Find the 13 Best Financial Advisors in Edmonton, AB

Browse 13 financial advisors serving Edmonton, AB, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
Harmony Financial Services provides personalized wealth management and insurance solutions tailored to families, businesses, and corporations. Our independent advisory firm specializes in creating coordinated financial strategies that align with clients' life goals through retirement planning, investment guidance, and risk protection. We emphasize transparency, client education, and comprehensive evaluations to help clients build and preserve wealth across different life stages.
Wealth Management Insurance Solutions Retirement Planning
Blackburn Davis Financial provides comprehensive financial planning services specializing in retirement, estate, and tax planning for professionals and business owners. Our accredited advisors coordinate personalized wealth management strategies while collaborating with clients' legal and tax professionals. With over six decades of experience and $650+ million in managed assets, we deliver transparent investment advocacy and customized financial solutions.
Financial Planning Estate Planning Retirement Planning
Personalized retirement planning Genuine interest in specific needs Dedicated professionals
Fenrich Financial specializes in comprehensive group insurance solutions, including health, dental, critical illness, disability, and life insurance. We provide tailored support for plan administrators and employees, working with major insurers to deliver flexible, tax-efficient benefits. Our expertise spans plan design, claims assistance, and innovative products like Health Spending Accounts, serving businesses in Edmonton and surrounding areas.
Health & Dental Benefits Critical Illness Insurance Health Spending Accounts
Western Realty Group specializes in commercial real estate services in Edmonton, Alberta. We offer sales, leasing, property management, and interior modification solutions for industrial, retail, and office properties. Our team combines market expertise with personalized service to help clients achieve their investment goals.
Commercial Real Estate Sales Industrial Property Leasing Property Management
Navigatior Financial Service provides personalized financial planning and advisory services, specializing in wealth management, estate planning, and retirement strategies. Our team of certified advisors delivers tailored solutions to help individuals and businesses achieve financial security. With over 35 years of combined experience, we prioritize client needs through transparent, values-driven financial guidance.
Financial Planning Estate Planning Retirement Strategies
Trusted financial guidance Personalized solutions Expertise in estate planning
Summerside Financial provides flexible equipment financing solutions for businesses across Canada. With over 10 years of industry experience, we offer fast approvals, competitive rates, and customized leasing options for new and used equipment. Our services include equipment sourcing, sales support, and refinancing solutions tailored to meet diverse business needs.
Equipment Financing Equipment Sourcing Equipment Sales
4 reviews
Cashco Financial
2 Years
Emergency
4 reviews
Cashco Financial provides accessible short-term and long-term loan solutions for Canadians facing financial emergencies. Specializing in payday loans up to $1,500 and Flex Loans up to $9,000, we serve underbanked individuals with flexible income requirements and no credit score barriers. Our services combine instant approval processes with credit-building opportunities through bureau reporting.
Payday Loans Flex Loans Money Transfers
Instant support Helpful staff Flexible terms
RTR Advisory Group specializes in tailored financial planning services for medical professionals, business owners, and retirees. Our coordinated wealth management approach combines strategic investment, tax planning, and estate management to create personalized solutions. We emphasize trust, education, and proactive client engagement to build lasting financial confidence.
Financial Planning Wealth Management Tax Planning
Saved thousands Best financial planning Expert guidance
Raintree Financial Solutions is a Canadian financial advisory firm specializing in alternative investments and wealth management. We connect clients with private equity, real estate, and private debt opportunities while offering portfolio management and corporate finance services. Our Core + Explore strategy combines traditional investments with alternative assets to enhance diversification and potential returns.
Alternative Investments Portfolio Management Corporate Finance
Not rated yet
Baramy Investments
50+ Years
Not rated yet
Baramy Investments specializes in commercial property development and management across Western Canada. Since 1954, we've built a legacy of strategic land acquisitions and tenant-focused leasing solutions. Our expertise spans industrial, retail, and office assets, emphasizing long-term value creation.
Property Management Commercial Development Land Acquisition
Not rated yet
ACCL Financial
17 Years
Not rated yet
ACCL Financial provides comprehensive equipment financing and advisory services tailored to businesses of all sizes. Our core offerings include customized financing solutions for large-scale equipment purchases, small-ticket asset acquisitions under $50,000, and strategic financial advisory services. With expertise spanning multiple industries, we help clients optimize capital structure through innovative leasing arrangements, bridge financing, and factoring solutions.
Equipment Financing Small Ticket Financing Advisory Services
Legacy Financial Group is a Canadian financial advisory firm revolutionizing the industry through transparency, collaboration, and advisor empowerment. We provide comprehensive services including investment solutions, insurance, and compliance support, while offering unique profit-sharing opportunities. Our team of seasoned professionals focuses on creating sustainable practices that prioritize client education and long-term financial success.
Financial Advisory Insurance Services Investment Solutions
Not rated yet
Cordis Financial
12 Years
Not rated yet
Cordis Financial provides comprehensive financial planning services in Edmonton, Alberta. We specialize in insurance, investment management, retirement planning, and budgeting solutions for individuals and business owners. Our team of certified professionals prioritizes personalized service, financial education, and long-term client relationships.
Financial Planning Life Insurance Investment Management
Lifelong client relationships Personalized financial strategies Transparent communication
Saint Albert (13.5 km) Sherwood Park (14.0 km) Leduc (30.6 km) Stony Plain (32.8 km) Bon Accord (34.0 km)