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Financial Planners in Fort Saskatchewan, AB: 2026 rankings

69 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fort Saskatchewan: First Foundation, RFA Score 68/100; 4.7★ from 129 Google reviews.

  2. 2

    Most-reviewed: Ascendant Financial Inc: Financial Planner - Edmonton, 764 Google reviews at 4.9★, the most of 69 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

69 Fort Saskatchewan financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 69 rated firms.

Top 10 financial planners in Fort Saskatchewan at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Fort Saskatchewan at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1First Foundation684.7★ (129)Edmonton, 24 km away—Top score
2Ascendant Financial Inc: Financial Planner - Edmonton684.9★ (764)Edmonton, 32 km away—Most reviews
3Co-operators - M Friel Agencies Inc664.2★ (30)Fort Saskatchewan——
4Co-Operators - Tom Ciezki Agencies664.3★ (84)Sherwood Park, 19 km away——
5Co-operators - Range Insurance & Investments Ltd654.8★ (47)St. Albert, 28 km away——
6Beyond Business Financial Solutions645.0★ (39)Edmonton, 30 km away——
7Co-operators - McDougall Insurance and Financial Services Inc644.2★ (61)Sherwood Park, 21 km away——
8Red Willow Wealth Management635.0★ (28)St. Albert, 28 km away——
9Steven Murdoch Mortgages635.0★ (27)St. Albert, 30 km awaySat · Sun · Evenings—
10Blackburn Davis Financial Inc634.8★ (32)Edmonton, 32 km away——

All 69 financial planners in Fort Saskatchewan, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Fort Saskatchewan

    #1 First Foundation

    Based in Edmonton, 24 km away

    68/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 129 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 129 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7473 101 Ave NW, Edmonton, AB T6A 3Z5
    View profile for First Foundation(780) 702-7678

  10. #10 Blackburn Davis Financial Inc

    Based in Edmonton, 32 km away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 32 Google reviews
    Hours
    Mon–Tue 8 AM–4:30 PM · Wed closed · Thu–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2603 Hewes Way NW #300, Edmonton, AB T6L 6W6
    View profile for Blackburn Davis Financial Inc(780) 490-4200

  11. #11 Red Seal Financial Ltd

    Based in Edmonton, 28 km away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11150 Jasper Ave #520, Edmonton, AB T5K 0C7
    View profile for Red Seal Financial Ltd(780) 906-5487

  12. #12 BMO Bank of Montreal

    Based in Fort Saskatchewan

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 2.9★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 42 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    8725 94 St, Fort Saskatchewan, AB T8L 4P7
    View profile for BMO Bank of Montreal(780) 998-4488

  18. #18 Scotiabank

    Based in Fort Saskatchewan

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 2.6★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 2.6★ from 76 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    9392 Southfort Dr, Fort Saskatchewan, AB T8L 0C5
    View profile for Scotiabank(780) 998-3711

  21. #21 Scotiabank

    Based in Sherwood Park, 24 km away

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.3★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 47 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–7 PM · Fri 9:30 AM–6 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    993 Fir St, Sherwood Park, AB T8A 4N5
    View profile for Scotiabank(780) 467-2276

  22. #22 FP Advisors Inc.

    Based in St. Albert, 23 km away

    59/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    View profile for FP Advisors Inc.(587) 557-2050

  23. #23 Scotiabank - (Cash at ABM only)

    Based in Sherwood Park, 20 km away

    59/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.1★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 38 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu 9:30 AM–6 PM · Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    222 Baseline Rd #230, Sherwood Park, AB T8H 1S8
    View profile for Scotiabank - (Cash at ABM only)(780) 449-9520

  25. #25 Kewcorp Financial Inc

    Based in Sherwood Park, 21 km away

    59/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10 Chippewa Rd #208, Sherwood Park, AB T8A 3Y1
    View profile for Kewcorp Financial Inc(780) 449-6292

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 69 ranked financial planners here; the rest are on their profiles.

financial planners in Fort Saskatchewan, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fit Financial Solutions Inc.595.0★ (8)30 km
27Scotiabank593.2★ (68)28 km
28Searchlight Financial Services Inc. - Sun Life Advisor595.0★ (4)21 km
29T.C. Wealth & Planning Corp.595.0★ (6)28 km
30Muhs Wealth Partners585.0★ (5)27 km
31RGA Financial585.0★ (5)27 km
32Co-operators- Mackenzie Bennett583.3★ (17)28 km
33BMO Bank of Montreal583.0★ (144)27 km
34Planium Wealth Ltd585.0★ (7)33 km
35STEPHEN SICOLI585.0★ (5)28 km
36Investment Planning Counsel - Stefano Francescut, CFP584.3★ (3)20 km
37Sorrell Financial Inc585.0★ (4)26 km
38Alfred Leung - TD Financial Planner583.7★ (3)19 km
39Cathcart Financial585.0★ (3)24 km
40BDO Canada LLP - Edmonton583.7★ (6)27 km
41St. James Financial Services Corp.574.0★ (4)29 km
42Metro Financial Planning Inc.574.0★ (5)33 km
43Sam Yau, CFP, CIM, FCSI - Raymond James Ltd.575.0★ (39)17 km
44Scotiabank572.7★ (53)28 km
45Raymond James Ltd. - Taylor Cooper, CIM®, TEP565.0★ (37)17 km
46MD Financial Management563.7★ (3)28 km
47World Financial Group562.0★ (4)24 km
48BMO Bank of Montreal562.7★ (111)28 km
49BMO Bank of Montreal562.3★ (55)20 km
50Scotiabank562.2★ (47)20 km

Also serving Fort Saskatchewan

20 more financial planners within 40 km that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Fort Saskatchewan
BusinessGoogle ratingDistance
Brandon Usyk - BMO Nesbitt BurnsIn Fort Saskatchewan
Chris Melik - TD Financial Planner5.0★ (2)20 km
CIBC Business Advisor: Debbie MissalIn Fort Saskatchewan
CIBC Financial Advisor: Florentina HaziriIn Fort Saskatchewan
CIBC Financial Advisor: Ken Ye1.0★ (1)In Fort Saskatchewan
CIBC Financial Advisor: Mortaza Mohammad MehdiIn Fort Saskatchewan
CIBC Mortgage Advisor: Todd SlauenwhiteIn Fort Saskatchewan
Desjardins Financial Security3.0★ (2)20 km
Edward Jones - Financial Advisor: Joseph L McGrathIn Fort Saskatchewan
Fusion Financial Management Inc4.0★ (2)21 km
IA Private Wealth - Investment Advisor - Ron GegolickIn Fort Saskatchewan
Jerry Lo - BMO Financial Planner5.0★ (2)24 km
Jonathan Bensen - TD Financial PlannerIn Fort Saskatchewan
Kathryn Glowa - BMO Nesbitt BurnsIn Fort Saskatchewan
Kevin Chen - BMO Financial Planner3.0★ (2)17 km
Menard Financial Services Ltd - Sun Life Advisors5.0★ (2)21 km
Switzer Financial Services - iAPW5.0★ (1)In Fort Saskatchewan
Terry Chan - TD Financial Planner5.0★ (2)16 km
The Financial Strategist - Fort Saskatchewan OfficeIn Fort Saskatchewan
World Financial GroupIn Fort Saskatchewan

How we ranked Fort Saskatchewan financial planners

We scored 69 Fort Saskatchewan financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fort Saskatchewan data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Fort Saskatchewan: frequently asked questions

Which financial planner has the highest RFA Score in Fort Saskatchewan?

By RFA Score, the highest-ranked financial planner in Fort Saskatchewan, AB is First Foundation with an RFA Score of 68/100. It has 4.7★ from 129 Google reviews. Ascendant Financial Inc: Financial Planner - Edmonton (#2) and Co-operators - M Friel Agencies Inc (#3) follow. We ranked 69 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Fort Saskatchewan?

RankedFinancialAdvisors ranks 69 financial planners serving Fort Saskatchewan, AB. 3 of them are based in Fort Saskatchewan; the rest serve it from nearby towns. Another 20 within 40 km are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Fort Saskatchewan work on weekends?

13 of 69 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Steven Murdoch Mortgages (#9), BMO Bank of Montreal (#12) and Entrepreneurs Wealth Management (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fort Saskatchewan financial planners have?

The median Google rating among 69 rated financial planners in Fort Saskatchewan is 4.8★, with a median of 15 reviews. Ascendant Financial Inc: Financial Planner - Edmonton has the most, 764 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Fort Saskatchewan count in this ranking?

Yes, if they are within 40 km of the Fort Saskatchewan city centre, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Fort Saskatchewan ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration?

Search the person and the firm on the Canadian Securities Administrators’ National Registration Search, and for investment and mutual fund dealer representatives on CIRO AdvisorReport.

Who regulates financial planners in Fort Saskatchewan?

Advisors who sell or recommend securities register with the provincial securities regulator, and representatives of investment and mutual fund dealers are also overseen by CIRO. In Ontario, the titles “Financial Planner” and “Financial Advisor” are restricted to people holding a credential approved by FSRA.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fort Saskatchewan

  1. November 2026: RFA Scores recalculated for 69 financial planners serving Fort Saskatchewan.

More financial planners and Fort Saskatchewan pages