3 Best Financial Services in St. Albert, AB

Expert-recommended Top 3 Financial Services in St. Albert, 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!

8+ YEARS IN TBR
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RED WILLOW WEALTH MANAGEMENT

44 Saint Thomas Street, Unit 10,
St. Albert, AB T8N 6N8 Directions

Since 2007

Specialty:

Financial Planning Retirement Planning Estate Planning Investment Tax Planning Insurance Analysis Standard Insurance Plans Term Life Insurance Health and Dental Disability Insurance Travel Insurance Segregated Funds Group Benefits Plans Enhanced Insurance Plans Critical Illness Insurance Annuities Long Term Care Insurance Permanent Life Insurance

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.

2025 Update: Red Willow Wealth Management offers free consultation, in-person appointment, phone appointment, and online appointment.

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Contact:

(780) 590-0410 (780) 863-7602

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

7+ YEARS IN TBR
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CLARITY WEALTH COUNSEL

10 Carleton Drive, Suite 40A,
St. Albert, AB T8N 7L2 Directions

Since 2014

Specialty:

Retirement Planning Tax Planning Trust and Estate Planning Cash Flow Business Owners Shareholder Agreements

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.

2025 Update: You can book a meeting with Aron Egey-Samu.

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License #836677591

Contact:

(780) 418-6900

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

TBR® Inspection Report:

St Albert financial service MacDonald & Associates - IG Private Wealth Management
St Albert financial service MacDonald & Associates - IG Private Wealth Management
St Albert financial service MacDonald & Associates - IG Private Wealth Management
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MACDONALD & ASSOCIATES

IG PRIVATE WEALTH MANAGEMENT
1 Tache Street, #320,
St. Albert, AB T8N 1B4

Since 1997

Specialty:

Retirement Planning Tax Planning Investment Planning Insurance Planning Cash and Liquidity Management Estate Planning Business Succession Intergenerational Wealth Transfer Post-secondary Education Planning Insurance Advice Wholistic Financial Planning

"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, facing increasingly complex tax considerations, or evaluating the best options for sharing your wealth, they will ensure that every part of your financial picture is aligned. 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 to managing your wealth and achieving your goals, based on your unique needs. MacDonald & Associates-IG Private Wealth Management has a team of financial advisors who are committed to guiding affluent Canadians toward their financial goals. They serve pre-retirees and retirees, business owners and entrepreneurs, executives and families.

2026 Update: They have deep expertise across planning, corporate structures, investments, insurance, estate strategy, and giving. They provide clear guidance and consistent follow-through, with a high level of care and attention. Their one coordinated plan that looks at your whole financial world."

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Price:

Average advisory fee for assets under management 0.9%

Contact:

(780) 984-7968 (780) 970-2048

Open 24 Hours

TBR® Inspection Report:

Frequently Asked Questions About Financial Services in St. Albert, Canada

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service provider that best suits your needs.

1. Do you provide personalized financial planning?
MacDonald & Associates - IG Private Wealth Management
Yes, we ensure that all clients have a customized financial plan. Clients will be able to visualise where their finances are heading and ensure they are optimizing tax efficiency through detailed planning.
Clarity Wealth Counsel - Submit now
Red Willow Wealth Management - Submit now
2. Do you offer virtual consultations? 3. Do you have experience with clients in my industry or financial situation? 4. Do you assist with tax optimization or filing? 5. How do you evaluate investment options? 6. How do you ensure client data security? 7. How do you structure fees and charges? 8. How do you handle emergencies or urgent financial decisions? 9. How do you communicate updates to clients?
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