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!

8+ YEARS IN TBR
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MCGUIRE FINANCIAL GROUP

6030-88 Street NorthWest, #210,
Edmonton, AB T6E 6G4 Directions

Since 1996

Specialty:

Financial Retirement Planning Wealth Planning and Creator Debt Strategy Insurance Wants and Needs Circle of Wealth Health Spending PAR Policies Investment Services

McGuire Financial Group offers a sound, long-term financial plan to grow your assets to their fullest potential. They will integrate your tax optimization needs, insurance requirements, and estate planning into a comprehensive financial plan. At McGuire Financial Group, their goal has always been for their clients to save money for their retirement, be protected in the event of a disability, and when the day comes that they are no longer with them, to take care of their loved ones through life insurance. They explore if their services fit your needs, then explain and document the services to be provided and define the key roles and responsibilities in the engagement. They will ask about your financial situation and personal and business goals, and assess your tolerance to risk. The team then gathers all necessary documents and financial information at this stage before giving you any sound advice.

2025 Update: They provide businesses, professionals, individuals and families the opportunity to create a significant and positive impact on their financial success and everyday quality of life.

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Price:

Financial planning consultation $500

Contact:

(780) 462-1289 (877) 364-8204

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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4 PILLARS FINANCIAL WELLNESS ADVOCATE

3204 Parsons Road NorthWest, Unit 101,
Edmonton, AB T6N 1M2 Directions

Since 2002

Specialty:

Consumer Proposals Bankruptcy Corporate Restructuring After Care Budgeting Credit Rebuilding Consolidation Loans Credit Counselling Services Credit Review Services CRA Consulting Services Debt Education Debts in Collection Coaching Indebt Home Owners Money Coaching Rent to Own Programs Canadian Debtors Association Debt Management Plans

4 Pillars Financial Wellness Advocate offers a wide range of services, including budgeting, debt consolidation, consumer proposals, and more. Pradeep Padmanabhan has extensive experience in the field, helping individuals, families, and businesses manage their financial challenges. Their mission is to empower their clients to live financially healthy lives. 4 Pillars Financial Wellness Advocate's main values encompass honesty, integrity, passion, empathy, and respect. They provide budgeting advice and access to credit-building resources. Their experienced team offers debt help, credit rebuilding, and financial advocacy services. 4 Pillars Financial Wellness Advocate is committed to helping clients achieve a debt-free life and a brighter financial future. You can also book a free consultation with them to explore your options.

2025 Update: 4 Pillars Financial Wellness Advocate is Canada’s largest and most trusted firm providing support and education to resolve debt and credit issues.

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Contact:

(780) 665-3767

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

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6+ YEARS IN TBR
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BLACKBURN DAVIS FINANCIAL INC.

7345 Roper Road NorthWest,
Edmonton, AB T6E 0W4 Directions

Since 1960

Specialty:

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

Blackburn Davis Financial Inc.'s 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.

2025 Update: The company has built on the confidence and trust that clients have placed in it for over 50 years.

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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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