Advantage Financial Services stands out as a prominent financial consultancy located in Lethbridge, Alberta. Playing the role of Portfolio Manager within the firm is Ryan Peterson, who also happens to be its founder back in 2008. Ryan Peterson is a Registered Representative with IIROC and has earned the prestigious Chartered Investment Manager designation. At Advantage Financial Services, they place a strong emphasis on the power of a collaborative team approach. Each team member contributes a distinct set of strengths and skills, creating a dynamic environment. Their diligence in handling your financial matters is a testament to the effort invested in accruing your wealth, and thus, they consider the management of risks and the minimization of taxes to be of paramount importance. They deeply understand that everyone's financial goals are highly individualistic, and in recognition of this fact, they work diligently to assist you in optimizing your investments. With a keen eye on your personal objectives, they endeavour to help you maximize the potential of your investments in pursuit of your aspirations.
UNIQUE FACTS:
• Book a Free Consultation
• Affordable Price
• Monthly E-Newsletter Full of Articles
• Online Appointments.
3 Best Financial Services in Lethbridge, AB
Expert recommended Top 3 Financial Services in Lethbridge, Alberta. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
ADVANTAGE FINANCIAL SERVICES REVIEWS
The service from Ryan and the team at Advantage has been outstanding. A group of warm and accessible people that are extremely good at what they do. They make the process of investing easy to understand to a financial layman like myself and gave me the assurance I needed in times of uncertainty. Highly recommended!
I am happy to say that my experience with Advantage Financial Services has been very positive. Ryan and Dan have given good advise and have also honored my wishes when I requested some unconventional investments. Skylar is always ready to help out on the admin side and sees that things run smoothly. More important the rate of return has been better that expected. Keep up the good work.
I've dealt with Advantage, and Ryan Peterson for many years now. I really appreciate their personal touch, while staying true to their internal model for investing. Its not easy to keep the emotion out of investing and Ryan does a fantastic job keeping everyone focused on the long-term plan. Have and will continue to recommend to people.
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Kranzler Financial Services Inc. has established itself as a renowned entity within the financial services realm in Lethbridge, Alberta. Since January 2008, Kevin Kranzler has effectively fulfilled the role of a Financial Advisor in the Lethbridge area. His professional duties involve candid discussions regarding their financial requisites and objectives and thorough analysis of their particular circumstances. Kevin's client base spans both individuals and corporate entities, underscoring the breadth of his expertise. Armed with a wealth of knowledge and skill, Kevin provides a diverse array of products and solutions. Under his guidance, the firm serves to adeptly oversee its clientele's financial demands by offering sound advice across an array of financial alternatives and products. Over time, Kevin has honed his proficiency in an array of domains, including but not limited to Life Insurance, Investment products, Group Benefits Plans, Group RRSP & Group TFSA Plans, Health Spending Accounts, and Manulife One Accounts.
UNIQUE FACTS:
• Collecting Comprehensive Information
• Closely Collaborating with His Clients
• Schedule a 100% Free Consultation.
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Sat & Sun: Closed
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KRANZLER FINANCIAL SERVICES INC. REVIEWS
Working with Kevin has been a very beneficial experience for my business. He truly cares about his clients and goes the extra mile to get the best rates and packages that are right for you. Kevin helped me save almost $8000 per year on employee benefits. I would recommend Kevin to any small business owner without question.
Kevin was extremely easy to deal with, and I really appreciated his professionalism. He found the right health benefits plan for our small Automotive shop, giving us great value for our money. I'll also have no questions referring friends or family his way, because I'll know their in good hands!
Always a pleasure to work with Kevin. He has helped us with personal investments brought over from the UK and in our business with Health benefits and spending account. He loves to get you the best and lowest rate for your companies Health benefits - so give Kevin a call.
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Osmond Findlay & Associates is a well-known Private Wealth Management in Lethbridge, Alberta. This process guarantees that your strategy remains agile and in sync with the changes that naturally occur in your life's trajectory. Ben will not only introduce you to a meticulously designed financial plan, but it will encompass a comprehensive spectrum – ranging from investments and retirement to estate planning, life insurance, and strategic tax considerations. Their method of financial planning is uniquely designed to bring clarity to various hypothetical scenarios, thus providing you with the insights required to achieve your envisioned outcomes. Each day, they dedicate themselves to delivering enduring value to all stakeholders. Their company operates based on a set of guiding principles that prioritize sound governance, operational integrity, ethical conduct, and unwavering respect for their personnel, their community, and the environment.
UNIQUE FACTS:
• More than 10 Years of Combined Experience
• Online Appointment
• On-Site Services.
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OSMOND FINDLAY & ASSOCIATES REVIEWS
Ben is a wonderful financial advisor with a great amount of financial experience and knowledge. Aside from managing my investments, he has been able to answer any and all of my tax questions and concerns, and has been not only able to grow my investments, but to save me money as well. He has been available almost any time of the day/evening for meetings and questions, and is always willing to offer advice and help. I wouldn't take my money anywhere else!
Ben Osmond is a clear communicator who listens well and answers questions in a way that is easy to understand. I would recommend him as a financial advisor and investment broker to anyone.
Ben provided advice to us for our estate financial plan. He did a thorough analysis of the all of our information and then gave us several options and scenarios for consideration. We were very pleased with Ben's service. I would not hesitate to recommend him for anyone seeking financial planning.
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