The 5 Best Investment Companies in Edmonton With Portfolios That Don’t Sleep
Growing your hard-earned capital takes more than just stashing cash in a basic savings account. You need a clear financial roadmap that protects your assets from taxes while steadily building long-term wealth.
If you want to build a resilient portfolio, including strategic local property deals guided by real estate agents, expert financial guidance makes all the difference.
So, we’ve listed the leading advisory firms across the region to help you choose the best investment in Edmonton for your exact financial goals. Read on!
How much does investing cost in Edmonton?
For investors, Edmonton entry costs vary widely, from around $40,000 for a residential property down payment to $1 million or more for a full-service restaurant franchise.
| Investment Asset Class | Typical Entry Cost / Capital Requirement | Additional Costs to Consider |
| Apartment Condominium | $43,000 (20% down on ~$214,521 average price) | Monthly condo fees ($250–$580), legal & transfer fees |
| Townhouse / Row Home | $58,500 (20% down on ~$292,756 average price) | Property transfer costs (1%–2%), insurance |
| Detached Single-Family Home | $117,000 (20% down on ~$585,726 average price) | Property transfer costs (1%–2%), maintenance |
| Multi-Family Residential (4 to 8-Plex) | $150,000 to $520,000+ (20% down on $750k–$2.6M) | Alberta land title registration, reserve funds |
| Home-Based / Service Franchise | $50,000 to $150,000 total investment | $33,000 average Alberta franchise fee, working capital |
| Retail Kiosk / Small Food Franchise | $150,000 to $350,000 total investment | Inventory, leaseholds, working capital ($20k–$50k) |
| Full-Service Restaurant Franchise | $500,000 to $1,000,000+ total investment | Equipment, buildout, operational cash buffer |
| Private Wealth Management Accounts | $100,000 to $250,000+ minimum household assets | Tiered annual asset management fees |
1. Clear Sky Private Wealth, Edmonton
Website:https://clearskypw.com/
Address: 4967 55 Ave NW
Contact: +1 (877) 877 9957 | +1 (780) 488-2644 | [email protected]
Hours: Monday-Friday, 8:00 AM – 4:00 PM
Clear Sky brings plenty of experience to the table, with 15 wealth specialists whose partners each have more than 20 years of planning experience.
They manage discretionary portfolios as fiduciaries, so they can rebalance your investments quickly without needing your approval for every small trade.
The team also looks closely at tax-efficient options such as Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs), and Locked-In Retirement Accounts (LIRAs).
Along with traditional stocks, bonds, and Exchange-Traded Funds (ETFs), you can also access alternative investments.
On the downside, some specialised products come through outside third parties rather than directly in-house. That means you might have to deal with external paperwork if you want certain niche solutions.
2. Union Financial | Wealth Management & Financial Advisors Edmonton
Website:https://unionfinancialcorp.com/
Address: 102, 10446 – 122 Street
Contact: +1 (780) 784-9839 | [email protected]
Hours: Monday-Friday, 8:00 AM – 4:30 PM
Union Financial uses an all-in-one family office model covering wealth planning, private lending, insurance, and taxes. Their independent setup also gives clients access to options such as private loans, private equity, and direct real estate debt.
We spoke with an investor who uses their private lending fund, and they liked the steady exposure to Western Canadian real estate credit.
Meanwhile, public market investments are held through Fidelity Clearing Canada, providing institutional-level custody and security.
However, their Mortgage Investment Corporation (MIC) fund requires a six-month initial lock-up, followed by 90 days’ written notice to withdraw. So, if you need quick access to your money, this could be a hurdle.
Customer Reviews
I couldn’t be happier with the results and experience so far
I have recently invested with Union Financial and I couldn’t be happier with the results and experience so far. I decided to go with Union over my own Bank and I don’t regret my decision. I look forward to exploring their Life Insurance options next.
- Shafraaz Dossa | Google Review
3. High Level Wealth Management
Website:https://www.highlevelwealth.ca/
Address: Suite 106, 10171 Saskatchewan Dr NW
Contact: (780) 851-8088 | [email protected]
Hours: Monday-Friday, 9:00 AM – 9:00 PM | Saturday, 10:00 AM – 5:00 PM
High Level Wealth Management combines low-cost passive index strategies with a dedicated advisor who builds model portfolios around your account types, cash needs, and tax situation.
The pricing is also straightforward. One asset-based fee covers regular portfolio management, trade commissions, custody charges, and your annual personal income tax return filing.
Plus, the $250,000 household minimum is more accessible than the million-dollar thresholds often required by traditional private firms.
Sadly, they don’t pick individual stocks, try to time market dips, or shift sectors to beat benchmarks. So, if you prefer an advisor who actively trades stocks or tries to predict market swings, this approach may not be for you.
Customer Reviews
I am really grateful to have him in my corner
Kent is wonderful to work with. I came to him after a death in the family wondering how best to invest and build what was left to me. I had no prior experience in investing or retirement planning, and Kent took me through the process step-by-step without judgement and without rushing. Kent is super organized, has excellent communication skills, and always makes me feel confident in my financial future. I am really grateful to have him in my corner.
- Corinne Mason | Google Review
4. D W Good Investments
Website:https://dwgood.com/
Address: 82 Ave, 83 St NW
Contact: (780) 433-5449 | [email protected]
Hours: Tuesday-Friday, 1:00 PM – 5:00 PM
D.W. Good Investments has remained independent of big banks and insurance companies since 1996. This gives the firm more freedom to recommend strategies without corporate sales targets.
They don’t charge any upfront sales fees or exit penalties, so from day one, more of your money goes straight into your investments. The firm also offers specialised guidance on Registered Disability Savings Plans (RDSPs).
We’ve heard from families that they love how advisor Brian Esler helps them get government grants they didn’t even know about.
Senior financial advisor Michael Good also works on building diverse portfolios using a mix of Canadian, international, and unique mutual funds.
Just keep in mind their pay comes from the fund management fees rather than a flat advisory fee, so you’ll want to look at this fee setup to see if it fits what you like.
Customer Reviews
Very responsive when needed
Michael is very knowledgeable and helpful when it comes to deciding on investments and available tax efficiencies. He takes the time to review what your risk tolerances are, and what market options are best suited to your particular needs. He gives choices and provides ongoing support depending on your specific financial goals. Very responsive when needed, and has a genuine care for his clients. Highly recommended.
- Dustin Deardoff | Google Review
I have always had a great experience
Dan is always keen to explain and help you understand investments, and Michael has been guiding me to make the best decisions for my mutual funds. I have always had a great experience, and left their office a little money-wiser. I always recommend people to see them who want that expert, personal advice and service.
- Robin Good | Google Review
5. Gold Investment Management Ltd.
Website:https://gold-im.com/
Address: Suite 502 Fox One 10226 – 104 Street
Contact: (780) 436-9955 | Fax 1 (866) 541-7947 | [email protected]
Hours: Monday-Friday, 8:00 AM – 4:30 PM
Gold Investment Management stands out by mixing steady, long-term index investing with the flexibility to make fast changes when markets shift. Their active approach means your investments can adapt quickly to new trends.
The team here includes experts who hold CFA and CIM designations and work under strict fiduciary duty, so they’re fully focused on what’s best for you.
We spoke with a colleague who manages both Canadian and U.S. accounts, and he found their SEC registration really valuable for handling cross-border finances.
If you’re a corporate executive or business founder, they also have a program designed to help you with things like deferred pay or company stock options.
The main thing to note is that if you have a smaller portfolio, you’ll mainly get low-cost ETFs instead of direct individual stocks or bonds, which are just for larger accounts.
Customer Reviews
This company treats their customers with respect
Best decision I ever made myself was to move my investments to Gold Investment Management Ltd. I was referred by a financial consultant who also uses Gold for her investments. This company treats their customers with respect and I have complete faith in their constant monitoring of the accounts and decisions for change on my behalf. The account access online is equipped with a database where the investor can login anytime, run reports or just see real-time numbers, names, totals, etc with ease. Highly recommend Gold Investment Management Ltd.
- Marianne Auger | Google Review
I have found that GIM is the best I have come across
With the many years that I have been working to improve my financial situation using various investment companies, I have found that GIM is the best I have come across. Mr Gold & his team have always kept my interests as a client first & foremost. Not only does GIM use sound investment strategies, but they also consider tax implications as well. With my close to two decades using GIM as my financial investment firm, I would not hesitate to recommend them to family and or friends.
- Fred Flin | Google Review