Red Willow Wealth Management, located in St. Albert, Alberta, is a well-established financial planning firm. Craig Strain, a Certified Financial Planner, leads the team at Red Willow Wealth Management. With 14 years of experience in the financial services industry, he holds recognition as both a Certified Financial Planner and a Chartered Life Underwriter. Their clientele consists of individuals, families, and businesses in St. Albert and the broader Edmonton area. The primary objective of Red Willow Wealth Management advisors is to assist each client in achieving their unique financial objectives. They accomplish this by placing emphasis on six key areas of needs analysis. As a result, they are dedicated to providing exceptional financial services that span the entire spectrum of your financial journey.
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• Book a Free Consultation
• In-Person Appointment
• Phone Appointment
• Online Appointment.
3 Best Financial Services in St. Albert, AB
Expert recommended Top 3 Financial Services in St. Albert, Alberta. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
RED WILLOW WEALTH MANAGEMENT REVIEWS
Craig and Steve took the time to meet with me on several occasions, address all my concerns in a timely manner. They helped me evaluate my assets to ensure we have adequate coverage in place. They are knowledgeable, personable, they take the time to review all aspects of your financial situation and address all the areas that could potentially pose as a risk for you and your loved ones in the future. I was so impressed with their passion for their profession that I moved my families portfolio to them.
Craig Strain helped me set up my RDSP in a very professional and efficient manner. The process for myself seemed daunting and he took care of all the paperwork. Steve helped my daughter and I set up our Life and disability insurance and answered all the questions we had very promptly. I trust Red Willow Wealth Management with all my financial and insurance needs. You should too!.
I would highly recommend working with Craig and Red Willow Wealth Management! He was thorough and found the right life and disability insurance for me as a physiotherapist. The Vitality rewards program is great and I have already saved a lot of money on hotels and sporting goods.
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Clarity Wealth Counsel is a well-known financial consultancy firm situated in St. Albert, Alberta. Within Clarity Wealth Counsel, Aron Egey serves as the Financial Planner for Business Owners. Since 2003, Sonia Egey has held the position of Senior Wealth Advisor at Clarity Wealth Counsel, located in Campbell Business Park. Aron Egey has been providing recommended Financial and Estate Planning strategies to business owners and a select group of families in Alberta. His reputation is built upon his disciplined approach and unwavering professionalism, making him known for his financial acumen and client-centric focus. Aron Egey is dedicated to continuous self-improvement through ongoing education and has earned several professional designations.
UNIQUE FACTS:
• Online Appointment
• Certified Staffs
• On-Site Services.
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Working Hours:
Sat & Sun: Closed
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CLARITY WEALTH COUNSEL REVIEWS
Aron, Sonia, and the team at Clarity Wealth Counsel continue to great service. From the beginning (we have been with them for more than 2 years now) they have timely responses to emails or calls with explanations I can understand. Aron has assisted us with life and disability insurance as well as investing and planning for the future. I know my family's finances are in good hands with Clarity Wealth Counsel in our corner. Thank you!
My husband and I sat down with Aron, as we had no ideas on investing or retirement planning. Aron is super knowledgeable and helpful with our retirement planning and explained everything. Clarity Wealth Councel will be our investment company moving forward.
Aron and Sonia, are hands down the best team to bring your life savings to. They will also help you design and plan your retirement. I highly recommend.
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Adam J. Klauwers is a prominent financial advisor at Edward Jones in St. Albert. Over time, as his practice expanded, he remained committed to advancing his professional skills and accomplishments. In 2019, he achieved the Certified Financial Planner (CFP®) designation, followed by earning the Certified Exit Planning Advisor (CEPA®) designation in 2023. Adam takes great satisfaction in serving the local community as an Edward Jones Financial Advisor. His approach to financial planning is comprehensive, examining every facet of your financial situation, discerning your objectives, and implementing strategies that align optimally with your goals. Additionally, he assists in transitioning your financial plans by meticulously reviewing all available options to maximize tax-efficient income. By leveraging the collective expertise of his team, Adam is dedicated to delivering a comprehensive strategy tailored to your needs.
UNIQUE FACTS:
• Online Appointment
• Face to Face Conversations
• Personalized Service.
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Working Hours:
Sat & Sun: Closed
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ADAM J KLAUWERS - EDWARD JONES REVIEWS
Adam has been a huge help by providing intelligent guidance to help me save and plan for the future. I appreciate the time he takes to explain things in a way that is easy to understand and takes a proactive approach with my investments such as alerting me of the best time to sell and move funds to another investment. Adam and Jen are friendly and helpful and I would 100% recommended them and Edward Jones to anyone needing financial advise.
As a young person just starting to plan for my future I was looking for someone to help me along the way. When I met with Adam he made sure to listen intently to all of my goals, and develop a plan to reach those goals. Every step of the way Adam made sure that I understood everything that we were doing, and in no way pressured me to make a rash decision. Adam regularly checks in with me to make sure that our plan is still in line with my goals. He has always promptly answered any questions I may have. I am a small client for Adam, but he has never made me feel like it. I have always been treated with the utmost respect every time I step foot into his office. If your looking for someone that can help you reach your financial goal Adam is your guy.
Adam is a fantastic Financial Advisor, any questions i have had have been answered immediately and he has put together a plan for the future. Highly recommend his services.
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