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Financial Planners in St. Albert, AB: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in St. Albert: Car West Auto Sales, RFA Score 72/100; 4.9★ from 636 Google reviews; open Saturdays until 3 PM.

  2. 4

    Most-reviewed: Ascendant Financial Inc: Financial Planner - Edmonton, 764 Google reviews at 4.9★, the most of 75 ranked; ranked #4.

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

75 St. Albert financial planners are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 75 rated firms.

Top 10 financial planners in St. Albert 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 St. Albert at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Car West Auto Sales724.9★ (636)Leduc, 40 km awaySatTop score
2First Foundation704.7★ (129)Edmonton, 16 km away——
3Co-operators - Range Insurance & Investments Ltd704.8★ (47)St. Albert——
4Ascendant Financial Inc: Financial Planner - Edmonton704.9★ (764)Edmonton, 19 km away—Most reviews
5Red Willow Wealth Management695.0★ (28)St. Albert——
6Steven Murdoch Mortgages695.0★ (27)St. AlbertSat · Sun · Evenings—
7Beyond Business Financial Solutions675.0★ (39)Edmonton, 20 km away——
8Statera Financial Planners665.0★ (15)Edmonton, 6 km away——
9Red Seal Financial Ltd655.0★ (20)Edmonton, 13 km away——
10Co-Operators - Tom Ciezki Agencies654.3★ (84)Sherwood Park, 24 km away——

All 75 financial planners in St. Albert, 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 St. Albert

    #1 Car West Auto Sales

    Based in Leduc, 40 km away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 636 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 636 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat 10 AM–3 PM · Sun closed
    Address
    6514 Sparrow Dr, Leduc, AB T9E 6T9
    View profile for Car West Auto Sales(780) 612-9575

  2. #2 First Foundation

    Based in Edmonton, 16 km away

    70/100RFA Score

    Ranked #2 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

  9. #9 Red Seal Financial Ltd

    Based in Edmonton, 13 km away

    65/100RFA Score

    Ranked #9 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

  13. #13 Blackburn Davis Financial Inc

    Based in Edmonton, 24 km away

    65/100RFA Score

    Ranked #13 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

  18. #18 Scotiabank

    Based in St. Albert

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.2★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 68 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
    615 St Albert Trl #2, St. Albert, AB T8N 3L3
    View profile for Scotiabank(780) 419-4088

  23. #23 Planium Wealth Ltd

    Based in Edmonton, 9 km away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon 9:30 AM–3 PM · Tue–Wed 9:30 AM–4 PM · Thu 9:30 AM–2 PM · Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    17858 105 Ave NW #200, Edmonton, AB T5S 2H5
    View profile for Planium Wealth Ltd(780) 249-6888

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 75 ranked financial planners here; the rest are on their profiles.

financial planners in St. Albert, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Co-operators - M Friel Agencies Inc624.2★ (30)29 km
27Rick Fairley - Retirement Planner & Life Insurance Advisor625.0★ (9)20 km
28Scotiabank622.7★ (53)In St. Albert
29RGA Financial625.0★ (5)12 km
30Muhs Wealth Partners615.0★ (5)14 km
31Metro Financial Planning Inc.614.0★ (5)10 km
32BMO Bank of Montreal612.7★ (111)In St. Albert
33Sorrell Financial Inc615.0★ (4)14 km
34BMO Bank of Montreal613.0★ (144)12 km
35BMO Bank of Montreal613.3★ (90)22 km
36BDO Canada LLP - Edmonton613.7★ (6)14 km
37Nobrega Financial615.0★ (7)23 km
38MD Financial Management603.7★ (3)12 km
39STEPHEN SICOLI605.0★ (5)22 km
40Scotiabank603.3★ (47)25 km
41St. James Financial Services Corp.604.0★ (4)15 km
42Kewcorp Financial Inc605.0★ (5)23 km
43Cathcart Financial605.0★ (3)18 km
44Alfred Leung - TD Financial Planner603.7★ (3)15 km
45Scotiabank - (Cash at ABM only)593.1★ (38)23 km
46Searchlight Financial Services Inc. - Sun Life Advisor595.0★ (4)23 km
47Exel Financial594.7★ (3)20 km
48Spring Fresh Investment-Dev591.9★ (14)12 km
49Dean Chahley - TD Financial Planner594.8★ (16)12 km
50Investment Planning Counsel - Stefano Francescut, CFP584.3★ (3)24 km

Also serving St. Albert

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 St. Albert
BusinessGoogle ratingDistance
Blue Sky Business Development Corp.4.6★ (12)In St. Albert
Chita Metcalfe - TMG The Mortgage Group5.0★ (60)In St. Albert
CIBC Mortgage Advisor: Bob Strang5.0★ (1)In St. Albert
Clarity Wealth Counsel Inc.5.0★ (11)In St. Albert
D W Good Investment Co Ltd5.0★ (2)In St. Albert
DB Wealth Management5.0★ (2)In St. Albert
Dupuis & Associates - SHAWN DUPUIS, CFP, RRC5.0★ (2)In St. Albert
Edward Jones - Financial Advisor: Adam J Klauwers, CFP®|CEPA®5.0★ (8)In St. Albert
Edward Jones - Financial Advisor: Matthew Carter, CFP®5.0★ (3)In St. Albert
IG Private Wealth Management | MacDonald & Associates5.0★ (31)In St. Albert
IG Wealth Management4.2★ (5)In St. Albert
IG Wealth Management - HIAM YEHIA5.0★ (1)In St. Albert
IG Wealth Management - JAYLYN L'ARRIVEE, CFP, EPC5.0★ (2)In St. Albert
IG Wealth Management - PAUL MONSON, CFP5.0★ (1)In St. Albert
IG Wealth Management - SUNSHINE PAWCHUK, CFP, RRC, BSBA5.0★ (1)In St. Albert
Ignite Financial Group5.0★ (5)In St. Albert
Prospera Solutions Inc.5.0★ (2)In St. Albert
Return on Wealth5.0★ (2)In St. Albert
Riley Klassen - Raymond James Ltd.5.0★ (1)In St. Albert
Simon Grant5.0★ (1)In St. Albert

How we ranked St. Albert financial planners

We scored 75 St. Albert 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 St. Albert 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 St. Albert: frequently asked questions

Which financial planner has the highest RFA Score in St. Albert?

By RFA Score, the highest-ranked financial planner in St. Albert, AB is Car West Auto Sales with an RFA Score of 72/100. It has 4.9★ from 636 Google reviews. It is open Saturdays until 3 PM. First Foundation (#2) and Co-operators - Range Insurance & Investments Ltd (#3) follow. We ranked 75 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in St. Albert?

RankedFinancialAdvisors ranks 75 financial planners serving St. Albert, AB. 9 of them are based in St. Albert; 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 St. Albert work on weekends?

15 of 75 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Car West Auto Sales (#1), Steven Murdoch Mortgages (#6) and Entrepreneurs Wealth Management (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do St. Albert financial planners have?

The median Google rating among 75 rated financial planners in St. Albert is 4.8★, with a median of 16 reviews. Ascendant Financial Inc: Financial Planner - Edmonton has the most, 764 reviews, and ranks #4. 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 St. Albert count in this ranking?

Yes, if they are within 40 km of the St. Albert 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 St. Albert 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 St. Albert?

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 St. Albert

  1. November 2026: RFA Scores recalculated for 75 financial planners serving St. Albert.

More financial planners and St. Albert pages