By Oliver Tremblay
Sometimes, 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. RT Mosaic Wealth Management Ltd.
| BEST FOR | Professional Portfolio Management Custom Financial Planning |
| PRODUCTS | Financial Planning with Portfolio Management Retirement Planning Tax Minimization Strategies Estate Planning Insurance Analysis Education Planning Cash Flow/Debt Management |
| WEBSITE | https://www.edmontonfinancialplanner.ca/ |
| ADDRESS | Alberta Office |
| CONTACT DETAILS | (403) 457-3285 | [email protected] |
| OPERATING HOURS | Contact them for more information |
The Edmonton Financial Planner is an independent financial planner whose goal is to provide unbiased financial plans in conjunction with professional portfolio management that will serve you well. They create the best investment solutions thanks to their objective approach to portfolio management.
It is primarily run by David Miller, a financial planner with more than 15 years of experience in the industry. Combined with his team, they have over 50+ years of shared experience. David is a Certified Financial Planner and Registered Financial Planner, which speaks volumes about his skill.
If you decide to hire his services, you can count on receiving advanced financial advice that is not only effective, but also simple and easy to understand. This transparent approach to financial planning helps even beginners understand and track their financial goals more easily.
The Edmonton Financial Planner also works with an expert wealth management team called Cardinal Point Wealth Management (www.cardinalpointwealth.com). With their combined expertise, they can assist any client with portfolio management and financial planning while delivering reliable and honest results
Highlights
- 2019, 2021 and 2022 “Finalist -Multi-Service Advisory Team of the Year” (Wealth Professional Awards)
- Certified Financial Planner and Registered Financial Planner
- Fee-Only/Fee-for-Service Financial Planner
- Provides transparent and unbiased solutions
- Creates custom portfolio’s and unique financial plans
- Been in the industry for more than 50 years
- Client focused approach
- Manages Private Individual / Investor
- Has no minimum for institutional clients
- Competitive fees
- Receives no 3rd party compensation
Customer Reviews
It is evident from these reviews that they truly provide top of the notch services:
“We have dealt with David for several years. In fact, we sought him out after he left a banking institution to complete his final R.F.P. certification. David cares about people at a personal and financial level. He has taken the time to really get to know us and our personal retirement dreams and goals. We feel he sees us in 3D, not just as bank accounts. David’s focus is always on how he can help us do what we want to do. As a result, we are enjoying our retirement! David is well prepared, conscientious, open to ideas and is very accessible. We value his advice, consul and sense of humour. David is an all around nice guy who just happens to be a financial planner too!” – Cam & Susanne
“We moved over to Cardinal Point recently from one of the large institutions. We were blown away by the service. It was not only the savings and retirement goals and associated planning but the cash flow and budgeting, insurance, estate planning, and tax planning recommendations. We liked that this was all unbiased and honest advice. As Cardinal Point doesn’t sell any products, they are in it so that you can make the most out of your money. We had the opportunity to sit down and review the plan that was developed specifically for us, not just investors like us or the group we might fit into. This gave us a better understanding than we ever had about where we are invested and why we are invested there. We wish we had made this decision earlier and recommend taking the time to sit down and talk to Cardinal Point about what they can do for you.” – Eric & Viki
3. Timothy Weber
| BEST FOR | Financial Planning |
| PRODUCTS | http://www.timothyweber.ca/ |
| WEBSITE | http://www.timothyweber.ca/ |
| ADDRESS | 10060 Jasper Avenue, #2400, Edmonton, AB T5J 3R8 |
| CONTACT DETAILS | (780) 448-1988 | [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. 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
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 | https://mcguirefinancial.ca/financial-services/ |
| WEBSITE | https://mcguirefinancial.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/
|
| 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!
