Business Directory
Financial Planning Firms / Investment
Advisors / Insurance Providers - Alberta
Capital Logic Group Inc.
Life Insurance, Tax reduction strategies, Corp. insurance
solutions, Wealth management.
Tel: (403) 208-5276
Toll-free: 1-877-208-5777
Cornerstone Financial Group
Money Management, tax and estate planning, business planning, risk
management
102, 718 -12 Ave SW, Calgary,
AB, T2R 0H7
Tel: (403)
266-5360 Fax: (403) 265-6649
Toll-free: 1-888-260-5360
Daryl M. Yackel, CA of Dundee Private Investors Inc.
Financial Planning and Investments
Suite 300, 8180 MacLeod Trail SE, Calgary,
AB, Canada, T2H 2B8
Tel: (403)
274-6010 Fax: (403) 259-4461
Devereaux Financial (1985)
Our firm has provided financial advice, services and products for 25 years.
42 Lord Close, Red
Deer, AB, T4R 2R8
Tel: (403) 318-8917
Echelon Financial Corp.
Financial Planning, Retirement Planning, Investments, Insurance, Lifestyle
Planning
2nd. Flr., 6328 - 104 St., NW
(Calgary Tr.), Edmonton,
AB, T6H 2K9
Tel: (780)
271-6905 Fax: (780) 758-8745
Financial Advice Inc.
Helping Business Owners and Individuals Reduce Tax , and plan a more
successful financial Future.
223 Prestwick Mews SE, Calgary,
AB, T2Z 3X7
Tel: (403)
230-0143 Fax: (403) 257-4093
Freedom 55 Financial / Quadrus Investment Services - Edwin Chiu
Retirement planning, life insurance, individual health and dental insurance,
group insurance
Suite 1400 - 10250 - 101 Street, Edmonton,
AB, T5J 3P4
Tel: (780)
982-6550 Fax: (780) 452-1985
Haywood Securities Inc. - Aaron J Plaxton
Full Service Brokerage - Private Placements - Flow Through Shares - IPOS's.
Licensed in BC, AB, SK, ON, NS and YK.
2000 - 400 Burrard
St., Commerce Place, Vancouver, BC, V6C 3A6
Tel: (604)
697-7100 Fax: (604) 697-6199
Toll-free: 1-800-663-9499
Integrated
Insurance Management. - Christian Ruhrmann, CFP
Corporate and Individual Insurance Planning - Life, Disability, Critical
Illness and Group
Suite 1020, 340 - 12th Ave SW, Calgary, AB,
T2R 1L5
Tel: (403) 777-4050
Keith S. Edwards,
Chartered Accountant, Certified Financial Planner
Full service CA practice specializing in small business, corporate &
personal tax, financial planning and bookkeeping
#5 - 3295 Dunmore Road SE, Ross Glen
Business Park, Medicine Hat, AB, T1B 3R2
Tel: (403)
580-7400 Fax: (403) 580-7404
Lyster Financial Services
Financial, estate and retirement planning, tax planning and preparation
#17 Burmis Mtn Estates, Burmis,
AB, T0K 0C0
Tel/Fax: (403) 628-2130
MoneyAdvisor.ca
In person or online financial planning by Certified Financial Planners
2440 Kensington Rd NW, Calgary,
AB, T2N 3S1
Tel: (403)
214-7215 Fax: (403) 398-0488
Myste Kruger, Plan-it Financial Corp
#300, 10011 - 92 Street, Grande
Prairie, AB, T8V 7T5
Tel: (780) 533-3456 Fax: (780)
533-3459
Toll-free: 1-877-425-3456
Partners Aligned Financial Corporation - Terry
Clark CPCA
A professional leader in meeting the key needs and issues concerning
maturing Canadians
4723 - 1 St SW, Suite 300, Calgary,
AB, T2G 4Y8
Tel: (403)
815-9758 Fax: (403) 514-1726
Prosperity Engine Inc. - Eric Petersen
Helping families and businesses to protect and grow their wealth.
5351 75 Street, Edmonton,
AB, T6E 0W4
Tel: (780)
266-0003 Fax: (780) 437-1144
Toll-free: 1-866-669-7711
Raman Gill (Freedom
55 Financial/Quadrus Investment Services)
Financial Security Planning-Retirement Planning-Individual Life, Disability
& Health Insurance-Group/Business Insurance
Tel: (403) 568-0002
RBC Wealth Management - Kevin O'Hagan
Professional Financial Advice, ranging from financial planning services,
investment planning, estate & tax planning.
401, 5222 130th Ave SE, Calgary,
AB, T2Z 0G4
Tel: (403)
475-7540 Fax: (403) 257-7320
RT
Mosaic Wealth Mgmt
Fee-Only, Comprehensive Net Worth Planning & Asset Management
Calgary, AB
Tel: (403) 457 3284
ScotiaMcLeod - Derek Fuchs,
CFP, FMA, FCSI - Wealth Advisor
We develop an overall plan to guide all of your retirement, estate, tax,
education, and investment decisions.
4320 50 Ave - 201, Red
Deer, AB, T4N
3Z6
Tel: (403) 356-7029
Toll-free: 1-866-398-4597
T
& S Collections Ltd
Collection Agency.
Bay 6, 6304 Burbank Road S E, Calgary, AB, T2H 2C2
Tel: (403)
202-7336 Fax: (403) 201-7236
The Small Business Financial Advisors Ltd
We provide a wide variety of investment and protection options for the
entrepreneur and small business owner
60 High Street SE, Calgary,
AB, T2Z 3T8
Tel: (403)
457-6221 Fax: (403) 457-6228
Tim Faunt, CFP
Objective, fee-only financial planning advice and education to help you
achieve your goals
645 - 7th Avenue SW, Suite 2400 (24th
Floor of Encor Place), Calgary,
AB, T2P 4G8
Tel: (403)
538-3791 Fax: (403) 262-8789
Tresoor Financial Services
550 - 6th Avenue S.W., Ste. 1400,
Calgary, AB, T2P 0S2
Tel: (403)
228-5137 Fax: (403) 269-5146
Toll-free: 1-888-346-4477
back to Business Directory
main page
Revised: December 28, 2011