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Financial Planning Firms / Investment Advisors - Alberta

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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
       

 

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Revised: December 28, 2011

 

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