How many financial planners are listed in Edmonton?

Senior Care Path lists 9 financial planners serving Edmonton, Alberta, each with a Confidence Score, Google rating, recent reviews, and direct contact details.

How do I choose financial planners in Edmonton?

Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

Edmonton, AB

Financial Planning in Edmonton, AB

There are 9 financial planners serving Edmonton, ranked by our Confidence Score. Compare ratings, reviews, and details below, and confirm credentials and fit before you book. Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

9 financial planners in Edmonton

4.9 average rating999 Google reviewsacross 9 financial planners

9 financial planners

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McGuire Financial Group

6030 88 St NW #210, Edmonton, AB T6E 6G4, Canada

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78/ 100

Good confidence

4.8(60 reviews)

“Samantha and I are so blessed to be working with this team of professionals. From the first meeting over 10 years ago, to years of ongoing reviews, Glen and...”

Provides: Financial Planning

Helps individuals, families, and businesses with comprehensive financial planning including retirement planning, estate planning, tax planning, and investment advice.... Read more

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Capital Edge Financial Planning

21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada

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70/ 100

Good confidence

5.0(92 reviews)

“Dave has been amazing! From our first meeting with him he defiantly put our minds at ease and reassured us that we are definitely on track for our retirement...”

Provides: Financial Planning

Helps individuals and small business owners build clear, easy-to-understand financial plans focused on insurance protection, investment planning, and... Read more

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Ascendant Financial Inc: Financial Planner - Edmonton

4445 Calgary Trl NW #600, Edmonton, AB T6H 5W6, Canada

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Ascendant Financial Inc: Financial Planner - Edmonton

70/ 100

Good confidence

4.9(739 reviews)

“I met Josh through Ascendant Financial Inc. while working to develop and implement an Infinite Banking Concept (IBC) system for my family. From the start, he...”

Provides: Financial Planning

The firm emphasizes the Infinite Banking Concept, a strategy for building lifelong savings with guaranteed cash accumulation and high liquidity, suitable for those planning retirement or... Read more

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Blackburn Davis Financial Inc

7345 Roper Rd NW, Edmonton, AB T6B 3K9, Canada

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70/ 100

Good confidence

4.8(31 reviews)

“We have been with Blackburn Davis Financial for over 8 years now. We have had nothing but a positive experience all the way through. During the market ups and...”

Provides: Financial Planning

Helps clients navigate their finances to enjoy a successful retirement. The team offers retirement planning, estate planning, financial planning, and risk... Read more

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Statera Financial Planners

210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada

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62/ 100

Developing confidence

5.0(15 reviews)

“I have dealt with Greg at Statera for more than 25 years. He has been great to have as my financial advisor. He is always current on what is happening with the...”

Provides: Financial Planning

Helps seniors and families navigate retirement income planning, legacy and estate planning, health and insurance protection, and wealth management with no minimum... Read more

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Rick Fairley - Retirement Planner & Life Insurance Advisor

8925 51 Ave NW #318, Edmonton, AB T6E 5K1, Canada

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Rick Fairley - Retirement Planner & Life Insurance Advisor

62/ 100

Developing confidence

5.0(9 reviews)

“Rick has been managing my investments since 2015. He is always very thorough, professional, fast and accurate in his communication. I am very appreciative of...”

Provides: Financial Planning

Customized financial plans for retirement, life insurance, and investment strategy at no additional cost. He specializes in helping families with retirement savings,... Read more

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Evergreen Wealth Advisory

10243 178 St NW, Edmonton, AB T5S 1M3, Canada

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54/ 100

Developing confidence

5.0(11 reviews)

“Crystal Kelly is very knowledgeable about life, health and disability insurance. She is friendly and professional, and can help you with your insurance needs....”

Provides: Financial Planning

Thoughtful, coordinated financial planning designed to help families make confident decisions at every stage of life. Their integrated approach combines... Read more

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RGA Financial

10585 111 St NW #100, Edmonton, AB T5H 3E8, Canada

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54/ 100

Developing confidence

5.0(5 reviews)

“I wanted to write about my experience with Taylor Zimmerman at RGA Financial, as I couldn't ask for better service and advice. When I showed up at Taylor's...”

Provides: Financial Planning

Comprehensive financial planning tailored to your circumstances, with a focus on protecting, growing, and transferring your legacy. Their team has rigorous training in... Read more

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Cameron Dunbar Financial Professional

10180 101 St NW 34th Floor, Edmonton, AB T5J 3S4, Canada

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42/ 100

Limited confidence

5.0(37 reviews)

“I cannot overstate how wonderful my experience has been working with Cam Dunbar, owner and operator of Leading Wealth Management along with Advisor Chloe...”

Provides: Financial Planning

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Local financial planners from public business listings, scored on public Google signals, Senior Care Path hasn't independently vetted every one. Always confirm credentials, registration, and fit before booking.

Financial Planning costs & funding in Edmonton

Typical cost: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee.

Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. A one-time, fee-only plan can be money well spent when weighing home care against a move, or deciding how to use home equity. Ask any advisor how they are compensated before you begin.

What to look for in financial planners

A planner experienced with retirement income and funding care, ideally a CFP
Clarity on how they are paid (fee-only, commission, or both)
A written plan that models care costs against pensions, savings, and benefits

Frequently asked questions

How much do financial planners cost in Edmonton?: Fee-only planners charge for advice (commonly $150 to $300 per hour or a flat plan fee, illustrative); commission-based advisors may have no direct fee Fee-only versus commission-based advice, whether you want a one-time plan or ongoing management, and how complex your finances are. Costs in Edmonton also depend on the provider and your needs.
How many financial planners are listed in Edmonton?: Senior Care Path lists 9 financial planners serving Edmonton, Alberta, each with a Confidence Score, Google rating, recent reviews, and direct contact details.
How do I choose financial planners in Edmonton?: Compare by Confidence Score, rating, and reviews, then confirm credentials and fit. A planner experienced with retirement income and funding care, ideally a CFP.

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