3 Best Financial Services in Lethbridge, AB

“Advantage Financial Services understands that your financial objectives are very personal, and they help you maximize your investments to achieve your goals. Ryan Peterson is the owner and portfolio manager of the firm. He is committed to providing independent, unbiased research, great service, and, most importantly, someone you can trust to create a customized approach to achieve your financial objectives. He has a strong and experienced team to ensure that all client needs are met and each client is treated respectfully. The team believes in this approach because each member brings a unique strength and skill set. They know you worked hard for your money, so controlling risks and minimizing taxes is essential.

“Kranzler Financial Services Inc. manages their financial needs by advising on various financial options and products. Kevin Kranzler is the founder of the firm. He has been a financial advisor in Lethbridge, AB, since January 2008. As a financial advisor, he is responsible for operating in his client's best interests. Every client has a different financial situation and a specific set of financial goals and needs. He works with his clients, gathering their information, discussing their financial needs and objectives, and analyzing their situation so that they devise a plan to help them reach their goals together. Because of the varying needs of all types of clients, Kranzler has the knowledge and ability to offer multiple products and solutions.

“Osmond Findlay & Associates-IG Private Wealth Management works with clients who have enjoyed success and built substantial wealth. They help define near and long-term strategies to maximize financial well-being, minimize taxes, and ensure clients can care for the things most matter to them. They strive every day to deliver long-term value to their stakeholders. Their firm conducts their business in a way that emphasizes good governance, operational integrity, ethical practices, and respect for their people, their community, and the environment. Their team has more than ten years of combined experience in financial services, and their expertise is complemented by that of IG's in-house tax, estate, insurance, mortgage, and advanced financial planning professionals. Working together, they create a tailored strategy for your fiscal well-being that examines every aspect of your financial life.