10 Best Student Financial Planning In Edmonton
Are you a student in Edmonton who’s tired of living paycheck to paycheck? Looking for expert guidance on managing your finances and planning for a better future?
Well, you’re in luck because today we’re diving into the top financial planning services in Edmonton specifically tailored for students like you.
From Red Seal Financial Ltd to Lifetrek Financial Group, we’ll explore the best options available to help you make informed decisions about your money. So, whether you dream of paying off student loans, saving for a trip, or starting an investment portfolio, stay tuned and get ready to take control of your financial journey.
Red Seal Financial Ltd
| Name | Red Seal Financial Ltd |
| About | Financial services provider |
| Website URL | Red Seal Financial Ltd |
| Address | Red Seal Financial Ltd, 10050 112 St NW #201, Edmonton, AB T5K 2J1, Canada |
| Phone Number | +17809065487 |
| Operating Hours | Friday: 9 AM–5 PM Saturday: Closed Sunday: Closed Monday – Thursday: 9 AM–5 PM |
| Google Map | Location |
Red Seal Financial Ltd is a trusted financial planner based in Edmonton. With a specialization in student financial planning, they are regarded as the best in the field.
Red Seal Financial Ltd offers a range of services and expertise to help you navigate the financial challenges of pursuing higher education.
Key Points:
- Expertise in Student Financial Planning: Red Seal Financial Ltd has extensive knowledge and experience in helping students plan and manage their finances effectively. They understand the unique financial needs and challenges faced by students and provide tailored solutions.
- Comprehensive Financial Services: Beyond student financial planning, Red Seal Financial Ltd offers a wide range of financial services. These may include budgeting, investment advice, debt management, tax planning, and retirement planning. They strive to provide holistic financial support to help you achieve your goals.
- Personalized Approach: Red Seal Financial Ltd takes a personalized approach to financial planning. They take the time to understand your specific goals, circumstances, and aspirations. This enables them to create a customized financial plan that aligns with your needs and maximizes your financial well-being.
- Transparent and Trustworthy: Red Seal Financial Ltd prides themselves on transparency and trustworthiness. They ensure that you have a clear understanding of their services, fees, and the strategies they recommend. By building a relationship based on trust, they aim to empower you to make informed financial decisions.
- Client-Centered Focus: At Red Seal Financial Ltd, you are the center of their attention. They prioritize your financial goals and work towards helping you achieve them. Whether you need assistance with student loans, setting up an investment portfolio, or planning for your future, their dedicated team is here to support you every step of the way.
With their expertise, comprehensive services, personalized approach, transparency, and client-centered focus, Red Seal Financial Ltd is your go-to partner for all your financial planning needs.
McGuire Financial Group
| Name | McGuire Financial Group |
| About | Financial planning company based in Edmonton, specializing in retirement planning, wealth planning, insurance, and the Infinite Banking Concept. Offers webinars and events for clients. Recognized as one of the top three financial services companies in Edmonton. |
| Website URL | http://www.mcguirefinancial.ca |
| Address | McGuire Financial Group, 6030 88 St NW #210, Edmonton, AB T6E 6G4, Canada |
| Phone Number | +17804621289 |
| Operating Hours | Friday: 9 AM–5 PM Monday to Thursday: 9 AM–5 PM |
| Google Map | Location |
McGuire Financial Group is a leading financial planning company based in Edmonton, specializing in a range of services to help you make informed decisions about your wealth and financial future.
With a focus on retirement planning, wealth planning, insurance, and the Infinite Banking Concept, they offer comprehensive solutions tailored to your specific needs.
What sets McGuire Financial Group apart is their commitment to education and empowerment.
They provide webinars and events where you can learn more about their services and gain valuable insights into smart financial management.
Whether you’re looking to grow your wealth, minimize taxes, plan your estate, or optimize insurance coverage, their team of experts is dedicated to helping you maximize your wealth potential.
Recognized as one of the top three financial services companies in Edmonton, McGuire Financial Group has a solid reputation for their high-quality services and expertise.
With offices in different provinces, they are well-positioned to cater to clients across the country.
In addition to their financial planning services, they also offer financial training events, allowing you to enhance your knowledge and make sound financial decisions.
If you’re seeking the best student financial planning in Edmonton, McGuire Financial Group is a trusted partner who can guide you towards a successful financial future.
With their comprehensive services and commitment to education, they are equipped to assist you with your financial goals and empower you to make informed decisions that will benefit you in the long run.
Blackburn Davis Financial Inc
| Name: | Blackburn Davis Financial Inc |
| About: | Blackburn Davis Financial is a wealth management firm that offers a range of services including financial planning, estate planning, retirement planning, and tax planning. They prioritize financial literacy and education, and work closely with clients’ legal and tax advisors. The firm has received positive feedback from clients for their personalized approach and ability to explain complex concepts. They also provide resources on financial planning and wealth management, including a video on asset taxation at death and information on RDSP accounts. |
| Website URL: | blackburndavisfinancial.ca |
| Address: | Blackburn Davis Financial Inc, 7345 Roper Rd NW, Edmonton, AB T6E 0W4, Canada |
| Phone Number: | +17804904200 |
| Operating Hours: |
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| Google Map: | Location |
Blackburn Davis Financial Inc is a financial planning institute that specializes in providing wealth management services.
As a trusted financial planner, they offer a range of services to help you achieve your financial goals.
These services include financial planning, estate planning, retirement planning, and tax planning.
One of the key aspects of Blackburn Davis Financial is their emphasis on financial literacy and education.
They understand that navigating the world of finance can be complex, so they work closely with your legal and tax advisors to ensure a comprehensive approach to managing your wealth.
Clients have praised their personalized approach and their ability to explain complex concepts in a clear and understandable manner.
In addition to their services, Blackburn Davis Financial provides valuable resources on financial planning and wealth management.
They offer a video that explains asset taxation at death, which can be a useful resource for understanding this important aspect of financial planning.
They also provide information on Registered Disability Savings Plan (RDSP) accounts, giving you insights into these specialized savings accounts.
It’s important to note that Blackburn Davis Financial is a separate entity from ACPI/Blackburn Davis Wealth.
They are solely focused on providing personalized and comprehensive wealth management services to their clients.
Financial Advisor Edmonton
| Name | Financial Advisor Edmonton |
| About | Trusted financial planning firm offering services such as life insurance, disability insurance, investments, and estate planning. Aim to make clients feel comfortable and satisfied. |
| Website URL | www.financialadvisoredmonton.ca |
| Address | 6005 Gateway Blvd NW #227, Edmonton, AB T6H 2H3, Canada |
| Phone Number | +1 587-673-0494 |
| Operating Hours |
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| Google Map | Click here |
Financial Advisor Edmonton is a reputable financial planning firm that prides itself on trust and a partnership approach with clients. As a financial advisor, they provide a range of services to help you achieve your financial goals.
These services include life insurance, disability insurance, investments, and estate planning.
With their 8 years of experience, they strive to ensure that you feel comfortable and satisfied throughout the process. Key Points:
- Trust and Partnership: Financial Advisor Edmonton prioritizes building trust and treating clients as valued partners.
- Comprehensive Services: They offer a wide range of financial planning services, including life insurance, disability insurance, investments, and estate planning.
- Client Satisfaction: With 8 years of experience, their aim is to make you feel comfortable and satisfied throughout the financial planning process.
Overall, Financial Advisor Edmonton is dedicated to helping you achieve your financial goals and providing you with the peace of mind that comes from effective financial planning.
Ascendant Financial Inc: Financial Planner – Edmonton
| Name | Ascendant Financial Inc: Financial Planner – Edmonton |
| About | Canadian wealth management company that offers financial education and the Infinite Banking Concept |
| Website URL | https://www.ascendantfinancial.ca |
| Address | Ascendant Financial Inc: Financial Planner – Edmonton, 1665 91 St SW, Edmonton, AB T6X 0W8, Canada |
| Phone Number | +17808094599 |
| Operating Hours | Friday: 8 AM–5 PM Saturday: Closed Sunday: Closed Monday: 8 AM–5 PM Tuesday: 8 AM–5 PM Wednesday: 8 AM–5 PM Thursday: 8 AM–5 PM |
| Google Map | Click here |
Ascendant Financial Inc is a reputable Canadian wealth management company with a branch in Edmonton. They specialize in providing financial education and implementing the Infinite Banking Concept to help you achieve your financial goals.
As a life insurance agency, they offer comprehensive life insurance coverage and living benefits options.
With multiple locations across the country, Ascendant Financial Inc is well-equipped to serve clients nationwide. Moreover, they offer a financial podcast where you can gain valuable insights, and they provide training on how to become your own banker.
By choosing Ascendant Financial Inc as your financial planner, you can benefit from their expertise in wealth management and their commitment to empowering you with financial knowledge.
They believe in the Infinite Banking Concept, which focuses on leveraging the value of life insurance policies to create wealth and financial security. Whether you’re looking for life insurance coverage, investment strategies, or opportunities to grow your wealth, Ascendant Financial Inc can tailor their services to meet your specific needs.
In addition to their financial offerings, Ascendant Financial Inc offers a podcast that covers a range of financial topics, allowing you to stay informed about the latest trends and strategies.
They also provide training on how to become your own banker, giving you the tools and knowledge to take control of your financial future. To stay up to date with Ascendant Financial Inc’s offerings and insights, you can submit a form to receive their marketing messages.
This will ensure that you are among the first to receive information about their latest services, educational resources, and opportunities for financial growth.
Lifetrek Financial Group
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| Website URL | Visit website |
| Address | Lifetrek Financial Group, 4220 98 St NW Unit 202, Edmonton, AB T6E 6A1, Canada |
| Phone Number | +17809886564 |
| Operating Hours |
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| Google Map | View location |
The Institute: Lifetrek Financial Group is a financial planner specializing in student financial planning in Edmonton. With their expertise, they provide valuable guidance and support to students looking to manage their finances effectively.
Here are some key points about the Institute:
- Expertise: As a dedicated financial planner, the Institute: Lifetrek Financial Group has extensive knowledge and experience in student financial planning. They understand the unique challenges and opportunities that students face when it comes to managing their money.
- Tailored Solutions: The Institute recognizes that each student has different financial needs and goals. They work closely with you to develop personalized financial plans that align with your specific circumstances and aspirations. By understanding your priorities, they can help you make informed decisions about saving, budgeting, and investing.
- Financial Education: Lifetrek Financial Group believes in empowering students through financial education. They provide valuable resources, workshops, and guidance to help you build essential money management skills. This includes topics such as budgeting, debt management, and planning for the future.
- Guidance for Student Loans: Managing student loans can be overwhelming, but the Institute is here to help. They have a deep understanding of student loan programs and can guide you through the process of repayment, forgiveness options, and finding strategies to minimize the impact on your financial future.
- Long-Term Planning: While student financial planning is their specialty, Lifetrek Financial Group also recognizes the importance of long-term financial planning. They can assist you in setting goals beyond your student years, such as saving for a home, starting a family, or planning for retirement.
By working with the Institute: Lifetrek Financial Group, you can gain the knowledge, tools, and personalized guidance you need to navigate the complexities of student financial planning and set a solid foundation for your financial future.
Graham Ron & Associates
| Name | Graham Ron & Associates |
|---|---|
| About | Ron Graham & Associates is a fee-for-service financial planning organization in Edmonton, Alberta, offering independent and objective financial advice to individuals in Western Canada. They provide modular financial planning, charge an hourly fee, and do not sell financial products. Clients appreciate their expertise and clear advice, and the company emphasizes the need for regular plan reviews to adapt to changing goals and circumstances. |
| Website URL | http://rgafinancial.com |
| Address | Graham Ron & Associates, 10585 111 St NW, Edmonton, AB T5H 3E8, Canada |
| Phone Number | +17804296775 |
| Operating Hours | None |
| Google Map | Location |
Graham Ron & Associates is a leading fee-for-service financial planning organization based in Edmonton, Alberta.
They specialize in providing independent and objective financial advice to individuals across Western Canada.
As a modular financial planner, they focus on offering tailored advice specific to your needs and goals.
What sets them apart is that they charge an hourly fee for their services and do not sell financial products, ensuring unbiased recommendations.
When you work with Graham Ron & Associates, you can expect personalized service through one-on-one counseling sessions.
They take the time to understand your unique financial situation and create strategies that align with your aspirations.
Additionally, they offer employer-sponsored seminars, providing educational opportunities to empower you with financial knowledge.
Clients value the expertise and clear advice provided by Graham Ron & Associates.
Their commitment to regular plan reviews ensures that your financial plan remains adaptable to changing goals and circumstances.
By continuously evaluating and adjusting your plan, they help you stay on track towards achieving your financial objectives.
Abacus Wealth Management Inc.
| Name | Abacus Wealth Management Inc. |
| About | Financial planning company in Edmonton, Alberta offering services such as investment management, estate planning, retirement strategies, and tax planning. Prioritizes trust and building strong relationships with clients. Provides resources and education to help clients make informed financial decisions. |
| Website URL | http://www.abacuswealthmgmt.com |
| Address | Abacus Wealth Management Inc., 6328A 104 St NW, Edmonton, AB T6H 2K9, Canada |
| Phone Number | +17809892777 |
| Operating Hours | Friday: 9 AM–2 PM Saturday: Closed Sunday: Closed Monday: 9 AM–2 PM Tuesday: 9 AM–2 PM Wednesday: 9 AM–2 PM Thursday: 9 AM–2 PM |
| Google Map | Click here |
Abacus Wealth Management Inc. is a financial planning company based in Edmonton, Alberta.
As a financial consultant, they offer a range of services to help you achieve your financial goals.
These services include investment management, estate planning, retirement strategies, and tax planning. With a focus on trust and building strong relationships, Abacus Wealth Management prioritizes your needs and provides resources and education to help you make informed financial decisions.
Whether you’re looking to grow your investments, plan for retirement, or minimize your tax liabilities, they can assist you every step of the way.
Their website is a valuable resource that offers a wealth of information related to financial planning and retirement strategies. You can find articles discussing topics such as financial resilience and retirement income planning, which provide insights and guidance to help you navigate various financial challenges.
If you’re in search of the best student financial planning services in Edmonton, Abacus Wealth Management Inc.
can offer the expertise and personalized solutions you need to secure your financial future.
Evergreen Wealth Advisory
| Name | Evergreen Wealth Advisory | ||||||||||||||
| About | Financial planning firm in Edmonton, AB. Offers services such as financial planning, insurance, legacy planning, and portfolio management. Team of certified financial planners and wealth advisors. Complimentary consultation available. | ||||||||||||||
| Website URL | https://evergreenwealthadvisory.com | ||||||||||||||
| Address | Evergreen Wealth Advisory, 10243 178 St NW, Edmonton, AB T5S 1M3, Canada | ||||||||||||||
| Phone Number | +15874807476 | ||||||||||||||
| Operating Hours |
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| Google Map | Click here |
Evergreen Wealth Advisory is a financial planning firm based in Edmonton, AB.
They offer a range of services including financial planning, insurance, legacy planning, and portfolio management.
With a team of certified financial planners and wealth advisors, they are dedicated to helping you achieve your financial goals and create a solid legacy plan.
The firm values integrity, loyalty, focus, and passion, ensuring that they provide personalized and reliable advice tailored to your unique financial needs.
Their expertise and experience enable them to navigate the intricacies of the financial world and provide you with strategies to maximize your wealth.
Evergreen Wealth Advisory offers a complimentary consultation to understand your financial situation and goals.
This initial meeting serves as an opportunity to evaluate how they can best assist you in reaching your financial objectives.
By choosing Evergreen Wealth Advisory as your financial planner, you will benefit from their comprehensive approach to financial planning.
They emphasize proactive strategies, risk management, and diversification to help safeguard and grow your wealth for the long term.
DeHaan Private Wealth
| Name | DeHaan Private Wealth |
| About | DeHaan Private Wealth in Edmonton, AB provides unbiased financial planning services from accredited professionals. They offer retirement planning, investment planning, estate and insurance planning, corporate investment assets, and cash flow management. |
| Website URL | https://www.dehaanprivatewealth.com |
| Address | Not Available |
| Phone Number | +17807775877 |
| Operating Hours |
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| Google Map | Click here |
DeHaan Private Wealth is a financial consulting institute located in Edmonton, AB. They have a team of accredited professionals who provide unbiased financial planning services.
Their focus is on helping you improve your financial situation and achieve a more relaxed outlook on life.
Here are some key points about DeHaan Private Wealth:
- Services Offered: DeHaan Private Wealth offers a range of financial planning services to meet your needs. These include retirement planning, investment planning, estate and insurance planning, corporate investment assets, and cash flow management.
- Importance of Educated and Certified Advisors: DeHaan Private Wealth emphasizes the importance of working with educated and certified advisors. This ensures that you receive expert advice and guidance tailored to your specific financial goals.
- Free Consultation: They offer a free consultation where you can discuss your financial goals and concerns. This allows their advisors to understand your needs and provide personalized recommendations.
- Unbiased Approach: DeHaan Private Wealth takes pride in their unbiased approach to financial planning. They are not affiliated with any specific financial product or institution, which means their recommendations are based solely on what is best for you.
- Client-Centered Approach: DeHaan Private Wealth puts their clients’ needs first. They work closely with you to develop a customized financial plan that aligns with your goals, priorities, and risk tolerance.
Final Verdict
When it comes to finding the best student financial planning services in Edmonton, there are several reputable firms to consider. Red Seal Financial Ltd, McGuire Financial Group, Blackburn Davis Financial Inc, and Ascendant Financial Inc are all renowned for their expertise and commitment to helping students achieve their financial goals.
Additionally, Lifetrek Financial Group, Graham Ron & Associates, Abacus Wealth Management Inc, Evergreen Wealth Advisory, and DeHaan Private Wealth all offer comprehensive financial planning services tailored specifically for students.
Whether you are looking for assistance with budgeting, student loans, or investing, these firms can provide the guidance and support you need to navigate the complex world of personal finance. Remember, financial planning is an investment in your future, and with the help of these experts, you can set yourself up for long-term success.
