Karsten SturmaySometimes, a little help managing our finances is what we need. If that’s how you feel yourself, here are the best financial planners in Edmonton to help you track our expenses, investments, loans, and so much more.
If you’re wondering how we selected these as the best financial planners in Edmonton, they were suggested by both residents and businesses, and we evaluated recommended firms for the ones with most positive reviews and the best services.
Anyway, that’s how we know your budgeting plans will improve under their care. Here they are:
1. Badger Investment Group
| BEST FOR | Wealth Management |
| PRODUCTS | 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] |
| OPERATING HOURS | By appointment |
First on our list of the best financial planners in Edmonton is Badger Investment Group (“BIG”). The lead portfolio manager, Geoff Badger, has over 27+ years of experience in the industry.
Badger Investment Group is a well-known company in the area of wealth management and financial planning. They are committed to offer the services for their clients, which also include legacy planning, capital markets, retirement planning, and insurance planning.
BIG’s main differentiator from other financial planners is their focus on legacy planning. According to NASDAQ, 70% of families lose their wealth by the second generation. At BIG, financial planning goes much deeper than the typical “financial planning”. BIG focus on a family’s legacy plan that goes beyond the current generation. BIG believe families represent one of the most grassroots and powerful social systems to effect positive change in the world. Facilitating this positive change one family at a time is our core vision at Badger Investment Group (“BIG”). The main goal of facilitating positive social change in this system is to help families function better as a unit and, in turn, increase their positive influence on the family enterprise system in which they operate. By improving their ability to communicate, aligning family decision-making with shared common values, and actively cultivating leadership to steward their human, intellectual and financial assets, we believe we can lower the 70% number above. All financial and legacy plans are complimentary for all clients.
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.
Highlights
- Offers holistic wealth management services
- Accommodates clients from all walks of life but focuses on high-net-worth clients (to maintain superior level of customer service)
- Focuses on helping clients achieve multi-generational success
2. 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 is known for their long-lasting customer relations and tailored services. They’re one of the best financial planners in Edmonton, boasting a 99% client retention rate and more than five decades of experience in the industry.
One of the best things about them is that you’re guaranteed to see results when you invest with them. After all, they’re partnered with Aligned Capital Partners and backed by the National Bank Independent Network (NBIN).
Another thing we loved about Bilyk Financial is their process-oriented approach, which enables them to yield consistent results for their clients. They can even help you develop a tax strategy that works well with your financial plans and goals.
However, we believe they can still expand their service offerings with the inclusion of debt-related solutions.
Overall though, we highly recommend Bilyk Financial. They’re very transparent about the fees they collect, and they have a lot of long-term satisfied clients, which proves the excellent quality of services they provide.
Highlights
- Excellent customer service
- 99% client retention rate
- Process-oriented solutions
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
3. Timothy Weber
| BEST FOR | Financial Planning |
| PRODUCTS | https://www.solomonfinancial.ca/; https://timothy-weber.business.site/ |
| WEBSITE | https://www.solomonfinancial.ca/; https://timothy-weber.business.site/ |
| ADDRESS | Office Space: 5227 55 Ave. NW Unit 306, Edmonton, AB T6B 3V1 Home Address (For Mailing): 6052 106 ST NW Edmonton AB T6H 2T7 |
| CONTACT DETAILS | (780)-999-9995 | [email protected] |
| OPERATING HOURS | 9:00 am – 5:00 pm (Mon-Fri) |
Next on our list of the best financial planners in Edmonton is Timothy Weber. Bringing superior financial advice to clientele, he also specializes in tax and estate planning, securities, insurance protection, investment lending and business succession.
He helps clients make well-informed decisions for long-term money management. This is one of the main reasons he’s one of the best financial planners in Edmonton.
Highlights
- Certified Financial Planner
- Free personal financial review
- Vue Weekly Best of Edmonton Investment Firm from 2018
- Helps reach your financial goals
Customer Reviews
A lot of people approve of their services, just see:
“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
4. Moraine Wealth Advisory
| BEST FOR | Holistic advice that aligns with your goals and values |
| PRODUCTS | 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 |
| OPERATING HOURS | Monday – Friday: 8:30 am – 4:00 pm |
Moraine Wealth Advisory, located in Calgary, offers a wealth management service that transcends traditional investment advice, focusing on comprehensive solutions tailored to individual needs. Their team, led by seasoned professionals like Sean Wilson and Amanda Allan, emphasizes a holistic approach to financial planning. With a foundation built on trust, integrity, and effective communication, Moraine Wealth Advisory aims to provide clarity and confidence in their clients’ financial journeys.
One of the standout features of Moraine Wealth Advisory is their dedication to true diversification and risk management. They employ a strategy that includes over ten different asset classes, designed to protect capital while ensuring growth that outpaces inflation. This careful and methodical approach to portfolio construction highlights their commitment to minimizing risks and maximizing returns for their clients.
Furthermore, the firm’s alignment with client interests is a significant advantage. By investing in the same strategies they recommend, Moraine Wealth Advisory demonstrates a strong commitment to shared success. Their fee-only structure ensures that their advice is unbiased and focused solely on the clients’ best interests. Additionally, their high standards of fiduciary duty and transparent reporting practices foster trust and reliability.
However, potential clients should be aware of some drawbacks when considering Moraine Wealth Advisory. The extensive and detailed nature of their services can lead to higher fees, which may be a barrier for some individuals. Additionally, the comprehensive and multifaceted approach to financial planning might be too intricate for those who prefer straightforward, less complex solutions.
In summary, Moraine Wealth Advisory offers a thorough and client-centric wealth management service that extends beyond mere investment advice. Their focus on diversification, alignment with client interests, and high ethical standards make them a compelling choice for those seeking comprehensive financial planning.
Highlights
- Dedication to true diversification and risk management
- Alignment with clients through shared investment strategies
- Fee-only structure ensuring unbiased advice
- High standards of fiduciary duty
Customer Reviews
Here are some reviews from their clients:
“I’ve worked with Sean and Amanda for a long time now and will continue in my retirement stage of life. I truly enjoy working with this team, from planning my initial investment strategies, maintaining my investment portfolio and now helping me plan for retirement. It’s always a pleasure to hear from Sean and his team!”
“Sean and his team have been instrumental in providing exemplary assistance as I navigate the transition to a new stage in my life. Sean has devoted time to guarantee my complete comprehension of every element related to my investment portfolio. I am immensely thankful for his steadfast commitment to understanding my individual needs and his attention to detail regarding my financial affairs, both of which have been vital laying a solid foundation for my forthcoming retirement.”
5. 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) |
There are several types of services this company can help you with, ranging from debt relief to financial planning and mortgage refinancing. They provide planning for future investments and retirement plans as well.
Aside from Edmonton, McGuire Financial Group also presents their financial planning prowess to different areas such as Toronto, Calgary, Jasper, Winnipeg, Saskatoon, Vancouver and Victoria.
Their well-informed advice in matters of finance makes them one of the best financial planners 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
6. Clayton Financial
| BEST FOR | Financial management |
| PRODUCTS | http://claytonfinancial.ca/ |
| 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. They have comprehensive financial consulting solutions that are customised to suit your financial needs and plans.
Their area of expertise is personal finance, and due to this, they can provide consultation on almost anything regarding this area.
With them being one of the best financial planners in Edmonton, your personal finance plans will be well-accounted and cared for under them.
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
7. Red Seal Financial
| BEST FOR | Financial Management |
| PRODUCTS | https://www.redsealfinancial.com |
| WEBSITE | https://www.redsealfinancial.com |
| ADDRESS | 10319 111 Street NW Suite 205 Edmonton, AB T5K 0A2 |
| CONTACT DETAILS | +1-780-906-5487 | [email protected] |
| OPERATING HOURS | 9:00 am – 5:00 pm (Mon-Fri) |
Run by excellent financial advisors, Red Seal offers services to both individuals and businesses. With their unique mix of financial products for every situation, it’s guaranteed you’ll be getting one that suits your needs.
With their dedication to unique solutions for different sets of circumstances, this makes them a great contender for the title of “the best financial planners in Edmonton”.
Highlights
- Multiple insurances available
- Certified Financial Planners
8. First Foundation
| BEST FOR | Financial Management |
| PRODUCTS | https://www.firstfoundation.ca |
| WEBSITE | https://www.firstfoundation.ca |
| ADDRESS | 7473 101 Ave. NW Edmonton, AB T6A 3Z5 |
| CONTACT DETAILS | (587) 404-4748 |
| OPERATING HOURS | 9:00 am – 5:00 pm (Mon-Fri) 10:00 am – 4:00 pm (Sat) |
First Foundation’s claim to fame is helping you protect your assets as well helping your net worth increase. They’re both a licensed mortgage brokerage and an independent insurance brokerage, backed by several insurance companies.
Their commitment to amazing services for their clients is why they’re one of the best financial planners in Edmonton. Take a look at their services and you’ll see it for yourself!
Highlights
- Accepts credit, debit cards
- Has insurance backers
- Several services for multiple needs
9. Metro Financial Planning
| BEST FOR | |
| PRODUCTS | http://www.metrofinancialplanning.com/services/ |
| WEBSITE | http://www.metrofinancialplanning.com/ www.facebook.com/MetroFinancialPlanning |
| ADDRESS | 200, 17510 – 102 Ave, Edmonton AB, T5S-1K2 |
| CONTACT DETAILS | office#: 780.485.3002 fax#: 780.665.7114 email: [email protected] |
| OPERATING HOURS | 8:00 am – 9:00 pm (Mondays to Fridays) |
Metro Financial Planning is a firm whose mission is to provide the best quality service to all of their clients at all times.
One of their main goals is to educate people on the intricacies of finances and insurance, as a means to ensure that their clients will have an easier time understanding the deals that they’re getting into. Given this, it’s not at all surprising that their customer service is as great as they come.
Aside from education, they also help their clients avail a slew of personal financial and insurance products. Some to note are Registered Retirement Savings Plan (RRSP), Life Insurance, Health and Dental Plans, and Share Holder Agreements.
Highlights
- FREE services to our clients
- Personal financial products
- Personal insurance products
- Financial education
- Corporate planning
- Self-employed and business planning
- Group benefits
Customer Reviews
Here’s what customers are saying about them:
“I have been meeting with Scott for over a year now and he’s helped me get started towards my goals. He’s knowledgeable and passes that knowledge on to his clients and makes sure that you completely understand what you’re doing and how you’re money can work better for you. I highly recommend Metro Financial Planning Inc.”
-Phillip Heyes, Google Reviews
“I have grown to really appreciate Scott over the years he’s been assisting me with my financial plans. He has shown me ways to make my money work more efficiently for me in order to provide me with a solid plan to reach my retirement goals. He has shown a genuine interest in providing options that are best suited to my personal financial situation and ensures that I understand them. He conducts himself in a very personable, professional manner and I highly recommend him to anyone who is looking for financial guidance.
This spring I also had the opportunity to work with Chad who assisted me with my tax return. He was easy to work with, knowledgeable, quick and efficient. I had an unusual situation that I wasn’t managing to find resolution for and Chad went above and beyond to work through the muddle with me and the results were better than I could have imagined.”
-Ginny Howatt, Google Reviews
10. 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 | [email protected] |
| 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
11. High Level Wealth Management
| BEST FOR | Evidence-based Investment Management |
| PRODUCTS | 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] |
| OPERATING HOURS | Monday: 9:00 AM – 9:00 PM Tuesday: 9:00 AM – 9:00 PM Wednesday: 9:00 AM – 9:00 PM Thursday: 9:00 AM – 9:00 PM Friday: 9:00 AM – 9:00 PM Saturday: 10:00 AM – 5:00 PM Sunday: 10:00 AM – 5:00 PM |
High Level Wealth Management is a registered portfolio manager that offers a wide range of comprehensive and efficient financial planning services to clients in the area. Specializing in services such as tax returns and investment management, they help clients and guide them through the whole process to attain their ideal management approach toward their investments and cash flows.
We like that their introductory appointments are free so that clients can get a brief assessment of their situation and a firmer grasp of their pricing scheme and approach to their services.
Furthermore, their website readily offers informative newsletters and insights to provide interested clients with more tips and backgrounds regarding sustainable investment and financial strategies among much other interrelated information.
Though note that their management fees are in accordance with the client’s household assets clients who would like changes regarding their rates may need to inquire if they entertain such changes.
Overall, with their professional and well-experienced financial specialists, helpful website features, reliable financial advice, and effective strategies, we highly recommend them to clients who are looking for practical and individualized financial advice near them.
Highlights
- Free introductory appointments
- Well-experienced personnel
- Strategies are well-founded and researched
These best financial planners in Edmonton will help fix your assets in the long run, so you’re secured for a rainy day.
Are there any great financial planners that we missed, though? Send us a message and we’ll update the article promptly.
And if you ever need an accountant to calculate your expenses head over to our list of the best accountants in Edmonton to help you with that. This way, you should have all of your financial affairs in order quickly!
