ThreeBestRated.ca
BEST RATED LETHBRIDGE, AB FINANCIAL SERVICES FR

3 Best Financial Services in Lethbridge, AB

Expert-recommended Top 3 Financial Services in Lethbridge, 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!

Sonance Wealth Partners Ltd - Lethbridge, AB Financial Services - Portrait
Sonance Wealth Partners Ltd - Lethbridge, AB Financial Services - Office Image
Sonance Wealth Partners Ltd - Lethbridge, AB Financial Services - Business Presentation Image
4+ YEARS ON TBR
CALL EMAIL

SONANCE WEALTH PARTNERS LTD

(4.8 Score)
3222 Fairway Street South,
Lethbridge, AB T1K 8A3 Directions

Since 2000

Specialty:

✓Financial Planning ✓Retirement Planning ✓Investment Planning ✓Estate Planning ✓Tax Planning ✓Income Tax Planning ✓Insurance Planning ✓Life Insurance ✓Financial Strategy

"Sonance Wealth Partners Ltd 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, being 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. You can contact them to get a free consultation.

2026 Highlights: Sonance Wealth Partners Ltd works together with them to navigate a clear path toward their financial goals."

Reviews   |   Write a Review
License #839294477

Contact:

(403) 381-9195

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

TBR® Inspection Report:

Chantelle Broughton - Lethbridge, AB Financial Services
Chantelle Broughton - Lethbridge, AB Financial Services
Chantelle Broughton - Lethbridge, AB Financial Services
Lethbridge financial service Chantelle Broughton - SUN LIFE video
CALL EMAIL

CHANTELLE BROUGHTON

(4.8 Score)
SUN LIFE 515 7 Street South, Suite 204,
Lethbridge, AB T1J 2G8 Directions

Since 2009

Specialty:

✓Financial Planning ✓Insurance Planning ✓Investment Planning ✓Retirement Planning ✓Estate Planning ✓Life Insurance ✓Critical Illness Insurance ✓Mortgage Insurance ✓Wealth Management

“2026 Highlights: Chantelle Broughton helps you reach your short-term and long-term goals, and works together to protect what matters most to you and help you secure your future. Her team takes a holistic approach to grow and protect your wealth. We’ll work together to try to make your money improve your life rather than hinder it. We’ll create a custom financial plan that takes into consideration your needs and goals. She takes complex info and explains it in simple ways so you can understand your plan. She offers in-person appointments for Clients who live in the area and virtual appointments for Clients across the provinces of Alberta, Saskatchewan, Manitoba, and British Columbia.”

Reviews | Play Video | Write a Review

Contact:

(403) 388-4444

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 2:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Osmond Findlay & Associates-IG Private Wealth Management - Lethbridge, AB Financial Services - Portrait
Osmond Findlay & Associates-IG Private Wealth Management - Lethbridge, AB Financial Services - Work Environment Image
Osmond Findlay & Associates-IG Private Wealth Management - Lethbridge, AB Financial Services - Creative Workspace Image
Lethbridge financial service Osmond Findlay & Associates-IG Private Wealth Management video
10+ YEARS ON TBR
CALL EMAIL

OSMOND FINDLAY & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT

(4.7 Score)
4079 4th Avenue South,
Lethbridge, AB T1J 4B5 Directions

Since 2015

Specialty:

✓Investment Planning ✓Retirement Planning ✓Tax Planning ✓Insurance Planning ✓Mortgages and Cash Flow Planning ✓Estate and Legacy Planning ✓Charitable Giving ✓Business Succession Planning

"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. They help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.

2026 Highlights: Osmond Findlay & Associates-IG Private Wealth Management creates a tailored strategy for your fiscal well-being that looks at every aspect of your financial life, a living plan that evolves as your circumstances change over time."

Reviews | Play Video | Write a Review
License #FM0857043

Contact:

(403) 328-2600 (403) 894-6639

Mon-Sun: 8:30am - 4:30pm

TBR® Inspection Report:

Video

Write a Review

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship:Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines

Contact Business

SONANCE WEALTH PARTNERS LTD 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.

Ryan and his team have always been incredibly committed and on top of our financial needs. My wife and I have always been impressed by how proactive they are in managing our accounts, always explaining the strategy behind the choices in front of us. We've been with Ryan since he took over from our previous advisor, and have never looked back.

The team at Advantage Financial has managed our funds for several years. Ryan never speaks over our heads to confuse us with market-ese, but explains things in a way that reassures me. He's responsive and a great communicator. Now our kids are using his services to manage their money too. I highly recommend Ryan and his team.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.ca.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

CHANTELLE BROUGHTON - SUN LIFE REVIEWS

Chantelle has been great to work with as our financial planner. She’s knowledgeable, easy to talk to, and always takes the time to answer questions clearly. She’s also very prompt with replies, which makes the whole process smooth and stress-free. I really appreciate her professionalism and support, and I’d happily recommend her to anyone looking for financial guidance.

Chantelle is amazing! She takes the time needed to be thorough and ensures you are comfortable with your investments. She explains everything in ways even someone with little investment knowledge like me can understand. She really gets to know you and what your comfort zone is so you are confident in your decisions. Thank you for all you do for us and for being so incredible.

Chantelle is easy to understand and always answers questions in the same manner. She is always approachable, patient and understanding. Always will listen to what we want and then will offer the best options. We like working with her.

OSMOND FINDLAY & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT 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.

TBR® Inspection Score Report

SONANCE WEALTH PARTNERS LTD Total Inspection Points: 116/120
Complete Info: 8
Acknowledgments: 9
Current Evaluation: 9
Business Images: 10
Contact Info: 10
License: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CHANTELLE BROUGHTON - SUN LIFE Total Inspection Points: 115/120
Acknowledgments: 8
Complete Info: 9
Current Evaluation: 9
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

OSMOND FINDLAY & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT Total Inspection Points: 113/120
Experience: 8
Business Hours: 9
Business Images: 9
Complete Info: 9
Review Analysis: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.