Positive Reviews Summary: Clients appreciate the personalized approach that Wascana Financial Group takes towards financial planning, ensuring that each plan is tailored to meet their specific needs. The Wealth Optimization program is praised as a groundbreaking process that instills confidence in achieving financial goals. The company offers a wide range of insurance products more...

2. Customers rave about Precedence Private Wealth, praising their dedication to putting clients' best interests first and providing excellent and professional services. They are described as being on a different level compared to other advisors in investments and financial planning, with exceptional advice and planning that sets them apart not only in Saskatoon, but in all of Ca more...

Positive Reviews Summary: Achieve Wealth Management is highly recommended by customers for their personalized and knowledgeable financial services. Clients appreciate the thorough and customized financial plans that help them reach their goals. The advisors are praised for their expertise and ability to navigate complex financial situations, such as insurance options and investm more...

2. Clients consistently praise Fundamental Wealth Management for their exceptional wealth management services. Expertly managing portfolios with informed advice on retirement and estate planning, clients appreciate the responsiveness, professionalism, and personalized care provided by the team. Whether you are a new investor or nearing retirement, Fundamental Wealth Management i more...

Positive Reviews Summary: IG Wealth Management is praised for its personal approach, great returns, and comprehensive financial planning services. Customers appreciate the expertise and support they receive, as well as the unlimited income potential offered by the company. Unique Facts about IG Wealth Management: - Provides more than just investment services, including tax stra more...

Positive reviews for ATA Financial Group highlight the company's passion for helping clients achieve their financial goals. Clients appreciate the firm's values-driven approach and commitment to exceptional service. The team at ATA Financial is knowledgeable, engaged, and thorough in creating personalized financial plans that prioritize clients' well-being and success. They are more...

Positive Reviews Summary for Worby Wealth Management: Customers praise Worby Wealth Management for their knowledgeable and patient advisors who take the time to explain complex financial concepts in a way that is easy to understand. Clients appreciate the personalized financial plans that are tailored to their individual needs, as well as the professionalism, courtesy, and high more...

2. 20Twenty Wealth Management stands out from large institutional investment banks by offering services to clients with various investment levels, starting from just a few hundred dollars. They provide personalized advice and strategies to help clients achieve their financial goals, without focusing on selling products. The company values building strong relationships with clien more...

2. Mallard Wealth Advisors has garnered positive reviews for their comprehensive and independent financial advisory services, with a focus on wealth management. Customers appreciate the diverse backgrounds of the professionals at Mallard Wealth, who provide integrated and holistic financial planning to help clients achieve and maintain financial independence. The firm's goal is more...

Edward Jones Financial Advisor believes it is important to take the time to get to know you and your goals before investing. Understanding your tolerance for risk when you invest is important so that we can find the right steps to achieve your long-term goals. We can help you create specific strategies that will allow you to reach your financial goals, whether you are saving fo more...

Meckelborg Financial Group aims to help bridge the gap between Canadian and institutional investors by offering wealth management solutions that are available for both individuals as well as institutions. Our independence is our passion. We operate without any direct financial ties. We can help you design the best investment portfolio, whether it is a registered asset or not. O more...

Assante Wealth Management is a success story. Assante was founded in 1995 and has grown to be one of Canada's largest wealth management companies. It supports over 900 advisors with assets in excess of $53 billion for clients and their families. Assante was acquired by CI Financial Corp. in 2003. This diversified wealth management company and third largest Canadian investm more...

Visualize a financial future where you are at the center of it all. We have mastered the secret formula to wealth management success over our many years of experience. Brothers & Company, a Regina-based independent financial planning company serving local families and individuals with financial planning services is known for its high-end estate planning and tax planning. We more...

Thrive Wealth Management, a Saskatchewan credit union-owned wealth management firm is located in the province of Saskatchewan. We are proud to be credit union-owned and work alongside you. We are focused on improving your financial security. We can help you find investments that match your needs through our Life Stage Approach. No matter your life stage, we provide opportunitie more...

iA Private Wealth Inc., Canada's largest independent wealth management company is a top choice. Our goal is to continue raising standards in financial planning and investment management. IA Private Wealth Inc. has the most talented people who will work tirelessly to offer you the highest quality financial products and the best customer service. All of our actions are in the more...

Independent Financial Advisors have the ability to access products from many Insurance and Investment Companies. I begin by understanding you and your needs, and then develop a strategy together to achieve them. After we have agreed on your strategy, I'll help you choose the tools or products that will best meet your financial goals. Here's an example of an Insurance and more...

RBC Dominion Securities provides comprehensive investment management solutions and services. To help you grow, maximize, and protect your wealth, your Investment Advisor will create unique strategies for you. We also engage RBC Wealth Management financial experts to help you grow and protect your wealth. RBC Dominion Securities has been providing professional wealth management more...

Independent Financial Services provides full-service financial consultation services. They specialize in areas such as Retirement, Succession, Investment, and Estate Planning. We also offer services in the areas of personal and business insurance, other risk management products, employee benefit programs, and individual or group pensions. We are large enough to provide broad p more...

We take a different approach when designing an investment portfolio. Our approach to designing your investment portfolio is different. We use a holistic, financial planning-led approach. This means that we coordinate all aspects of your financial lives and manage wealth. This is how we believe a portfolio can truly make sense. A portfolio designed to be optimal for you requires more...