3 Best Financial Services in St. Albert, AB

“Red Willow Wealth Management partners are Craig Strain and Steve Emerson. Their focus is to identify your needs and objectives, implement a plan to fulfill your individual and household requirements and apply those strategies through a comprehensive approach to grow your wealth and give you the confidence to meet your personal goals. They serve individuals, families, and businesses. Located in St. Albert and serving clients across the Capital Region and Alberta, Red Willow Wealth Management offers investment planning and financial management expertise to fit your circumstances.

Read more

“Clarity Wealth Counsel Inc. has provided retirement tax and estate planning services to business owners in Alberta for the past 20 years. Aron Egey-Samu is the financial planner at Clarity Wealth Counsel Inc. He has provided expert financial and estate planning strategies to business owners and select families across Alberta. Aron Egey-Samu's clients value his insightful advice and the regular meetings he holds to review their financial progress. Known for his disciplined approach and professionalism, Aron has built a reputation as a financially savvy and client-focused advisor. Aron Egey-Samu takes pride in truly understanding his clients' needs and guiding them through their financial journeys with care and dedication. Contact Aron Egey-Samu to discuss your financial needs.

Read more

“MacDonald & Associates-IG Private Wealth Management has over 25 years of experience. The team helps you build confidence in your future as they aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, they will ensure that each part of your financial picture is synchronized. They will achieve this through accountability, a specialized collaborative approach, and their commitment to providing a superb client experience. With an enhanced team-based approach that provides local and national industry expertise, MacDonald & Associates-IG Private Wealth Management provides you with elevated advice and resources. They offer comprehensive wealth management solutions and will tailor an approach specific to managing your wealth and achieving your goals based on what is right for your unique needs.

Read more