3 Best Financial Services in Regina

“Worby Wealth Management is an independent financial planner that helps you achieve those dreams with a tailored plan that fits your specific and unique needs and financial situation. Chris Worby is the founder and wealth advisor of the firm. As a third-generation Regina financial advisor, he believes in investing with a long-term perspective. He holds the Financial Management Advisor designation and recently attained the Chartered Investment Manager (CIM®). Since 2001, the Worby Wealth Management team has been committed to providing high-quality financial services to individuals, families, and business owners in Saskatchewan. Their local team is based in their office in Regina, Saskatchewan. Clients know they can count on a thorough exploration of all their financial planning concerns as they pursue their financial goals. Worby Wealth Management has worked closely with clients to devise ways to simplify and streamline complicated processes.”

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“ATA Financial's planning process provides a clear vision of how clients can best fulfill their chief goal of caring for their families, businesses, and themselves. Adam Calibaba is the firm's financial and certified executor advisor (CEA). He can advise his clients on ways to navigate the daunting task of settling a loved one's estate or retiring knowing they did their best for their family. As a partner in ATA Financial Group, he finds this personalized approach to financial planning an enormous source of fulfillment. The philosophy of the team at ATA Financial is that each individual, family, or institution has unique goals for their financial future. They work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps clients achieve them. They truly believe people want to be part of something growing and productive. Their clients value perseverance, passion, and the importance of life balance.”

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“Wascana Financial Group offers a full range of insurance products to help clients protect themselves and their loved ones. Ron St. Onge is the founder and president of the group. He is a financial security and investment representative with Freedom 55 Financial and Quadrus Investment Services Ltd. He is a proud Million Dollar Round Table and Regina Breakfast Club member, specializing in estate planning and wealth accumulation for the affluent market. The team at Wascana Financial Group also provide investment and retirement planning to help people lead the financial lives they envision for themselves and their families. They take the time to build a relationship with each client, understanding that financial planning is much more than just a projection of finances. Whether discussing retirement, children's education, or insurance, each plan is tailored to fit your needs.”

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