BEST RATED RED DEER, AB FINANCIAL SERVICES FR

3 Best Financial Services in Red Deer, AB

Name: 3 Best Financial Services in Red Deer, Alberta
Rating: 4.7

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

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SERENA ROHRER

4.8

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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TBR® Inspection Report:

Red Deer financial service Krall & Williams Group - IG WEALTH MANAGEMENT

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KRALL & WILLIAMS GROUP

4.8

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

Since 2004

Specialty:

“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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Red Deer financial service Kevin Stevens - SCOTIA WEALTH MANAGEMENT

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KEVIN STEVENS

4.7

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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TBR® Inspection Report:

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.