The 6 Best Financial Advisors in Edmonton

Best Financial Advisors in Edmonton

By Ethan Cote

Dealing with finances is usually overwhelming. Luckily for you, getting one of the best financial advisors in Edmonton will make sorting out your finances a breeze.

Whether coaching you on how to properly make a budget, or giving you great suggestions for investments, the best financial advisors in Edmonton are able to offer the best advice on money. That’s why it can help to be in touch with them.

At any rate, if you want to know who these advisors are, read on!

1.  Ron Graham and Associates

Ron Graham and Associates' Logo
(Source:Ron Graham and Associates)
BEST FOR  Financial Services and Advice
PRODUCTS http://rgafinancial.com/services/
WEBSITE http://rgafinancial.com/
ADDRESS 100, 10585 – 111 Street Edmonton, Alberta T5H 3E8
CONTACT DETAILS 780-429-6775
OPERATING HOURS N/A

First in our list of best financial advisors in Edmonton is Ron Graham and Associates.

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 is easy to understand and has helped thousands of clients achieve the results they want. It’s one of the things that has made them so popular.

Highlights

  • Six-step financial process.
  • Estate planning available
  • Risk planning available

 

2.  Timothy Weber

Timothy Weber's Logo
(Source: Timothy Weber)
BEST FOR  Financial Planning
PRODUCTS https://advisor.investorsgroup.com/en/tim_weber
WEBSITE https://advisor.investorsgroup.com/en/tim_weber
ADDRESS 10060 Jasper Avenue, #2400, Edmonton, AB T5J 3R8
CONTACT DETAILS (740) 448-1988 | timothyweber.ca
OPERATING HOURS 9:00 am – 5:00 pm (Mon-Fri)

Timothy Weber specializes in tax and estate planning, securities, investment lending, business succession, and insurance protection. Several clients have looked up to his financial advice for years, helping them maintain and manage their wealth.

Long-term money management is the main goal for wealth maintenance, and he helps his clients successfully achieve that. This is one of the main reasons he’s one of the best financial advisors in Edmonton.

Highlights

  • Free personal financial review
  • Vue Weekly Best of Edmonton Investment Firm from 2018
  • Helps reach your financial goals

Customer Reviews

These reviews are proof of their great work:

I’ve been diligently working on improving my financial situation for some years now, and I met with Tim with a few specific things in mind regarding my long-term wealth and insurance plans. He helped me with a number of thoughts, explained the benefits and drawbacks of the various products available to me, and armed me with the knowledge I needed to make an informed decision.

—Anon, Testimonials

Tim Weber is a fantastic financial planner; he has provided me with a massive amount of helpful advice and information over the time I’ve worked with him. I have recommended his services to many friends and family and will continue to do so. I would suggest if you are in need of financial planning services Tim is the way to go.

—Anon, Testimonials

 

3.  McGuire Financial Group

Mcguire Financial Group's Logo
(Source:Mcguire Financial Group)
BEST FOR  Financial Services
PRODUCTS https://mcguirefinancial.ca/financial-services/
WEBSITE https://mcguirefinancial.ca/
ADDRESS 8824-51 Avenue Edmonton, AB T6E5E8
CONTACT DETAILS 780.462.1289
OPERATING HOURS 9:00 am – 5:00 pm (Mon-Fri)

Aside from Edmonton, McGuire Financial Group works in different areas of Canada, from Toronto to Winnipeg. They have a broad range of financial services for their clientele, including debt relief, financial planning, mortgage refinancing, budgeting, and so much more.

Aside from those, they also have wealth and tax planning, future investments, and retirement plans. With their extensive experience in financial matters, this makes them one of the best financial advisors in Edmonton.

Highlights

  • 15 years’ experience
  • Unique network of partners
  • Better Business Bureau accredited

Customer Reviews 

Here’s what customers are saying about them:

I encourage you to attend one or more of their boot camps. They are very educating and help you make more informed decisions financially. Their infinite banking concept will make you think more differently and be in control of your own assets, not the banks!

—Anon, Testimonials

Very helpful in helping me to resolve my debt and very attentive whenever I had questions or concerns.

—Anon, Testimonials

 

4.  Clayton Financial

Clayton Financial's Logo
(Source: Clayton Financial)
BEST FOR  Financial management
PRODUCTS http://claytonfinancial.ca/services/
WEBSITE http://claytonfinancial.ca
ADDRESS 203-8003 – 102 St. Edmonton, AB T6E 4A2
CONTACT DETAILS (780) 988-1877
OPERATING HOURS 8:30 am – 4:30 pm (Mon-Fri)

Clayton Financial specializes in money management. Whether you’d want to plan your investments, protect your wealth through insurance, or make savings grow, they’re here to provide topnotch coaching for financial management.

Anything and everything about financial matters is on the table for them. This is why clients go to them again and again for financial advice — because they’re just that good.

As one of the best financial advisors in Edmonton, they guarantee your financial planning will be thorough and well done.

Highlights

  • Great in personal finances
  • Client focused
  • Great value and quality

Customer Reviews

Here’s what customers are saying about them:

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. I have since begun to transfer my RRSP investments over to Melanie and am recommending her to everyone I meet.

—Anon, Testimonials

 

5.  Muhs Wealth Partners

Muhs Wealth Partners' Logo
(Source: Muhs Wealth Partners)
BEST FOR  Financial Advice
PRODUCTS https://www.muhs.ca/home
WEBSITE https://www.muhs.ca/home
ADDRESS Manulife Place #570 10180 – 101 St Edmonton, ABT5J 3S4
CONTACT DETAILS 780.408.1502 | mmuhs@cgf.com
OPERATING HOURS N/A

And now, next in our list of the best financial advisors in Edmonton is Muhs Wealth Partners.

Muhs Wealth Partners helps you build a comprehensive financial plan for your budget, ensuring that you’ll be able to manage your cash whether it’s for retirement, insurance, education, or something else.

Their process is heavily collaborative, as well as implementations-based. They help you take control of your own money, and help you make smarter financial decisions.

With their updated monitoring system, it’s easier for you to track your finances too.

Highlights

  • Newsletter available
  • Free consultation
  • Tracker apps to help you

 

6. Sunesis Financial

Sunesis Financial

(Source: Sunesis Financial)

BEST FOR  Financial Advice
PRODUCTS https://sunesisfinancial.com/services/
WEBSITE https://sunesisfinancial.com/
ADDRESS Broadmoor Business Centre #206 – 2 Athabascan Ave. Sherwood Park, AB T8A 4E3
CONTACT DETAILS 780-974-0872 | mhammond@sunesisfinancial.com
OPERATING HOURS 8:30 am – 4:00 pm (Mon-Fri)

Sunesis Financial is a financial advisory firm that offers Edmonton and areas a place to receive proactive and trusted financial advice throughout all stages of their lives. They serves all their clients with the same level of integrity, honesty, and sincerity regardless of asset-level.

Their team sets themselves apart from other financial advisory firms by proactively engaging our clients through a financial plan. They have found that many advisors don’t offer their client’s a financial plan unless it’s specifically requested.

Highlights

  • Puts your needs first
  • Focused, loyal, and compassionate
  • Free financial consultation

 

These best financial advisors in Edmonton will help with financial matters and managing your cash. Locals have been recommending their services for years.

Are there any services that we missed, though? Send us a message and we’ll update the article promptly.

And if you need a more comprehensive list, here’s a list of the best financial services in Edmonton to aid you in money matters. Between those and the advisors on this list, you should be able to get your finances under control.

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