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  • Harcourt Associates Website Contacts
    (780) 425-5555
    520 Manulife Place 10180 101 Street, Edmonton, AB T6G 0X1

    Capital Planning provides group benefits, health, dental, and savings programs for employers, self-employed professionals and plan members across Canada. They offer RRSP, TFSA, RESP, and retirement planning, along with insurance options such as life and critical illness coverage, focusing on human-…

  • Capital Estate Planning Website
    (780) 463-6128
    4222 97th St NW, Edmonton, AB T6E 5Z9

    Capital Planning provides group benefit and savings programs for employers, self-employed professionals and plan members across Canada. They offer health, dental, RRSP, TFSA, RRIF and RESP plans, along with business protection and insurance options, focusing on human-first advice and personalized s…

  • First Foundation Website Contacts
    (866) 702-7678
    7473 101 Ave NW, Edmonton, AB T6A 3Z5

    First Foundation offers mortgage brokerage services, financial planning, and insurance brokerage across Edmonton, Calgary, and surrounding areas in Western Canada. Their mortgage brokers assist with purchasing, refinancing, and renewing home loans, aiming for the lowest rates. Certified Financial P…

  • Nobrega Financial Inc. Website
    (780) 945-2895
    6050 Andrews Way SW Suite 201, Edmonton, AB T6W 3S9

    Nobrega Financial is an independent firm in Edmonton that offers comprehensive financial planning, wealth management, investment advice, insurance consulting, and corporate business planning. It serves individuals, families, and business owners seeking long‑term growth, risk mitigation, and peace o…

  • Monaghan Financial Group Inc. Website
    403.270.4100
    3850-Bow Valley Sq 2 5th AVE S 2920 Calgary Trail NW, Edmonton, AB T6J 2G8

    Monaghan Financial Group Inc. is an independent financial planning business, based in Calgary, Alberta, Canada. Although our clients span the world, the majority reside in Alberta. MFGI was established in Ireland in 1969 and incorporated in Calgary in 1985. We offer a wide variety of services to ou…

  • Clarity Cross Border Planning Closed, opens Tuesday 9:00 AM Website Contacts
    +1 800-914-6577
    10055 106 Street, Edmonton, AB T5J 2Y2

    Clarity Cross Border Planning provides fee-only, advice-only financial planning for individuals and families with ties to both Canada and the United States. Led by Brandon Davies, one of the few financial planners certified in both countries, we specialize in navigating the financial complexities o…

  • Vanta Group Website
    (780) 423-2702
    1900, 10104 103 Avenue Northwest, Edmonton, AB T5J 0H8

    Navacord Vanta Life specializes in financial planning and insurance for entrepreneurs, business owners, executives, and professionals across Canada. They offer comprehensive insurance solutions, including life, critical illness, and disability coverage, and provide risk management strategies to pro…

  • 100+ Accounting Inc Website
    (833) 482-9288
    17816 105 Ave NW, Edmonton, AB T5S 2H5

    100+ Accounting Inc. provides comprehensive accounting, bookkeeping, tax preparation, forensic accounting, and business consultation services to individuals and corporations across Canada. Their offerings include financial planning, tax planning, audit support, business valuation, estate and succes…

  • Novus Pro of Raymond James Ltd. Website
    (780) 414-2529
    2300 - 10060 Jasper Avenue, Edmonton, AB T5J 3R8

    Novus Pro provides comprehensive financial planning and wealth management services to individuals and businesses in Edmonton. Their team offers retirement strategy, tax-efficient income, investment guidance, and insurance solutions, including life, critical illness, disability, and group coverage, …

  • CBA Wealth Website
    (780) 440-2299
    Suite 305, 9622 42 Avenue Whitemud Business Park, Bld #2, Edmonton, AB T6E 5Y4

    CBA Wealth provides independent financial planning, investment advice, and insurance solutions for individuals, families, and business owners across Canada. Their advisors create personalized strategies covering retirement, wealth growth, risk protection, and tax-efficient investing, emphasizing et…