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3 Best Financial Services in Medicine Hat, AB

Expert-recommended Top 3 Financial Services in Medicine Hat, 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!

Medicine Hat financial service Troy Hale - OPTIMIZE WEALTH MANAGEMENT
Medicine Hat financial service Troy Hale - OPTIMIZE WEALTH MANAGEMENT
Medicine Hat financial service Troy Hale - OPTIMIZE WEALTH MANAGEMENT
Medicine Hat financial service Troy Hale - OPTIMIZE WEALTH MANAGEMENT video
7+ YEARS IN TBR
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TROY HALE

(5.0 Score)
OPTIMIZE WEALTH MANAGEMENT
3030 13 Avenue South East,
Medicine Hat, AB T1B 1E3
Directions

Since 2006

Specialty:

✓ Financial Planning ✓ Retirement Income Planning ✓ Tax-Efficient Withdrawal Strategies ✓ Investment Management ✓ Portfolio Design ✓ Estate Planning Coordination ✓ Risk Management ✓ Business Owner Planning ✓ Wealth Accumulation and Decumulation Strategies

“ Troy Hale is a Certified Financial Planner (CFP®) with over 20 years of experience helping Albertans build tax-efficient retirement plans and make smarter financial decisions. He works primarily with individuals and families aged 50+ who want to turn their savings into a reliable, lifelong income. Troy specializes in retirement income planning, tax-efficient withdrawal strategies, investment management, and estate planning. His approach is simple: reduce unnecessary risk, reduce taxes, and create a plan you can actually understand and follow. He has been recognized as a Top 3 Financial Services provider in Medicine Hat for 7 consecutive years from 2019 to 2025 and is known for explaining complex financial concepts in a way that feels simple, practical, and actionable. He is a Optimize Wealth Management, which received 4 Best Financial Planning Firms in Medicine Hat News from 2021 to 2024. Their Clients don't just get a portfolio; they get a clear plan that shows how their money will work, how taxes will be minimized, and how their retirement income will last. Their fees vary based on the complexity of your situation and the services provided. Most clients are served on a percentage-based investment management fee that includes ongoing financial planning, portfolio management, and regular reviews.”

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Gold Winner of the Financial Advisors Award 2021-2025

Discount:

Complimentary Initial Consultation [USE CODE: THREEBESTRATED]

Contact:

(403) 526-1070

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

TBR® Inspection Report:

Medicine Hat financial service Agnes English - EDWARD JONES
Medicine Hat financial service Agnes English - EDWARD JONES
Medicine Hat financial service Agnes English - EDWARD JONES
3+ YEARS IN TBR
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AGNES ENGLISH

(4.8 Score)
EDWARD JONES
518 Second Street SouthEast,
Medicine Hat, AB T1A 0C6 Directions

Since 1998

Specialty:

✓ Retirement Accounts ✓ Tax-Free Savings Account ✓ Brokerage Accounts ✓ Registered Education Savings Plan ✓ Cash and Credit ✓ Wealth Strategies ✓ Mutual Funds ✓ Exchange-Traded Funds ✓ Insurance and Annuities ✓ Business Insurance ✓ Annuities ✓ Living Benefits Insurance

“Agnes English and her team are enthusiastic about partnering with your attorney, accountant, and other trusted professionals to develop a comprehensive strategy that utilizes everyone’s expertise. Their goal is to create a detailed, customized plan tailored to your financial aspirations. Agnes is dedicated to ensuring that every aspect of your strategy aligns with your personal goals, providing clear and practical guidance. Her approach focuses on building strong, collaborative relationships to help you confidently navigate your financial journey. You can reach out to Agnes and her team to create a strategy to help you achieve your financial dreams.

2025 Update: Whether you're planning for retirement, saving for college for children, or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work together to develop specific strategies to help you achieve your goals.”

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Contact:

(403) 504-1666 (587) 419-0885

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TBR® Inspection Report:

Medicine Hat financial service SevenOak Private Wealth Ltd
Medicine Hat financial service SevenOak Private Wealth Ltd
7+ YEARS IN TBR
CALL EMAIL

SEVENOAK PRIVATE WEALTH LTD

(4.7 Score)
660 2nd Street SouthEast, Suite 3,
Medicine Hat, AB T1A 0C8 Directions

Since 2015

Specialty:

✓ Wealth Accumulation ✓ Tax Planning ✓ Wealth Protection and Estate Planning

“SevenOak Private Wealth Ltd is committed to inspiring and empowering clients to achieve their dreams. Tyler Davidson is the firm's financial planner. An experienced financial planning professional, he brings a wealth of knowledge and a history of success to the SevenOak team. Tyler moved to Medicine Hat to study business and finance, graduating with honours from Medicine Hat College before starting a successful career in financial services. At the office, Tyler and his team take a particular interest in risk management and draw their professional inspiration from the desire to help clients achieve their goals. They help you design the life you most want to lead. They work to understand your goals, keep you financially informed, and implement a portfolio tailored to your vision of an ideal future.

2025 Update: They are dedicated to treating clients, strategic partners, and fellow staff with integrity, communicating with them honestly, and upholding a standard of professional transparency.”

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Contact:

(403) 529-0555

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Frequently Asked Questions About Financial Services in Medicine Hat, Canada

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

1. Do you provide personalized financial planning?
Troy Hale - OPTIMIZE WEALTH MANAGEMENT
Yes, every plan is built around your specific goals, income needs, tax situation, investments, and family priorities. I don't believe in generic advice. Your retirement plan should show exactly how your money will work.
Agnes English - EDWARD JONES - Submit now
SevenOak Private Wealth Ltd - Submit now
2. Do you offer virtual consultations? 3. Do you have experience with clients in my industry or financial situation? 4. Do you assist with tax optimization or filing? 5. Do you provide ongoing portfolio monitoring? 6. How do you evaluate investment options? 7. How do you ensure client data security? 8. How do you structure fees and charges? 9. How do you handle emergencies or urgent financial decisions? 10. How do you communicate updates to clients?

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TROY HALE - OPTIMIZE WEALTH MANAGEMENT REVIEWS

Troy was absolutely wonderful helping me this morning. He went through a lot of information and did more than expected. It was a pleasure dealing with Troy and I thank him very much and hope to continue working with him.

Working with Troy has been a very positive experience as he mixes professionalism and thorough knowledge with a down to earth and easy to understand approach. These factors make me feel very confident in moving my portfolio to Troy.

Excellent knowledge and communication skills by Troy. Our meeting was a very enlightening and pleasurable experience.

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AGNES ENGLISH - EDWARD JONES REVIEWS

We moved to Agnes after our own Edward Jones advisor moved. She has been totally professional in our dealings and we feel very comfortable with her style of advise. Totally recommend het to anyone wanting a honest approach to investing.

I have been a client for over 15 years. The most amazingly dedicated, Smart, conscientious, honest person I know. I’ve recommended to ALL.

SEVENOAK PRIVATE WEALTH LTD REVIEWS

Mike and Tyler go above and beyond when it comes to looking after their clients. They listen and take a holistic approach that involves all aspects of your financial life. Trust me... you need to connect with Seven Oak.

Am exceptionally happy with the way my Investments are being handled with Tyler and his Firm after years of investing. I would highly recommend his obvious expertise and experience in this day and age.

Mike and Tyler go above and beyond when it comes to looking after their clients. They listen and take a holistic approach that involves all aspects of your financial life.

TBR® Inspection Score Report

TROY HALE - OPTIMIZE WEALTH MANAGEMENT Total Inspection Points: 119/120
Complete Info: 9
Business Hours: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy: 10
Social Media: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

AGNES ENGLISH - EDWARD JONES Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Contact Info: 9
Page Maintenance: 9
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SEVENOAK PRIVATE WEALTH LTD Total Inspection Points: 113/120
Business Hours: 8
Business Images: 8
Complete Info: 8
Website Standard: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10

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