Make smart money moves with the best financial advisors in Edmonton!
While I don’t have three whips parked in my garage right now, a few of my friends do—and no, they’re not crypto scammers or ‘old money’ babies. They started small: a 9-to-5 here, a side hustle there.
The glow-up came when they started working with distinguished financial advisors, pros who intelligently and creatively managed their earnings. I followed suit, and while I’m not booking a flight to Dubai every six months, my account doesn’t look too sad anymore.
That’s why you made the right move by clicking here. If you want to retire at a younger age or are simply looking to avoid making poor financial decisions, we have some names below that can help.
What is the average price of hiring a financial advisor in Edmonton?
In Edmonton, the average price of hiring a financial advisor is $250 per hour, with $150 as the minimum cost and $350 as the maximum.
Bilyk Financial Wealth Management
Address: 4769 50 Ave, Vegreville
Contact Details: +1 780-632-6770
Operating Hours: Mon to Fri – 9 am to 5 pm
Bilyk’s 50 years of notable feats made their inclusion here a well-deserved one.
For starters, most of their clients stick. Plenty of our interviewees have been advised by the company’s pros, mainly Adam and Dylan, for over 10 years. Some have even been with them for nearly 30 years!
Clients are involved throughout the process, too. That means they won’t make moves without your input or decision.
Service-wise, investment management is where they’re well-regarded. As a massive firm with a process and team-oriented approach, Bilyk can comfortably manage timeline, liquidity, risk profiling, and financial planning needs.
Their strats are modern as well. For example, instead of immediately allocating assets, they analysed my workmate’s existing resources, devising a plan based on what they found.
The catch? We’d say they’re only suited for clients seeking full-service management.
Not having debt-related solutions (debt consolidation edmonton) is also a limitation to consider.
These Guys Are Good
Highly recommend!! I trust Adam & Dylan fully, and they have an ability to explain everything clearly & lay it out in an easy-to-understand way. These guys are good at what they do.
-Catherine Kubinec, Google Review
Impressed With Their Customer Service, Responsiveness, and Positive Approach
We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.
-Raylene Palichuk, Google Review
McGuire Financial Group
Address: Rycor Business Centre, 6030 88 St NW #210
Contact Details: +1 780-462-1289
Operating Hours: Mon to Fri – 9 am to 5 pm
What sold us on McGuire Financial Group is their tailored financial planning solutions for both high-net-worth clients and everyday Canadians. In fact, we talked to folks with modest portfolios who’ve been getting asset allocation advice from this firm for years.
They’re also a ‘collaboration-centric’ group. Basically, their team links up with accountants, lawyers (corporate lawyer and business lawyer edmonton), and other strategic partners to formulate a holistic wealth-growing plan.
Furthermore, McGuire has a unique offering others here don’t have: a wealth education program named The Bankers’ Secret. Often delivered through seminars, webinars, and boot camps, it teaches participants how to grow and protect their earnings.
There are, however, a few clients who complained about the company’s late emails and callbacks.
Cross-border planning is yet to be added to their service listings as well.
On the upside, they have debt-related solutions, have been around since 2004, and are BBB-accredited.
Great Financial Coach
Marilyn is patient, and takes the time to provide information and answer all my questions. She also has valuable advice and suggestions to offer. Marilyn is a great financial coach. I consider myself somewhat illiterate when it comes to finances and she made is simple and accessible. I’m quite happy and thinking of referring her to my family and friends.
-Lorraine Coté, Google Review
Would Definitely Recommend
Just completed my first bootcamp and am almost through reading the book. All I can saw is WOW…wish I knew this year’s ago. Glen was a great presenter and all the examples were easy to follow along in the notebook. Would definitely recommend the bootcamp to others. Great job! Looking forward to my follow up call to see how I can implement this in my life.
-Denise Tesan, Google Review
Ascendant Financial Inc: Financial Planner – Edmonton
Address: Orchards Gate, 1665 91 St SW
Contact Details: +1 780-809-4599
Operating Hours: Mon to Fri – 8 am to 5 pm
If your end goal is to build a private, self-sustaining ‘family bank,’ Ascendant Financial Inc might be the pick. They champion the Infinite Banking Concept (IBC), a strategy that uses dividend-paying whole life insurance to keep wealth circulating ‘within the family.’
One of its key practical applications is letting families finance things, like cars or education, through their policies, instead of sending loan repayments/interests to third parties.
As for major perks, clients don’t have to beg banks for liquidity access, death benefits are guaranteed, and children are taught financial discipline or transferring strats.
That said, this is slower in terms of returns/growth, especially compared to traditional investments, say, real estate.
More importantly, those in the lower tax brackets will get fewer perks than those in the higher tiers.
Fortunately, the firm does a thorough one-on-one consultation. An authorised practitioner will dig deep into the client’s current situation before providing recommendations.
Reliable, Honest, and Personable
I’ve had an outstanding experience with Ascendant Financial. From the moment I met them, I was impressed by how knowledgeable and professional the staff were. They took the time to explain all my options clearly and made sure I understood every part of my policy. Everyone I spoke with was friendly, responsive, and genuinely seemed to care about helping me make the best decisions for my needs. It’s refreshing to deal with a team that combines expertise with exceptional customer service. I would highly recommend Ascendant Financial to anyone looking for reliable, honest, and personable service.
-Tyler, Google Review
Always Available
Richard from Ascendant Financial helped us set up whole life insurance policies for our family and has been guiding us through the concept of becoming your own banker. His support has been incredible—he is always available, responsive, and willing to walk us through every step. He also shared valuable videos that I am now having my daughters watch, and we have started implementing family coaching sessions to make sure this knowledge is passed down. This experience has truly made a lasting impact on our family. I HIGHLY recommend working with Ascendant Financial.
-Herve Duval, Google Review
Sunesis Financial CFP | Edmonton Financial Advisor
Address: Westana Square, 52 Sioux Rd #220, Sherwood Park
Contact Details: +1 780-974-0872
Operating Hours: Mon to Fri – 8:30 am to 4 pm
Sunesis Financial is a solid choice for families or businesses who value a strong, personal connection with their financial advisor. You see, their services are mostly provided by Matt Hammond himself, a Certified Financial Planner.
From what we’ve gathered, the man is proactive, designing personalised plans that cover stuff like RRSPs and TFSAs before you even ask. The sweet part here is that his system maintains a strong collaborative element.
As for solutions, financial planning is Sunesis’ bread and butter. They address short-term, medium-term, and long-term goals, unlike bigger firms that typically fixate on the latter.
Matthew is also registered with Raintree Financial Solutions and can easily connect you with Canada’s best managers if you need portfolio handling.
Unfortunately, that doubles as a weakness; this firm’s personal service list isn’t lengthy. It mostly consists of planning, insurance, and capital investment solutions.
Very Responsive
It has been an absolute pleasure dealing with Matthew Hammond at Sunesis over the past five years! We had built up a reasonable amount of savings through our self-directed investing efforts but felt we had reached the point where we wanted to involve a professional financial planner. As we are just under five years out from retirement (fingers crossed!) Matt has provided sage advice about our financial position, planning, and timing of retirement. He has helped us to access many excellent private investment opportunities that would simply not have been available to us otherwise. Through it all, he has made sure we had a healthy degree of diversification in our portfolio! Matt has always been very responsive to requests for meetings or information. Bottom line – my wife and I feel that our finances are in good hands with Matt and his Sunesis team!! I have already recommended him to family and friends and will continue to do so!
-Greg Erickson, Google Review
Introduced Me To Many Options
I have been with Matt for over a year now and he is great. Matt introduced me to many options for investing and saved me from losing a ton of money in this last market crash. If you are looking for someone that actually gets invested in your future and gives you multiple options to succeed I would sit down with Matt and let him show you how to be successful.
I wanted to update my review since I have been working with Matt for three years now. Matt is different than other financial advisors I have worked with in the past and this is what I like so much about working with him. Since being with Sunesis I have had my investments in several different funds and income producing streams which I didn’t know existed before coming there. If you are unsure of how the market works or just want somewhere to start then choose Matt. A financial advisor shouldn’t just ask if you want high, medium, or low risk investments, they should also show you a path of how to achieve financial freedom and this is what Matt will do for you.
-Sheldon, Google Review
Capital Edge Financial Planning
Address: 21143 48 Ave NW
Contact Details: +1 780-761-3343
Operating Hours: Mon to Fri – 8:30 am to 5 pm
We had to factor in SMEs, which is where Capital Edge Financial earns its spot. You see, their main services are tailored to small and mid-sized businesses.
For instance, small-time entrepreneurs often bring up the firm’s custom-built group benefits plans. Normally, that’s a headache for smaller operations that can’t come up with client-retaining perks, particularly retirement benefits.
Oh, and that feat is made possible thanks to Capital Edge’s reliable benefit partners. We’re talking providers like OlympiaBenefits, Alberta Blue Cross, MyHSA, and GroupSource.
Their financial planning solutions also follow a ‘customised’ system. You won’t be sold pre-set portfolios, as they generally concentrate on investment strats that align with the client’s current financial state.
Better yet, clients interact with a familiar face, namely Dave Hawryluk. That’s good news since the guy holds CFP, COMM, RHU, and CLU credentials.
Drawbacks? They’re neither geared for larger corporations nor the most stacked, service-wise.
I Feel Confident
Dave and Capital Edge Financial Planning are the best! I felt so understood and nurtured and Dave takes the time to listen and as well to explain components of finance that aren’t as easily understandable. I feel confident in knowing my best next steps to realizing my goals and dreams. His financial analysis gave such eye opening information and put me a peace! Thanks Dave!
-Sherrie Cameron, Google Review
Great Quality Service
Excellent service as always!! Working with Dave I always feel confident and secure with whatever financial decisions I make, and he takes the time to make sure I understand and explain everything to me as necessary. He has excellent relationships with his clients just by communicating which I think is a very important skill to have so you can feel confident and comfortable when making your financial choices and trusting someone to help you with them. If you’re looking to do a house savings plan, retirement savings, etc. Then come here for great quality service!
-Ashlyn Beaupré, Google Review