Discover the Biggest Financial Consulting Firm in Lloydminster

Lloydminster, a city straddling the border of Alberta and Saskatchewan, Canada, is home to several notable financial consulting firms that provide expert advice and services to individuals, businesses, and organizations. These firms offer a wide range of services, including financial planning, investment management, tax planning, and retirement planning. Here are the top five largest financial consulting firms in Lloydminster:

• RBC Wealth Management: It is a global wealth management firm that offers a comprehensive range of financial services, including investment advisory, portfolio management, trust services, and estate planning.
• Edward Jones: This is a prominent financial consulting firm known for its personalized approach to financial planning and investment management. It caters to individuals, families, and businesses.
• BMO Nesbitt Burns: As a leading financial services provider, BMO Nesbitt Burns offers financial consulting services to individuals, businesses, and institutions. It specializes in wealth management, investment advisory, and retirement planning.
• Manulife Securities: This is a well-established financial consulting firm that provides comprehensive financial services to individuals, families, and group retirement plans. It offers investment management, insurance solutions, and financial planning.
• Sun Life Financial: A prominent financial services company, Sun Life Financial provides a wide range of financial consulting services, including investment management, retirement planning, insurance coverage, and estate planning. It caters to both individuals and businesses.

These financial consulting firms in Lloydminster are known for their professionalism, expertise, and commitment to providing high-quality financial guidance and solutions to their clients. They employ knowledgeable and experienced financial advisors who work closely with clients to understand their financial goals and objectives, and tailored strategies to help them achieve their financial aspirations.

The 7 Biggest Financial Consulting Firm near Lloydminster

Schiller, Spence & Associates – IG Private Wealth Management

• Address: 4204 70 Ave, Lloydminster, AB T9V 2X3, Canada
• Map: Click here
• Rating: 5 (10)
• Phone: +1 780-874-4415
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Denise Sopyc✭✭✭✭✭

  3 years ago

  Schiller, Spence and Associates provide us with sound financial planning, while helping us to fulfill our goals and aspirations.

  Pranav Vaidya✭✭✭✭✭

  a year ago

  Ilkin is amazing to deal with. If you need any help with financial advise go for them. Great to deal with.

  Cam Wheeler✭✭✭✭✭

  a year ago

  Great team atmosphere, comprehensive financial planning, great to work with.

  Miles Schiller✭✭✭✭✭

  a year ago

  Hippu Kikku✭✭✭✭✭

  3 years ago

Veracity Financial Services

• Address: 4909 49 St, Lloydminster, SK S9V 0M2, Canada
• Map: Click here
• Rating: 5 (6)
• Phone: +1 306-825-6200
• Website: Link
• Reviews:
  
  Jeff Kardas✭✭✭✭✭

  6 years ago

  I have worked with Travis, Adam and Linda through obtaining insurance and investment planning. Everyone has been extremely knowledgeable and professional and helped to give me a sense of security and comfort through all stages of the investing process.

  Nicole Hemphill✭✭✭✭✭

  5 years ago

  Travis was fantastic to work with & gave us great piece of mind. Would highly recommend Travis & the entire Veracity team.

  Brett Murrell✭✭✭✭✭

  5 years ago

  Working with Travis and Adam has been a wonderful experience and they have grown my portfolio!

  Heidi Blanchette✭✭✭✭✭

  5 years ago

  Such a great team to work with! Extremely knowledgeable and professional. Highly recommend their services.

  Zachy Boy 74✭✭✭✭✭

  5 years ago

  Veracity Financial offers honest and professional investment advice. Thank you for the great service.

Brighter Horizon Financial Services Inc.

• Address: 4802 50 Ave Unit 102, Lloydminster, AB T9V 0W5, Canada
• Map: Click here
• Rating: 5 (1)

CIBC Financial Advisor: Anna Shorte

• Address: 4915 50 St, Lloydminster, SK S9V 0N1, Canada
• Map: Click here
• Rating: 5 (1)

Performance Business Consulting Inc.

• Address: 4702 62 Ave, Lloydminster, AB T9V 2G2, Canada
• Map: Click here
• Rating: 5 (1)

World Financial Group

• Address: 4910 49 St #1, Lloydminster, SK S9V 0M3, Canada
• Map: Click here
• Rating: 4 (1)

Aimee McKnight – TD Account Manager Small Business

• Address: 7405 44 St, Lloydminster, AB T9V 2X1, Canada
• Map: Click here
• Rating:

Discover top consulting firms in various cities, like those mentioned in , to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Lloydminster, Alberta / Saskatchewan, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Lloydminster

The top 3 financial consulting firm alternatives that are very popular in Lloydminster are:

• Deloitte
• PricewaterhouseCoopers (PwC)
• Ernst & Young (EY)

1. Deloitte: Deloitte is a multinational professional services network, providing audit, tax, consulting, and financial advisory services. They have a strong presence in Lloydminster and offer a wide range of financial consulting services to businesses and individuals. Deloitte is known for its expertise in financial strategy, risk management, and mergers and acquisitions.

2. PricewaterhouseCoopers (PwC): PwC is another global professional services network that offers financial consulting services. They have a team of experienced professionals in Lloydminster who provide guidance on various financial matters, including financial planning, investment management, and tax advisory. PwC is recognized for its extensive industry knowledge and innovative solutions.

3. Ernst & Young (EY): EY is a multinational professional services firm that offers financial consulting services in Lloydminster. They provide assistance to businesses and individuals in areas such as financial reporting, compliance, and business valuation. EY is known for its strong focus on delivering strategic insights and helping clients achieve their financial goals.

These three financial consulting firms are highly reputable and are trusted by businesses and individuals in Lloydminster for their expertise and professionalism. Whether you need assistance with financial planning, risk management, or tax advisory, these firms can provide you with comprehensive solutions tailored to your specific needs.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.