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!

MacDonald & Associates-IG Private Wealth Management - St Albert, AB Financial Services - Professional Highlights
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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 ✓Holistic 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 Highlights: MacDonald & Associates-IG Private Wealth Management has 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:

8+ YEARS ON TBR
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RED WILLOW WEALTH MANAGEMENT

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

Since 2007

Specialty:

✓Investment Planning ✓Financial Management ✓Life Insurance ✓Critical Illness Insurance ✓Disability Insurance ✓Retirement Planning ✓Estate Planning ✓Tax Planning ✓Succession Planning ✓Group Benefits Plans ✓Segregated Funds ✓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. Red Willow Wealth Management offers free consultations, in-person appointments, phone appointments, and online appointments.

2026 Highlights: Red Willow Wealth Management offers expertise in investment planning and financial management to fit your individual circumstances."

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Contact:

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

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

TBR® Inspection Report:

Clarity Wealth Counsel - St Albert, AB Financial Services - Portrait
Clarity Wealth Counsel - St Albert, AB Financial Services - Professional Highlights
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7+ YEARS ON TBR
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CLARITY WEALTH COUNSEL

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

Since 2014

Specialty:

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

"Clarity Wealth Counsel 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. You can book a meeting with Aron Egey-Samu.

2026 Highlights: Clarity Wealth Counsel offers retirement planning, investment management, estate planning, tax planning, insurance, long-term care advice, and so forth."

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License #836677591

Contact:

(780) 418-6900

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

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 offer virtual consultations?
MacDonald & Associates-IG Private Wealth Management
Yes, we offer virtual consultations via video and phone.
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Clarity Wealth Counsel - Submit now
2. Do you have experience with clients in my industry or financial situation? 3. Do you assist with tax optimization or filing? 4. Do you provide personalized financial planning? 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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