offer Life, Disability, Critical Illness, Extended Care insurance products via their sister company The Link Between.
If you’re looking for Mutual Funds investments, on the other hand, they offer RRSP, RRIF, and open accounts, among many others.
Whether you are scouting for open accounts for mutual funds, looking for insurance products, or simply browsing through portfolio management options, we think Clayton Financial can deliver nearly everything you need.
The only gap we could see was their inability to do business financial planning. Other than that, the firm has earned its spot on our list of the top financial advisors in Edmonton.
Pros
- Excels in managing personal finances
- Personalized attention from a fellow Edmonton resident
- Experienced in handling portfolios and mutual funds
Cons
- Doesn’t handle business financial plans
- Not a Certified Financial Planner
Client Reviews
Clients like Adeel Qureshi often seek advice when it comes to complicated financial investments. He was not disappointed with his experience in Clayton Financial as he writes:
“I booked an appointment with Melanie Wade after meeting with a financial advisor at a larger establishment to get a second opinion. Melanie was extremely courteous, organized and well versed in the world of mutual funds and investments. Melanie went through the investments that I had, explained them all to me and discussed comparable products with me that I can switch to, with a list of pros and cons….It is not often that you find a financial advisor who is willing to spend so much time doing background work, research and basic training on financial planning for an individual who is not yet a client…I have since begun to transfer my RRSP investments over to Melanie and am recommending her to everyone I meet.”
9. Markus Muhs of Muhs Wealth Partners (Canaccord Genuity Wealth Management)
| SERVICES | Wealth & Estate Planning, Investment & Tax Planning, Risk Management, Insurance Planning, Retirement Planning, Business Succession Planning, Education Planning, Cash Flow, Emergency Fund |
| WEBSITE | https://www.muhs.ca/home |
| ADDRESS | Manulife Place #570 10180 – 101 St, Edmonton, Alberta, T5J 3S4 |
| CONTACT DETAILS | Email: [email protected] Phone: (780) 408-1502 Toll Free: 1-877-313-3035 ext. 1502 |
| OPERATING HOURS | Monday to Friday: 10:00 am – 6:00 pm |
Markus Muhs is a certified financial planner and chartered investment manager with over ten decades working in the financial industry. He joined Canaccord Genuity Wealth Management in 2013 and set up his practice in collaboration with the firm.
Muhs Wealth Partners is one of our top financial advisors because of its unique perspective on wealth management. They firmly believe in “planning” your finances as opposed to simply providing you with a “plan”.
With a focus on retaining you as a long-term client and building a relationship, their goal is to see you throughout the entire process of your financial goals. In short, they want you to grow your assets instead of selling you a hot investment.
They are part of an independent wealth management firm, which means they’re not locked into any particular brand or product. This ensures that you’ll have a diverse array of options to manage your cash effectively whether it’s for retirement, insurance, education, or something else.
This firm’s process is heavily collaborative, meaning they’ll even work together with your accountant or lawyer to help implement your financial plan. This will save you a great amount of time and stress, allowing you to focus on more important aspects of your life.
With their cloud-based financial portal, you can also stay constantly updated, track your finances and consult with your advisor from anywhere in the world. You will only review your goals together yearly but you may set up any consultations as needed.
If you’re looking for products or the usual market-beating returns, then you should look somewhere else. Muhs Wealth partners prides itself on its brutal honesty.
Why is that good? Because it indicates they put your financial interests first, even if it’s something you don’t want to hear, which lands them a well-earned spot on our list.
Pros
- Free consultation with no obligation
- Strives for a long-term client relationships
- Cloud based platform for easy online management of financial plan
Cons
- Not accredited with the Better Business Bureau
- Minimum of $300K
Client Reviews
Nicole Konkin, is one of many people that don’t fully understand investing, but through Markus Muhs guidance, was able to achieve her financial dreams. She writes:
“Working with Markus is a great experience! We came into this feeling that we didn’t want to know or understand how it worked to invest, we just wanted it done. After 1 call, Markus made us feel excited, empowered and eager to invest and to take ownership of our future. Not only is he a really good man off the field, he is even better on the field. He is an incredible educator, honest, reliable, a leader in his field and easy to work with. Markus is an invaluable asset and he is a very lucky find! We would choose Markus 100x over.”
Steve Thompson, another client, appreciated the honesty offered at Muhs Wealth Management, which was a breath of fresh air in the industry. He shares:
“In a world of endless financial advice, so many are driven by what’s in their own best interest. But Marcus Muhs is among the most honest, straight shooting men I’ve met, in a generation. It won’t hurt to give him a call.”
10. Matthew Hammond of Sunesis Financial
| SERVICES | Financial Planning, Insurance, Portfolio Management, Private Capital, Insurance Needs Analysis, Tax & Estate Planning |
| WEBSITE | https://sunesisfinancial.com/ |
| ADDRESS | Broadmoor Business Centre #206 2 Athabascan Ave. Sherwood Park, AB T8A 4E3 |
| CONTACT DETAILS | Phone: (780) 974-0872 Email: [email protected] |
| OPERATING HOURS | Monday to Friday: 8:30 am – 4:00 pm |
Founded in 2017 by Matthew Hammond, Sunesis Financial aims to offer families and businesses reliable advice in handling their finances. As a certified financial planner, he has experience in various sectors of the industry, which include teaching, real estate investing, tax accounting, personal budgeting, and financial assessment
Experience is definitely a factor in this situation because not only can he assist you in attaining your financial goals, but he can simplify complicated ideas.
By helping you understand the confusing language behind finances, he helps you gain a better understanding of how to implement your financial plan in your day-to-day activities.
Once you master how to live a financially conscious life, goes the thinking, you can then better predict how major life events can affect your financial plan.
The core of Sunesis Financial’s mission is to focus on financial planning, helping clients attain both their immediate and long-term aspirations. This is achieved by analyzing your savings and investments as well as planning out your estate and budgets.
If you’re looking for a portfolio manager or options for private investments, unfortunately, Sunesis Financial does not provide these services.
Not all is lost, however, since you can ask to be connected to Raintree Financial Solutions where a team of highly capable portfolio managers can handle your account at reasonable rates.
Even if you’re just contemplating hiring a financial advisor and aren’t fully on board just yet, you can always get yourself a free no-obligation consultation at Sunesis Financial.
After going through the initial and general stages of the financial plan together, you can then make your final decision in joining them, which we think you won’t regret.
Pros
- Free no obligation financial consultation
- Collaborates with Raintree Financial Solutions for other services
- Primary focus on personal financial plan
Cons
- Doesn’t handle portfolios or private investments
- Not as experienced as other advisors
Client Reviews
Sean Gursky, just like many other clients, sought the services of Sunesis Financial to check on their financial status. He shares his experience:
“My wife and I approached Matt at Sunesis Financial to review our current investments and ensure we were doing the most with our money. Matt not only provided honest feedback on our current plan but developed a detailed financial strategy that addressed our current and long term goals. We felt more knowledgeable about our investments and were thrilled to be working toward a financial plan. Over the last few months Matt has continued to review and recommend adjustments. Our experience with Sunesis Financial has been fantastic. We have been treated with respect and the team is knowledgeable and professional.”
11. Brian and Gary Dawson of Sterling Wealth Management
| SERVICES | Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Portfolio Analysis, Insurance Analysis |
| WEBSITE | https://www.sterlingwealthmgmt.com/ |
| ADDRESS | Suite 1204 Energy Square 10109 – 106 Street, Edmonton, AB T5J 3L7 |
| CONTACT DETAILS | Phone: (780) 428-7700 Fax: (780) 424-7710 Email: [email protected] |
| OPERATING HOURS | Monday to Friday: 9:00 am – 4:30 pm |
Sterling Wealth Management was established by brothers Brian Dawson and Gary Dawson in 2011. Both are certified financial planners and worked as independent insurance brokers for over two decades before deciding to start their own company.
With their background in insurance, it’s only natural that one of their primary areas of focus is their clients’ futures. They specialize in insurance products, investments, education planning, and estate planning.
Whether you’re starting a new family or are ready to retire, Sterling Wealth Management has plans that will work for you. They recognize that different stages in life require different approaches and they’ll help you navigate them financially.
This firm can also analyze your current portfolio to make sure that you have the correct balance between asset allocation, goals, and risk.
Managing these three aspects is key to their philosophy since they design your portfolio based on your priorities, with hands-on management to optimize your investments.
They can also analyze your current insurance coverage to tripl- check if you’re paying the correct price and have enrolled in the correct type of insurance based on your financial position.
This firm can even assess how much risk you are assuming at the moment financially, and if the compensation you’ll receive in an unfortunate event is justified.
For those who aren’t ready to hire an advisor full-time, Sterling Wealth Management has online financial calculators that can provide a general idea of compound growth rates and how Sterling Wealth Management can help. However, it’s important to take note that these calculators are not perfectly accurate, and are only meant to illustrate an estimate.
Regardless, this family-run firm offers free consultations, so if you’re considering hiring somebody to manage your wealth in Edmonton, this is a good place to start.
Pros
- Family run and operated firm
- Can conduct insurance coverage analysis
- Provides different plans for different stages of life
Cons
- Insurance oriented financial planning
- Only two advisors available
12. High Level Wealth Management
| SERVICES | https://www.highlevelwealth.ca/services/ |
| WEBSITE | https://www.highlevelwealth.ca/ |
| ADDRESS | 11212 99 Avenue NW Edmonton, AB T5K 0G8 |
| CONTACT DETAILS | 780-851-8088 [email protected] |
High Level Wealth Management is a registered portfolio manager that provides clients in the area with a wide range of comprehensive and efficient financial planning services. They help clients and guide them through the entire process to achieve their ideal management approach toward their investments and cash flows, specializing in services such as tax returns and investment management.
We like that their initial consultations are free so that clients can get a quick assessment of their situation as well as a better understanding of their pricing scheme and approach to their services.
Furthermore, their website readily provides informative newsletters and insights to provide interested clients with additional tips and backgrounds on sustainable investment and financial strategies, among other interrelated information.
It should be noted, however, that their management fees are based on the client’s household assets, so clients who want to change their rates should inquire if they accept such changes.
Overall, we strongly recommend them to clients looking for practical and individualized financial advice in their area because of their professional and well-experienced financial specialists, helpful website features, dependable financial advice, and effective strategies.
Pros
- Various online tools available
- Individualized services
- Free initial consultations
Cons
- Rates may be slightly inflexible
FAQs about Financial Advisors
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Now that you’re thinking about your financial goals when you retire, you may also want to consider planning your estate and drafting a will. We’ve got you covered with this list of the best will and estate lawyers in Edmonton to help you out.
