Find financial services in Edmonton

We are Financial Planners at our core. Our clients come to us looking for personalized retirement planning and wealth management. We also advise on risk management and estate planning. Beginning as Blackburn Insurance Agency in the 1960s, we have grown from our Edmonton roots to become Western Canadian focused. We take a collaborative approach with

I come from a military background, having served 12 years in the Canadian Forces as a proud member of Princess Patricia's Canadian Light Infantry. Canadian Forces has helped develop my work-life balance, and working with great people gave me a good experience. Now I am a very proud father of two girls and have over 10 years of experience in the financial

Our holistic multi-generational approach includes gaining an in-depth understanding of the client and their unique situation to better evaluate their investment and insurance needs. We strive to provide both guidance and education to our clients, clarify their short and long-term objectives, and quantify their goals using comprehensive strategies and

Nobrega Financial is an independent, unbiased financial planning firm operating in Edmonton and area since 1988. This knowledgeable team has been advising clients on wealth management, investment products, insurance needs, and corporate business planning since 1988. David Nobrega, CFP, CLU, ChFC; Kurtis Schultz, BCom, CFP, CLU; and Shirley Featherstone

We understand that administering a group plan can be time consuming; we provide your company with employee benefit education, insurance claims process assistance, and the flexibility to adjust your group plan as your business grows and changes. We offer assistance tailored to your plan administrators and to your employees. We can assist plan administrators

We are honored to be a primarily referral-based investment* and insurance firm. There is no greater testimony to the quality of our services than when our clients feel comfortable sending their closest family and friends to us. We are a proud partner of BMO, and Alpha Financial Inc. We can offer solutions for client's corporate financial planning and

Dealing with your finances can be overwhelming. Luckily, you don't have to manage it all by yourself. Let Clayton Financial in Edmonton, AB take some of the load off of your shoulders by providing you with financial consulting solutions. With us giving you personalized money advice, you can make well-informed financial decisions as well as focus on

AMH Financial Services offers valuable, objective advice. Financial Planning may be easy for some people but not for others. That is why it is important to work with someone who is knowledgeable about the latest in investments, taxes, and insurance, and how they can work for you. Andy will tell you that the secret to successful planning is setting financial

Navigator Financial Services Inc. is an independent financial advisory firm. Our focus is to provide our clients with personal and comprehensive financial planning in order to effectively address the issues of wealth management, risk management and estate planning. The professionally-qualified financial advisors and portfolio managers combine strategic

If you are feeling unwell, please do not visit employees at this office. Feeling unwell includes, but is not limited to, respiratory issues (cough, running nose, fever, shortness of breath). Please do not enter if you have recently traveled outside Canada. You will need to postpone your visit unt. Summerside Financial Corporation provides financial

We invite you to discover our unique financial planning style. We pride ourselves on providing an educational, comfortable and professional experience that gives you confidence in your plan. Our coordinated wealth management process is designed to understand your story, create clarity, and develop your financial confidence. Our team of advisors, specialists

Whatever your life's goals, our financial professionals can help design a strategy tailored to your specific needs. Learn more about our company and our commitment to helping lead you and millions of others across North America to a sound financial future. For more than 20 years, World Financial Group, a Transamerica company, has helped countless individuals

At Cordis Financial, we give you customized advice for each stage of your life, while giving you the tools you need to build your financial future. The Lumen Plan is Cordis's new budget planning and coaching service. We work with you to reduce or eliminate debt and establish strong short- and long-term objectives to help you stay on track. Let's talk

We are a team who devote ourselves to providing the best client experience each time we come in contact with our valued clients. We help assist you to the financial destination of your choosing. It is essential that we know where you are headed. Winson Lee works with tried and true principles of financial planning. His work entails four major categories

We always welcome new clients and eager to get to know them as our most valued business partners. Come visit us at our office location, no appointments needed, Call us, Email us. Minister of National Revenue Kerry-Lynne Findlay expressed her intentions to further promote the enhanced Universal Child Care Benefits. Alberta's updated first quarter forecast

Our core business is finding your best deal on financing, but we also provide business advisory services (CFO-for-hire, bookkeeping support), bridge or temporary financing solutions, lease & loan insurance, and factoring services. In all cases, we are focused on helping you to save money, save time, get the right advice, and achieve proper diversification

Founded in 1999, Canadian Western Financial (CWF) operates as a subsidiary of CWB Wealth Management and is the mutual fund dealer for Canadian Western Bank. As an exclusive dealer of the CWB Onyx Portfolio Series, and a thorough selection of other leading mutual fund solutions, you gain access to professional money management, tax-efficient cash flows

You worked hard to achieve your goals and get where you are today. We work hard to earn your trust and earn your business. We work with you to implement a customized, comprehensive financial security plan for your family, your business, or your practice. We work as the key trusted advisor for you or as a trusted member of your team. Our advisors are

We are proud and ecstatic to introduce Legacy Financial Group LTD to the Canadian Financial Industry. Our plan is to change the way Finance is conducted in Canada, so Canadians are educated and aware of all their options with an increased focus on Transparency. I have been in the financial services industry for 13 years now. My experience ranges from