Categories > Insurance

The 5 Firms With Trusted Financial Planners In Edmonton

The 6 Firms with Trusted Financial Planners in Edmonton

Qualifications - We evaluated the credentials of the financial planners in Edmonton to ensure you're getting licensed professionals.

Experience - We looked into the qualifying experience to ensure they have the right expertise and knowledge for long-term financial goals.

Services - We gauged the performance and the service areas they offer for convenience and flexibility.

Customer Service - We looked into the communication and working relationship they've built with clients, especially when handling conflicts of interest.

1. Canaccord Genuity

Screenshot

Services: Investment Advice, Client Services, and Portfolio Management

Website: https://badgerinvestmentgroup.com/

Address: Manulife Place, Suite 570 Edmonton, Alberta T5J 3S4, Canada

Contact Details:

Phone:  780.408.1740
Email: [email protected]

Operating Hours: Monday – Friday: 9:00 AM – 5 PM

Google reviews score5/5
TrustAnalytica reviews score5/5
NiceLocal reviews score 5/5
Total reviews5/5
Score consistency 5/5
Qualifications5/5
Certifications5/5
Scope of expertise5/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling5/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Process-oriented approach
  • Reasonable pricing
  • Offers free financial consultation

Cons

  • Busy during peak days so book ahead of time

Our experience with Canaccord Genuity was exceptional, as they provided top-notch financial planning services tailored to our needs. The quality of their services was evident in their comprehensive approach to managing our finances, offering personalized advice and strategies to help us achieve our financial goals. Their team of experienced professionals demonstrated expertise and dedication, instilling confidence in their ability to guide us towards financial success.

Transitioning to efficiency, Canaccord Genuity excelled in delivering timely and effective financial solutions. Their streamlined process ensured that our financial plans were promptly implemented, maximizing our opportunities for growth and wealth accumulation. Their efficient approach to financial planning maximized our time and resources, allowing us to make informed decisions with confidence.

In terms of affordability, Canaccord Genuity offers competitive pricing options without compromising on the quality of their services. Their transparent fee structure and customized service packages made financial planning accessible to individuals from diverse financial backgrounds. The value we received for the price paid reaffirmed our decision to entrust Canaccord Genuity with our financial future.

Moreover, Canaccord Genuity’s facilities were modern, well-equipped, and designed to provide a comfortable and conducive environment for financial consultations. Their offices were conveniently located and equipped with state-of-the-art technology to facilitate efficient communication and collaboration. Additionally, their friendly and knowledgeable staff provided excellent customer service, making us feel valued and supported throughout our financial planning journey.

In summary, Canaccord Genuity sets the standard for excellence in financial planning, excelling in quality, efficiency, affordability, and facilities. Their commitment to providing exceptional service makes them a trusted partner for anyone seeking professional financial advice and guidance.

2. Bilyk Financial

Services: Summary of services, investment management, insurance, legacy planning, risk management, tax planning, and group benefits

Website: https://bilykfinancial.com/

Address: 4769 50 Ave, Vegreville, AB T9C 1L1, Canada

Contact Details: [email protected]; 780-632-6770

Operating Hours: Monday – Friday: 9:00 AM – 5 PM

Google reviews score5/5
TrustAnalytica reviews score5/5
NiceLocal reviews score 5/5
Total reviews5/5
Score consistency 5/5
Qualifications5/5
Certifications5/5
Scope of expertise5/5
Track record5/5
Financial strategy5/5
Effectiveness5/5
Approach5/5
Availability and scheduling5/5
Client support5/5
Price (A higher score means better value)5/5

Pros

  • Process-oriented approach
  • 50 years of experience
  • Offers free financial consultation

Cons

  • Requires a call or appointment for more information

Bilyk Financial brings over 50 years of financial expertise to Winnipeg and its neighboring communities. They excel at keeping clients informed and offering tailored solutions for financial growth and tax optimization.

Their approach stands out for its thorough analysis of investment options, ensuring each client receives a personalized plan suited to their goals. From stocks to real estate, they prioritize investments that align with individual needs and risk tolerance.

Bilyk Financial’s strategy focuses on long-term wealth accumulation, leveraging their deep understanding of financial trends to guide clients towards smart decisions. Their dedication to client satisfaction is evident in the long-lasting relationships they build.

Clients appreciate Bilyk Financial’s commitment to providing expert advice and ongoing support. With their guidance, clients navigate the complexities of finance with confidence, knowing they have a trusted partner by their side.

Bilyk Financial offers seasoned expertise, personalized solutions, and unwavering support to help clients achieve their financial aspirations.

3. McGuire Financial Group

McGuire Financial Group's Homepage

Services: Financial planning, retirement planning, wealth planning, debt strategy, insurance needs, etc.

Website: https://mcguirefinancial.ca/

Address: 6030-88 St #210. Edmonton AB T6E 6G4

Contact Details: 780-462-1289, 1-877-364-8204

Office Hours: Monday-Friday: 9:00 am-5:00 pm

Google Reviews4.7/5
Trust Analytica Reviews4.6/5
Total Score5/5
Score Consistency4.6/5
Qualifications5/5
Experience5/5
Services 5/5
Performance5/5
Range of Services5/5
Customer Service5/5
Communication4/5
Working Relationship5/5

Pros

  • BBB-accredited business
  • Offers various financial services
  • Has complimentary sessions
  • Provides free webinars
  • Informative and simplified sessions

Cons

  • Higher fees
  • Unavailable on weekends

Since 2004, McGuire Financial Group has provided services to clients from British Columbia to Nova Scotia. It specialises in using a unique approach for any financial solution.

As a BBB-accredited business, we find that many people can trust their service. If there are conflicts, BBB can offer help in finding a resolution.

One of the things we appreciate is the complimentary consultation they offer. It’s also great that you can have a one-on-one session with a Certified Financial Planner.

Additionally, they offer a 30-minute consultation for financial planning. They can pinpoint the best solution for their clients, which we found essential and helpful.

Further, they offer various services for individuals, entrepreneurs, or professionals. And we’re impressed with the service variety, too, because there’s a tonne!

One of the perks McGuire Financial Group offers for Canadians is the webinar. We were quite impressed because this is free and can help you learn to utilise your money.

Many clients complimented the group for their informative sessions too. We were glad to hear this because financial planning can be confusing for some.

Moreover, the financial planners were great at simplifying their explanations. Their sessions were concise and informative, and we think this can be helpful for beginners.

We also think it’s commendable that clients in bad financial situations were able to get back on their feet because of McGuire’s help.

On the downside, they’re unavailable on weekends. So, financial solutions will need to grab a weekday from your schedule.

We were also a bit dissatisfied to hear that McGuire Financial Group rates were higher than other services some clients talked with.

4. Blackburn Davis Financial

Blackburn Davis Financial's Homepage

Services:  Financial planning, estate planning, retirement planning, business planning, tax planning, risk management

Website: https://blackburndavisfinancial.ca/

Address: 7345 Roper Road NW, Edmonton, AB T6E 0W4

Contact Details: 780-490-4200, 1-866-625-2686

Office Hours: Monday-Friday: 8:00 am-4:30 pm

Google Reviews4.8/5
Total Score4/5
Score Consistency4.8/5
Qualifications5/5
Experience5/5
Services 5/5
Performance5/5
Range of Services5/5
Customer Service5/5
Communication5/5
Working Relationship5/5

Pros

  • Open since the 1960s
  • Has earned loyal clients
  • Accepts virtual meetings
  • Provides a consistent service

Cons

  • Unavailable on weekends
  • Can improve booking system

Blackburn Davis Financial started as an insurance agency in Edmonton in the 1960s. Over the years, it has expanded its services and now takes clients across Western Canada.

Despite that, its mission has stayed the same regarding client assistance. Upon checking out their services, we found that its staff made sure to provide a convenient and efficient service.

One of the things we like is that all advisors in the company are certified in their own fields. This helps with the expertise and trustworthy service that clients are looking for.

Remarkably, they keep in mind the financial predictability to ensure each client will have proper plans for the future. On top of that, they make customised solutions based on the client’s monetary goals – a plus for personalised service!

We also like the variety of services of Blackburn Davis Financial. Aside from financial planning, they also have estate and retirement planning.

We like how these additional services will provide their clients with a system to take care of themselves after retirement. To add, this can give them the stability of a comfortable future.

In fact, they’ve earned the trust of loyal clients. Some have been with them for years because of their consistent service.

Also, their high standards of service was satisfying to hear. When hiring one of Edmonton’s top financial planners, we believe a solid reputation is key.

However, you may have to take some time off because they’re closed on weekends. On the upside, we appreciate they have virtual meetings if you live far away.

On this note, we’re just a bit disappointed about their booking system, which involves a lot of back-and-forth communication. We believe having a better system in place will be advantageous for people on tight schedules.

5. Red Seal Financial

Red Seal Financial's Homepage

Services: Financial planning, personal planning, wills and estate planning, life insurance, disability insurance, savings and investments, etc.

Website: https://redsealfinancial.com/

Address: 520-11150 Jasper Ave NW
Edmonton, AB T5K 0C7

Contact Details: 780-906-5487 ext. 2, 780-498-0341

Office Hours: Monday-Friday: 9:00 am-5:00 pm

Google Reviews5/5
Trust Analytica Reviews5/5
Total Score4/5
Score Consistency5/5
Qualifications5/5
Experience5/5
Services 5/5
Performance5/5
Range of Services5/5
Customer Service5/5
Communication5/5
Working Relationship5/5

Pros

  • Wide range of services
  • Uses fee-for-service option
  • Transparent fees and no hidden charges
  • Has a solid reputation

Cons

  • Not available on weekends
  • Limited number of financial planners

Dawn Vader, the founder of Red Seal Financial, opened the company in 2013 in Edmonton. It offers full services for individuals and business owners.

We appreciate that they offer various services, from individual financial planning to business accounting. With these choices, you won’t have to look for other companies for extra services you might need.

It’s worth mentioning that they offer a fee-for-service. Conveniently, the financial planners get paid per service instead of by commission.

From our viewpoint, this setup provides transparency because you won’t worry about hidden charges. Moreover, this can avoid conflicts of interest on products they’ll offer.

Besides that, they’re quite confident their clients will reach their financial goals through a specialised plan. They will also give several options to find the best-suited one based on varied goals and funding.

Some people get overwhelmed about financial decisions, that’s why designed services are great. Also, we find that simplifying plans are convenient for clients.

In fact, the clients we surveyed liked their services and approach. They’ve even continued to hire Red Seal Financial.

Because of those aspects, we find their trustworthiness worth highlighting. This reputation can help in earning more clients, too.

Our main concern is they have a small team. Currently, there are only two financial planners.

As a result, hiring them during busy months may prove difficult. Since they’re closed on weekends, scheduling conflicts may happen.

6. Muhs Wealth Partners

Muhs Wealth Partners' Homepage

Services: Financial planning

Website: https://muhs.ca/

Address: 10180 – 101 Street, Suite 570, Edmonton, AB T5J 3S4

Contact Details: 780-408-1502, [email protected]

Office Hours: Monday-Friday: 10:00 am-6:00 pm

Google Reviews5/5
Yably Reviews5/5
Total Score3/5
Score Consistency5/5
Qualifications5/5
Experience5/5
Services 4/5
Performance5/5
Range of Services3/5
Customer Service5/5
Communication5/5
Working Relationship5/5

Pros

  • Specialises in financial planning
  • Provides a financial calculator
  • No sales pitch
  • Has a wide service area

Cons

  • Closed on weekends
  • Limited services

Muhs Wealth Partners is a boutique wealth management firm, providing solutions for each client. It accepts clients from anywhere in Alberta, British Columbia, and Ontario.

Consequently, remote meetings are available for financial planning sessions. We like this because it provides convenience — great for out-of-town and busy clients!

You should know that Muhs Wealth Partners focus on financial planning. And while that’s great, it does restrict clients who need other financial help.

On a good note, they’ve partnered with insurance agencies for the best policy based on your needs. They do work with major agencies in the country, allowing you to choose your most trusted one.

Another convenient aspect we found here is the financial calculator available on the website. This makes computing a breeze for  mortgage, retirement, and educational saving plans.

Moreover, we think this feature is an excellent and accessible way of mapping out income. This is worth highlighting because only a few financial planners in Edmonton have this available.

As for their approach, we like that they give a tonne of professional and informative advice. Their clients agreed, too, and some have continued to hire their service.

Additionally, some complimented the honesty of the financial planner they met here. The sessions with them didn’t feel like a sales pitch, which we find commendable.

On a negative note, they’re not open on weekends. Busy people might find themselves shuffling their schedules just for a meeting, which we found quite convenient but still worth it because of their great customer service.

7. Evergreen Wealth Advisory

Evergreen Wealth Advisory's Homepage

Services: Financial planning, legacy planning, insurance and protection, etc.

Website: https://evergreenwealthadvisory.com/

Address: 10243 – 178 Street, Edmonton, AB, T5S 1M3

Contact Details: [email protected]

Office Hours: Monday-Friday: 8:00 am-4:30 pm

Google Reviews5/5
Total Score2/5
Score Consistency5/5
Qualifications5/5
Experience5/5
Services 4.5/5
Performance54/5
Range of Services  5/5
Customer Service4.5/5
Communication4/5
Working Relationship5/5

Pros

  • Offers diverse services
  • Has a fee-only plan
  • Provides fees transparency
  • Comprehensive initial consultation

Cons

  • Works with a single investment dealer
  • No phone number available
  • Closed on weekends

One of the things that we like about Evergreen Wealth Advisory is it focuses on both short-term and long-term goals. It has a team of specialists from financial planning to insurance plans for clients to choose from.

It has a diverse range of services aside from financial planning. We absolutely like how these services include insurance and private capital investments.

However, we find it a tad irking that they work with a single private market dealer for investments. Because of this, we think some people might think they can be a bit biased.

On another note, we admire their fee-only plan. With this, we believe clients will appreciate the transparency it offers.

Another thing we appreciate is the comprehensive initial consultation. Because you’ll get to know the team, both parties can decide whether working together is best.

Moreover, we like that they ensure that their firm and the client have the same interests in mind. This can prevent incompatibility, which we find essential when hiring a financial planner.

Furthermore, we like that the initial consultation is free of charge. Due to this, people won’t feel pressured to hire Evergreen Wealth Advisory immediately.

But it was disappointing that they don’t have a phone number available on the website. For us, this is a disadvantage because online correspondence can sometimes take a while.

Lastly, they’re unavailable on weekends. So, planning your financial future needs a day off from your work schedule.

FAQ about Financial Planners

Related topics