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BEST RATED EDMONTON, AB FINANCIAL SERVICES FR

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!

Edmonton financial service Ascendant Financial
Edmonton financial service Ascendant Financial
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ASCENDANT FINANCIAL

(4.9 Score)
4445 Calgary Trail Northwest, Suite 600,
Edmonton, AB T6H 5W6 Directions

Since 2019

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 Update: 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 helping 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 implements Infinite Banking strategies using participating whole life insurance. Ascendant Financial Provides financial planning to help clients achieve their long-term financial goals. They focuses on helping you achieve financial independence with practical knowledge and strategies.”

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License #2021743550

Contact:

(780) 809-4599

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

TBR® Inspection Report:

Edmonton financial service 4 Pillars Financial Wellness Advocate
Edmonton financial service 4 Pillars Financial Wellness Advocate
Edmonton financial service 4 Pillars Financial Wellness Advocate
Edmonton financial service 4 Pillars Financial Wellness Advocate video
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4 PILLARS FINANCIAL WELLNESS ADVOCATE

(4.8 Score)
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

TBR® Inspection Report:

Edmonton financial service Blackburn Davis Financial Inc.
Edmonton financial service Blackburn Davis Financial Inc.
Edmonton financial service Blackburn Davis Financial Inc.
Edmonton financial service Blackburn Davis Financial Inc. video
6+ YEARS IN TBR
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BLACKBURN DAVIS FINANCIAL INC.

(4.8 Score)
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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ASCENDANT FINANCIAL REVIEWS

My experience working with Ascendant Financial has been fantastic. If I could give them 10 stars I would. I Really love the approach they take to teaching and educating about IBC since there is so much miss information out there. they stay true to the fundamentals that Nelson teaches.I really really love working with my coach Chey He makes it simple he makes it fun and easy to understand IBC and what I really really appreciate is that he Meets me where I am every time we have a conversation I feel like I’m talking to an older brother and it feels kind of like we are solving a puzzle together. I highly recommend anybody reading this review to go get yourself a copy of Becoming Your Own Banker and Book a call with ascendant Financial They Know what they are doing you will not regret it this will change your Life.

Ascendant Financial helped me open a whole new perspective on how our family's financial life must be done. They showed and explained to us what is missing in our financial strategy that keeps us stuck. Mr. Dan Allen, my advisor, has done a great job setting up all my insurance policies and in helping me understand the concept of Infinite Banking in a deeper level. I still have much to learn about the process, but I'm glad I'm part of a community that I know will help me grow financially. I highly recommend Ascendant Financial to those of you who are interested in learning the Infinite Banking Concept. Almost all of the advisors with Ascendant Financial have trained and was mentored by Mr. Nelson Nash himself, so they know this whole concept and process of becoming your own banker.

Ascendent financial is an exceptional company. Sebastian is a outstanding professional. He was so great through the whole process of educating and determining the best possible policy for me. I cannot thank him enough. Great work.

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4 PILLARS FINANCIAL WELLNESS ADVOCATE REVIEWS

I'm not sure if I have the right words to express how much 4 Pillars has aided me in getting my finances under control. Working directly with Shikha Syal was easy, as she gave me detailed explanations all along the process. I can't believe how must the stress I feel has subsided as we reach the end of this ordeal. I will recommend their services without hesitation.

Dino was such great help with getting my debt consolidated. I was feeling like I was drowning, and four pillars helped me get out of the water and rebuild a new life with better financial decisions. The process was extremely easy and I’m close to being debt free. I would highly recommend their services to anyone needing help.

I had a very positive experience with this group and Mr. Zak. I highly recommend using their services. They are very responsible, responsive, and skilled.

BLACKBURN DAVIS FINANCIAL INC. REVIEWS

We have dealt with Blackburn Davis Financial for almost 13 years and have been very happy. John and Stephen who we have worked closely with, listen to their clients, access their needs for the future and provide recommendations based on sound investment principals. They provide you with a plan that answers the question, "will I have enough when I retire?' As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status quo. They are always available to answer all your questions and work hard at keeping you not only informed, but also to ensure that as things change in your life they continue to review and update your plan so that you can retire stress free.

We became clients of Blackburn Davis Financial several years ago and have entrusted our retirement portfolio to John Davis. Since that time, our adult children have also become clients. We have always found John and his staff to be very honest and dedicated professionals. Throughout the years he has been helpful in explaining financial matters in terms that make it easy to understand. Not only does John send frequent financial updates to us, but we also meet with him on a regular basis. Whenever we have a financial question he or one of his staff are quick to respond. We would have no hesitation in recommending Blackburn Davis Financial.

My experience with the Team of Blackburn Davis Financial dates back 27 years… beginning with Cecil Blackburn, then John Davis and for the past 15 years or so, Stephen MacDonald. Throughout this time, each member of your team, have consistently been there for me… by offering the utmost in professional yet caring, skilled yet guided, comprehensive service. With our combined practiced patience ( Stephen’s words), I have developed trust in all those involved in nurturing my nest egg, as they would their loved one’s. Moving forward in my senior years, I remain confident and grateful for Stephen and his Team’s ability to continue nurturing my retirement nest egg. Thank You All! Barb F.

TBR® Inspection Score Report

ASCENDANT FINANCIAL Total Inspection Points: 118/120
Business Images: 9
Complete Info: 9
Contact Info: 10
License: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

4 PILLARS FINANCIAL WELLNESS ADVOCATE Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Legitimate Ratings: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Social Media: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

BLACKBURN DAVIS FINANCIAL INC. Total Inspection Points: 115/120
Business Hours: 8
Complete Info: 9
Legitimate Ratings: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Social Media: 10
Videos: 10
Website Standard: 10

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