The 7 Biggest Financial Consulting Firm in Red Deer

Red Deer is home to a number of financial consulting firms that provide a wide range of services to individuals, businesses, and organizations. These firms offer expert advice and guidance on a variety of financial matters, including investments, retirement planning, tax planning, and estate planning. Here are the five largest financial consulting firms in Red Deer:

• Edward Jones

Edward Jones is a leading financial services firm with over 18,000 financial advisors serving more than 7 million clients. The firm offers a wide range of financial products and services, including investments, retirement planning, and estate planning. Edward Jones is known for its personalized approach to financial advice and its commitment to helping clients achieve their financial goals.

• RBC Dominion Securities

RBC Dominion Securities is the wealth management arm of the Royal Bank of Canada. The firm offers a comprehensive range of financial products and services, including investments, retirement planning, and estate planning. RBC Dominion Securities is known for its strong research capabilities and its team of experienced financial advisors.

• TD Wealth

TD Wealth is the wealth management arm of TD Bank Group. The firm offers a wide range of financial products and services, including investments, retirement planning, and estate planning. TD Wealth is known for its focus on client service and its commitment to providing personalized financial advice.

• BMO Nesbitt Burns

BMO Nesbitt Burns is the wealth management arm of the Bank of Montreal. The firm offers a comprehensive range of financial products and services, including investments, retirement planning, and estate planning. BMO Nesbitt Burns is known for its strong investment performance and its team of experienced financial advisors.

• CIBC Wood Gundy

CIBC Wood Gundy is the wealth management arm of the Canadian Imperial Bank of Commerce. The firm offers a wide range of financial products and services, including investments, retirement planning, and estate planning. CIBC Wood Gundy is known for its focus on providing personalized financial advice and its commitment to helping clients achieve their financial goals.

The 7 Biggest Financial Consulting Firm near Red Deer

World Financial Group

• Address: 4315 55 Ave Suite 202, Red Deer, AB T4N 4N7, Canada
• Map: Click here
• Rating: 4.5 (8)
• Phone: +1 587-273-4404
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 4:00 PM

  Tuesday: 9:00 AM – 4:00 PM

  Wednesday: 9:00 AM – 4:00 PM

  Thursday: 9:00 AM – 4:00 PM

  Friday: 9:00 AM – 12:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Melodie Woods✭✭✭✭✭

  a year ago

  I am so grateful for Richard Hammond and his generous team of associates that have allowed us to join their office… WFG has changed my family’s life and myself and my business partners are able to grow and learn and meet our clients in this professional office, all because of Richard Hammond and his vision and generosity. Love this office and the training we get that is second to none!! It is so valuable as we are out solving problems and answering questions for families.

  Elly Heppner✭✭✭✭✭

  a year ago

  I’m so thankful Ellen J. introduced me to WFG! I’m in the process of training under our fabulous leader Melodie Woods! She has helped make the process inviting, friendly, educational and motivating! Melodie has patiently taken the time to help me one on one with my training. I’m looking forward to completing my exams to begin my new financial journey.

  Serena Steinmann-Russell✭✭✭✭✭

  a year ago

  Melodie in the Red Deer WFG office has opened my eyes to new strategies and helped me and my family get our financial house in order. I’m so grateful for the knowledge that Melodie has provided and also the opportunity she’s given me to build a business in the financial industry.

  Faye Peterson✭✭✭✭✭

  a year ago

  Greatly appreciate the environment in this office! Everyone is so genuine and caring, total team atmosphere! No family left behind is the mission statement of WFG, and this group lives and breathes this motto!

  Dawn Pieper✭✭✭✭✭

  9 months ago

  Faye has been great at taking the time to making sure my husband and I get our Will in order. She has been very helpful!

Solomon Financial

• Address: 5579 47 St Unit 19, Red Deer, AB T4N 1S1, Canada
• Map: Click here
• Rating: 5 (6)
• Phone: +1 403-346-0095
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 4:00 PM

  Tuesday: 9:00 AM – 4:00 PM

  Wednesday: 9:00 AM – 4:00 PM

  Thursday: 9:00 AM – 4:00 PM

  Friday: 9:00 AM – 4:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Danielle F✭✭✭✭✭

  a year ago

  I brought a concern regarding financing a vehicle to Randy and Adrian, and they helped me so much, and ended up helping me save over $20,000 dollars by clarifying a few things that were confusing me about a potential contract. I really appreciate how quickly they were able to help me, and how the showed me in several different ways, how I would be able to manage the situation differently, without them telling me what to do.

  Thanks guys!

  Joshua McQueen✭✭✭✭✭

  4 years ago

  I was invited to go to an event here called “Young Money” I found it a little difficult to find a parking spot once I arrived. But my experience her was great! Everyone was very friendly, they had many refreshments out and a great presentation on buying homes, investments and how to do taxes. All the staff were informed on what they were talking about and very happy to answer question. Overall my experience was good and I suggest this business to anybody who needs some financial help or tips!

  Chris Wyah✭✭✭✭✭

  5 years ago

  Met the owner, nice guy. Definitely has experience, excellent philosophy. If your going to look into financial services then I would say give them a shout

  Kaitlyn Sloboda✭✭✭✭✭

  6 months ago

  Jen Aveyard✭✭✭✭✭

  5 years ago

HollisWealth

• Address: 4711 51 Ave #107, Red Deer, AB T4N 6H8, Canada
• Map: Click here
• Rating: 4.2 (5)

IG Wealth Management

• Address: 4909 49 St suite 200, Red Deer, AB T4N 1V1, Canada
• Map: Click here
• Rating: 3 (4)

Chandra’s Financial Services

• Address: 4928 53 Ave, Red Deer, AB T4N 5J9, Canada
• Map: Click here
• Rating: 5 (3)

Integrated Financial Services Inc.

• Address: 4914 55 St, Red Deer, AB T4N 2J4, Canada
• Map: Click here
• Rating: 3.7 (3)

Dion Zukiwsky – The Zukiwsky Group – ScotiaMcLeod – Scotia Wealth Management

• Address: 4320 50 Ave Suite 201, Red Deer, AB T4N 3Z6, Canada
• Map: Click here
• Rating: 5 (2)

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

Top Financial Consulting Firm Alternatives in Red Deer

When it comes to financial consulting firms in Red Deer, there are several top options known for their expertise and professionalism. These firms provide a range of services, including financial planning, investment management, tax consulting, and more. Here are three of the most popular financial consulting firms in Red Deer:

• Edward Jones: Edward Jones is a well-established financial consulting firm with a strong presence in Red Deer and across Canada. They provide personalized financial advice and solutions to individuals, families, and businesses. With a focus on long-term goals and a client-first approach, Edward Jones advisors work closely with their clients to create tailored financial plans and investment strategies. They offer a wide range of products and services, including retirement planning, education funding, estate planning, and insurance solutions.
• KPMG: KPMG is a global professional services firm, and their Red Deer office offers a wide range of financial consulting services to businesses of all sizes. Their team of experienced consultants helps businesses navigate financial challenges and find strategic solutions. From tax planning and compliance to risk management and financial modeling, KPMG provides comprehensive financial consulting services to help businesses optimize their financial performance and achieve their goals.
• PwC: PricewaterhouseCoopers (PwC) is another prominent financial consulting firm with a presence in Red Deer. They offer a broad range of financial consulting services, including financial planning, audit and assurance, tax consulting, and business advisory services. PwC’s team of professionals work closely with their clients to understand their unique needs and help them make informed financial decisions. They provide expertise in areas such as mergers and acquisitions, financial reporting, regulatory compliance, and business restructuring.

These three financial consulting firms in Red Deer are renowned for their expertise, professionalism, and commitment to client satisfaction. Whether you are an individual seeking personal financial advice or a business looking for strategic financial solutions, these firms can provide valuable services to help you achieve your goals.

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.