Bilyk Financial takes a sophisticated approach to managing investments, tailoring their strategies precisely to your needs.

Unlike most advisors who start with asset allocation, they begin by analyzing different investment strategies based on returns, volatility, and correlations.

Then, they construct a portfolio that blends these strategies to meet your goals effectively.

They focus not only on traditional stocks and bonds but also explore alternative investments for income generation.

Each portfolio includes a mix of public equities, private equities, fixed-income, real estate, infrastructure, credit, and commodities.

They aim to provide above-average, long-term returns by consistently following their investment philosophy.

Additionally, they make a point to regularly visit each city where their clients are located, ensuring personalized service and satisfaction.

ARC Wealth is a modern financial advisory firm dedicated to helping clients balance their current lifestyle with future financial security. With a focus on minimizing compromise, ARC Wealth simplifies complex financial concepts and strategies, allowing clients to make smarter financial decisions without the stress. They prioritize efficiency by automating processes like monthly contributions and portfolio rebalancing, so clients can focus on what matters most—living their lives.

What sets ARC Wealth apart is their deep understanding of behavioral finance. They help clients break free from bad financial habits, avoiding emotional decisions that can derail long-term goals. With a commitment to low-cost, passive investment strategies, ARC Wealth ensures that every portfolio is tailored to individual risk capacity, not just tolerance. Their proactive monitoring of financial markets and economic trends means that clients stay ahead of the curve and on track to meet their financial goals.

For anyone seeking a financial advisor who goes beyond traditional high-fee services, ARC Wealth offers personalized, data-driven strategies built around proven investment principles. Whether you’re a young professional or planning for retirement, ARC Wealth helps you make the most of your money, without sacrificing your golden years for your retirement. With ARC Wealth, investing is efficient, automated, and built to last.

Moraine Wealth Advisory is a premier financial planning firm based in Calgary, known for its comprehensive wealth management services. With a team of experienced advisors, including Sean Wilson and Amanda Allan, they offer tailored financial solutions that cater to the unique needs of each client. The firm’s core values of trust, integrity, and open communication ensure that clients feel supported and informed throughout their financial journey.

The firm’s commitment to holistic financial planning sets it apart. Moraine Wealth Advisory integrates various aspects of financial life, including investment management, tax planning, estate planning, and risk management, into a cohesive strategy. This approach not only addresses immediate financial goals but also ensures long-term financial health and stability. Their focus on true diversification, utilizing over ten different asset classes, aims to protect clients’ capital while seeking growth.

Another significant strength of Moraine Wealth Advisory is their alignment of interests with clients. By investing in the same strategies they recommend, they demonstrate confidence in their financial advice and a shared commitment to success. Their fee-only model further underscores this alignment, as it ensures that their recommendations are free from conflicts of interest, prioritizing the client’s best interests.

However, there are some potential downsides to consider. The comprehensive nature of their services can result in higher fees, which might be a deterrent for some potential clients. Additionally, their in-depth and detailed approach to financial planning may be overwhelming for those who prefer simpler, more straightforward solutions. The complexity of their strategies requires clients to be actively engaged and informed.

In conclusion, Moraine Wealth Advisory offers a robust and client-focused wealth management service that stands out for its holistic approach and alignment with client interests. 

High Level Wealth Management earns a spot on our list of the best financial advisors in Edmonton because the company’s a registered portfolio manager. What that entails is they can manage the client’s investment portfolio, which can be convenient.

Although they were only founded in 2019, which isn’t a lot of years in the industry, we still included them because of their qualifications. Founder, Kent Akgungor, worked for ten years in the institutional investment industry.

We also found that High Level Wealth Management is a CFA (Chartered Financial Analyst) Chartholder. It means they’ve completed the program and are knowledgeable in investment management.

Their services include financial planning, investment management, and tax returns. While we like their specializations, their offerings are just a tad limited compared to others on our list.

On a good note, we appreciate their incredible approach if you’re looking for a financial advisor. We learned that they take positive elements from robo-advisors and traditional firms to make the best strategies instead of sticking to one solution.

In addition, we like that they don’t stick to standard questionnaires to assess the client’s financial affairs. We appreciate that they do thorough interviews in order to fully understand the financial goals and circumstances.

Plus, we like that their office is open daily, which is pretty unique as other Edmonton financial advisor companies are not. They also have flexible hours and accept evening consultations—convenient!

Dehaan Private Wealth caught our attention because of their qualifications. Clients will get to work with accredited professionals with almost a decade of experience, which we believe can put anyone at ease when it comes to talking about financial goals.

Their financial advisors are also Certified Financial Planners, ensuring they follow the highest standards. Because of this, we also learned that they can cater to both new business owners and high-net-worth individuals.

Another advantage is their wide reach. They don’t just stick to Edmonton but also offer their services to Alberta and other provinces, making them a good choice for clients with investments in other places.

Plus, we appreciate that they offer free financial consultations. However, they mainly stick to online appointments, which is a bummer for clients who prefer face-to-face meetings but an advantage to others due to the flexible hours.

On the bright side, we found that their remote work allows them to accept new clients everyday. That makes them accessible!

As for their services, we like the variety, including full financial planning, investment management, and tax planning. It’s also nice they cater to simple and complex financial goals, which makes them dependable in our books!

Finally, we love Dehaan Private Wealth for their approach. Their clients have praised their financial advisors for being attentive, patient, and honest—qualities that deserve massive points!

For us, IG Wealth Management is a staple in the financial planning industry in Canada. It’s because we were impressed with their experience when they first opened their office in 1926—that’s almost a century!

In 2018, we learned that they rebranded to IG Wealth Management but continued to provide the same level of service. We found they’ve also had clients that stayed with them for years.

Another thing worth highlighting is the awards they’ve received over the years. They earned the CIA Corporate Citizenship Award in 2009 and the Red Cross Power of Humanity Award in 2011.

We were also thrilled to find out that they have three locations in Edmonton, making them an accessible financial advisor to many. It’s also nice that they have a large team, which means they can cater to many clients at once.

Plus, since they have many financial advisors in Edmonton, they can cater to simple and complex financial plans. Many have been with IG Wealth Management for years, which we appreciate since it shows their knowledge.

Another thing worth noting is their wide variety of services, such as investment solutions, retirement planning, estate planning, and cash management.

Plus, we like that they provide a unique portfolio for each client with the best possible financial solutions, depending on the situation. We found that it ensures that the client’s financial goals are discussed thoroughly.

However, being a big company sometimes means higher rates. The clients we surveyed mentioned the high management fees, which makes them not as accessible to Edmontonians as we’d like.

One of our top financial advisors in Edmonton is Cornerstone Insurance Brokers Ltd. Their years in the industry are impressive—it’s 90 years!

But the thing is, they’re not solely a financial advisor business as they mostly work as insurance brokers. Sure, it’s a setback but we don’t mind too much because they offer financial planning services.

We like that they offer full financial planning services, including retirement planning, income protection, estate planning, and savings and cash flow management.

It’s also nice that they don’t sell insurance, which we found reduces the risk of sales pitches. Instead, they can buy it on behalf of the client since they have insurance brokers on the team.

Cornerstone Insurance Brokers Ltd. focuses on advising individuals and families. While we think that’s an advantage for many Edmonton residents, it is a setback for large businesses, like corporations.

One more thing we appreciate is that their financial advisor is also a Certified Financial Planner. In our eyes, that’s a massive advantage because it adds to the expertise and knowledge.

Speaking of accessibility, we were happy to learn that they offer in-person and virtual appointments. It’s an advantage for busy clients since there’s no need to drive to their office and brave the traffic.