3 Best Financial Services in Edmonton, AB

Expert-recommended Top 3 Financial Services in Edmonton, AB. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

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ASCENDANT FINANCIAL

4445 Calgary Trail Northwest, Suite 600,
Edmonton, AB T6H 5W6 Directions

Since 2008

Specialty:

✓Financial Advisor ✓Financial Consulting ✓Financial Planning ✓Life Insurance ✓Travel Insurance ✓Critical Illness Insurance ✓Disability Insurance ✓Estate Planning ✓Debt Recapture ✓Tax-advantaged Wealth Strategies ✓Wealth Management ✓Income Protection ✓Family Financial Protection ✓Business Financial Protection

“2026 Highlights: Ascendant Financial is a specialized financial planning firm founded by Jayson Lowe. The firm is widely recognized for its focus on the Infinite Banking Concept (IBC) and wealth-building strategies. They help clients build tax-advantaged financial systems that reduce reliance on traditional banks. Ascendant Financial works with individuals, families, and entrepreneurs to build long-term financial strategies. They implement Infinite Banking strategies using participating whole life insurance. Ascendant Financial provides financial planning to help clients achieve their long-term financial goals. They focus on helping you achieve financial independence with practical knowledge and strategies. They offer education-first guidance on financial planning, participating whole life insurance, and the Infinite Banking Concept.”

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License #2021743550

Contact:

(780) 809-4599

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CAPITAL EDGE FINANCIAL PLANNING

21143 48 Avenue Northwest,
Edmonton, AB T6M 0G2 Directions

Since 2000

Specialty:

✓Financial Planning ✓Investment Planning ✓Investment Management ✓Retirement Planning ✓Retirement Savings Planning ✓RRSP Planning ✓TFSA Planning ✓RDSP Planning ✓Cash Flow Planning ✓Financial Goal Planning ✓Personal Life Insurance ✓Disability Insurance ✓Critical Illness Insurance ✓Travel Insurance ✓Personal Health Insurance

“2026 Highlights: Capital Edge Financial Planning serves small business owners and individuals seeking easy-to-understand financial planning solutions. From initial discovery to implementation and ongoing monitoring, their approach ensures your financial future is looked after. Dave Hawryluk Is the Certified Financial Planner. With more than two decades of expertise, I ensure that my clients are well-informed about diverse financial planning strategies, guaranteeing the well-being of themselves, their families, or their businesses.”

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License #705378099

Contact:

(780) 761-3343

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

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6+ YEARS ON TBR
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BLACKBURN DAVIS FINANCIAL

2603 Hewes Way Northwest, Suite 300,
Edmonton, AB T6L 6W6 Directions

Since 1960

Specialty:

✓Financial Planning ✓Estate Planning ✓Retirement Planning ✓Business Planning ✓Risk Management ✓Tax Planning

"Blackburn Davis Financial partner is John Davis. He is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Investment Manager (CIM®), and member of the Society of Trust and Estate Practitioners (TEP) with over 30 years of experience in the financial planning field. Before helping found Blackburn Davis Financial Inc. in 2001, he was a marketing consultant with a major life, disability, and group insurance brokerage company. The Blackburn Davis Financial Inc. team focuses on wealth management and retirement planning, but also advises on risk management and estate planning. Their unique business model involves referring clients to discretionary portfolio managers as their primary investment solution. The team offers in-person and video appointments to their clients. They are based in Edmonton, AB, but serve clients across Western Canada. The company has built on the confidence and trust that clients have placed in it for over 50 years.

2026 Highlights: Blackburn Davis Financial has over 65 Advisors Combined Years of Experience."

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License #A0055365

Contact:

(780) 490-4200 (866) 625-2686

Mon-Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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