BEST RATED LETHBRIDGE, AB FINANCIAL SERVICES FR

3 Best Financial Services in Lethbridge, AB

Q: How do you help clients identify their most important financial priorities?

We start with the discovery conversation about what matters most: the three star family, business, the farm, retirement, lifestyle. Then we organize your full financial picture, including assets, debts, corporate holdings, insurance and taxes. Together we rank your goals by urgency and impact. For farm and business families, that often means balancing what the operation needs against what the household needs. You leave with a well rounded plan, a clear list of priorities and an action plan.

Q: How do you help clients evaluate the financial impact of major purchases?

Whether it's land, equipment, a home, a practice, or a business, I model the purchase against your whole plan. We look at cash flow, financial operations, tax effects, and whether to buy personally or through your corporation. We also check how it affects retirement and succession timelines. You see the trade-offs in plain numbers before you commit.

Q: How many clients do you assist each year?

I work with many families and business each year. We have members on the team to help clients of all types and sizes.

Q: Do you provide virtual financial consultations?

Busy schedules and harvest season don't leave much time for driving into town or to my office. That's why I offer secure video meetings, phone calls and electronic document signing. Clients can meet from their office, the house, or the combine. In person meetings in Lethbridge are always available too. Many clients use a mix of both.

Q: What certifications and registrations do you have in Lethbridge?

I hold the Certified Financial Planner (CFP) & Registered Retirement Consultant (RRC) designation from FP Canada. I am licensed with CIRO in BC, AB, SK, & MB, along with the Alberta Insurance Council and the BC Insurance Council.

Q: What is the typical cost range for your financial services in Lethbridge?

Fees are based on commissions and a percentage of assets.

Q: What considerations do you discuss with clients who are planning to relocate?

We cover tax differences between provinces, or between countries if you are leaving Canada. We also talk about housing costs, health coverage gaps, and how to handle your home, land, or business when you leave. For farm families, we plan how to a move fits with succession and who will run the operation. Then we update your estate documents and investments for your new stage of life.

Q: How quickly can you respond to clients who require urgent financial guidance?

I aim to respond to urgent requests within 24 hours. You can reach someone in my office during regular business hours for urgent requests.

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

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SONANCE WEALTH PARTNERS LTD

3222 Fairway Street South,
Lethbridge, AB T1K 8A3 Directions

Since 2000

Specialty:

"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."

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Chantelle Broughton - Lethbridge, AB Financial Services - Professional Portrait Image

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CHANTELLE BROUGHTON

SUN LIFE 515 7 Street South, Suite 204,
Lethbridge, AB T1J 2G8 Directions

Since 2009

Specialty:

“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.”

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Osmond Findlay & Associates-IG Private Wealth Management - Lethbridge, AB Financial Services - Portrait

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OSMOND FINDLAY & ASSOCIATES-IG PRIVATE WEALTH MANAGEMENT

4079 4th Avenue South,
Lethbridge, AB T1J 4B5 Directions

Since 2015

Specialty:

"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."

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Frequently Asked Questions About Financial Services in Lethbridge, Canada

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service provider that best suits your needs.

1. What types of clients and businesses do you serve?

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Answer from CHANTELLE BROUGHTON - SUN LIFE

I work with three main groups across Lethbridge and Southern Alberta. The first is busy professionals, such as doctors, dentists, engineers, and other incorporated professionals. The second is business owners who need their business and personal plans to work together. The third Is farm and ranch families planning for succession, retirement and the next generation. I understand family operations corporations and cash flow that changes from season to season.

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2. How do you help clients identify their most important financial priorities? 3. How do you help clients evaluate the financial impact of major purchases? 4. How many clients do you assist each year? 5. Do you provide virtual financial consultations? 6. What certifications and registrations do you have in Lethbridge? 7. What is the typical cost range for your financial services in Lethbridge? 8. What considerations do you discuss with clients who are planning to relocate? 9. How quickly can you respond to clients who require urgent financial guidance? 10. What languages do you speak?

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.

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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Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.

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