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BEST RATED RED DEER, AB FINANCIAL SERVICES FR

3 Best Financial Services in Red Deer, AB

Expert-recommended Top 3 Financial Services in Red Deer, 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!

Red Deer financial service Serena Rohrer - SUN LIFE
Red Deer financial service Serena Rohrer - SUN LIFE
Red Deer financial service Serena Rohrer - SUN LIFE
6+ YEARS IN TBR
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SERENA ROHRER

(4.8 Score)
SUN LIFE 4940 51st Avenue, Suite #1,
Red Deer, AB T4N 7C6 Directions

Since 2012

Specialty:

✓ Family and Legacy Planning ✓ Life and Health Insurance ✓ Retirement Planning ✓ Whole Life Insurance ✓ Term Life Insurance ✓ Permanent Life Insurance ✓ Universal Life Insurance ✓ Mortgage Protection Insurance ✓ Saving ✓ Budgeting and Investing ✓ RRIF (Registered Retirement Income Fund) ✓ LIF (Life Income Fund) ✓ RRSP (Registered Retirement Savings Plan) ✓ TFSA (Tax-Free Savings Account) ✓ RESPs (Registered Education Savings Plan) ✓ GICs (Guaranteed Investment Product) ✓ Mutual Funds ✓ Segregated Funds ✓ LIRA (Locked-In Retirement Account) ✓ FHSA (First Home Savings Account)

“Serena Rohrer is a financial advisor at Sun Life who will work closely with you to fully understand your situation and goals. Based on your needs, she helps you make informed financial choices to build your savings, protect what you save against unexpected events, and prepare financially for the future. You can rest assured knowing you’re in capable hands when working with her. She works hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being. Sun Life continues building that trust through their unwavering commitment to clients. They are dedicated to helping their clients achieve lifetime financial security and live healthier, brighter lives. You can contact her to book an appointment.

2025 Update: Whether you’re just starting, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals.”

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Contact:

(403) 600-0300

Mon-Sat: 9am - 9pm
Sun: Closed

TBR® Inspection Report:

Red Deer financial service Krall & Williams Group - IG WEALTH MANAGEMENT
Red Deer financial service Krall & Williams Group - IG WEALTH MANAGEMENT
Red Deer financial service Krall & Williams Group - IG WEALTH MANAGEMENT video
7+ YEARS IN TBR
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KRALL & WILLIAMS GROUP

(4.8 Score)
IG WEALTH MANAGEMENT 5441 45 Street, Suite 120,
Red Deer, AB T4N 1L2 Directions

Since 2004

Specialty:

✓ Investment Planning ✓ Estate and Legacy Planning ✓ Financial and Retirement Planning ✓ Business Succession Planning ✓ Tax Planning ✓ Insurance Planning

“Krall & Williams Group-IG Wealth Management is committed to providing superior service standards and developing lasting relationships with clients and individuals. Trevor Krall is the firm's executive financial consultant. As a Division Director, he mentors a team of financial advisors and administrative assistants, serving an extensive network of clients. He personally coaches them to become professionals in the financial field and build successful careers in helping Canadians with financial strategies. The team at Krall & Williams Group-IG Wealth Management offers quality financial planning guidance and the right solutions for their clients' needs. They are dedicated to building strong communities across Canada.

2025 Update: Their team of experts includes tax accountants, estate lawyers (and notaries in Quebec), financial planning and pension specialists, mortgage advisors, portfolio strategists, and estate and insurance specialists.”

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Contact:

(403) 343-7030

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

TBR® Inspection Report:

Red Deer financial service Kevin Stevens - SCOTIA WEALTH MANAGEMENT
Red Deer financial service Kevin Stevens - SCOTIA WEALTH MANAGEMENT
Red Deer financial service Kevin Stevens - SCOTIA WEALTH MANAGEMENT
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KEVIN STEVENS

(4.7 Score)
SCOTIA WEALTH MANAGEMENT
4320 50 Avenue, Suite 201,
Red Deer, AB T4N 3Z6 Directions

Since 2014

Specialty:

✓ Financial Planning and Retirement Strategies ✓ Total Wealth Planning ✓ Transfer and Enhance Wealth ✓ Investment Management ✓ Managing Investments with Advice and Solutions ✓ Diversification and Portfolio Balancing ✓ Risk Analysis ✓ Market Research ✓ Insurance Solutions ✓ Risk Management ✓ Wealth Optimization ✓ Tax-Efficient Strategies ✓ Asset Diversification ✓ Family Legacy Resolution ✓ Estate and Trust Services ✓ Will and Estate Planning ✓ Philanthropic Advisory Services ✓ Trust Management ✓ Tax Planning and Optimization ✓ Ongoing Monitoring and Adjustments ✓ Contingency Planning ✓ Inter-Generational Wealth Planning ✓ Family Governance and Strategies

“2025 Update: Kevin Stevens specializes in helping professionals, retirees, and tradespeople make sound financial decisions to help achieve their long-term financial goals. Kevin holds the Certified Financial Planner Designation (CFP®), which is the only internationally recognized financial planning designation. As a distinguished Wealth Advisor, he brings extensive experience, knowledge, and education in wealth management to the table. He provides personalized and holistic financial solutions to my clients, tailored to their unique needs and goals. Kevin also holds the Fellow of the Canadian Securities Institute designation (FCSI®). With a deep understanding of the financial landscape and a commitment to putting his clients’ interests first, he strives to build long-term relationships based on trust, transparency, and exceptional service. You can contact him today to schedule a consultation and take the first step towards a brighter financial future.”

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Contact:

(403) 356-7027 (866) 398-4597

Mon-Fri: 7:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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SERENA ROHRER - SUN LIFE REVIEWS

Serena was a very good choice for us to plan our future in regards to the insurances. She was thorough and explained the products in great depth. She was very accommodating and helped us make a decision with open options to change or increase the services. I would definitely recommend my friends and anyone reading this review to ask for Serena Rohrer at Sunlife in Red Deer. We feel safe and content about our future.

It’s very nice to meet Serena today. She is amazing and make me feel comfortable and explain everything so clear. If you looking for the life insurance I absolutely recommend Serena Rohrer she did an amazing job and she’ll get back to you ASAP through the email and phone or text!!! Thank you Serena you are so professional . Thank you foe getting don’t for me so quickly.

We met Serena and immediately ,she showed us great knowledge and interest , making us feel real positive and secure working with her . She explained every step with great patience and provided us with many options sharing her experience! . We definitively recommend her.

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KRALL & WILLIAMS GROUP - IG WEALTH MANAGEMENT REVIEWS

Having begun an intership at Investors Group in January, I have nothing but good to say about the organization. I could go on at length, but I will keep this brief. As an intern, I have been welcomed into the organization, and included in various aspects and team building activities within the company. They are very goal orriented as an organization, and as such, there is little if any present office politics. Everyone is there to achieve something, and will work together as needed no reach the best results for the organization, and for each member of the teams.

We have dealt with them for two mortgages so far and the rates received and support from the staff was excellent. In addition, we have had good experiences with our investments with them and have RRSPs, an RESP, and non-registered investments with them.

KEVIN STEVENS - SCOTIA WEALTH MANAGEMENT REVIEWS

Kevin is one of the most financially knowledgeable and well-rounded Certified Financial Planners I’ve come across. His deep understanding of investing, retirement planning, and wealth management is clear, and he’s always up to date with the latest strategies and trends to help you towards your goals. What really sets him apart is his passion for educating others—he takes the time to break things down and truly empowers people to make confident financial decisions. A true professional who genuinely cares. Would highly recommended!.

Kevin is great to deal with. He's very proactive and looks out for our best interests. Kevin is extremely responsive, professional and very helpful. We have already recommended him to all of our adult kids when it comes to financial management.

Kevin has been our financial advisor for over five years. He is personable, dedicated, and very knowledgeable. He helped us develop a retirement plan perfect for us, and we highly recommend him!!.

TBR® Inspection Score Report

SERENA ROHRER - SUN LIFE Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

KRALL & WILLIAMS GROUP - IG WEALTH MANAGEMENT Total Inspection Points: 114/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Reviews Accuracy: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

KEVIN STEVENS - SCOTIA WEALTH MANAGEMENT Total Inspection Points: 112/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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