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Financial Planners in Sylvan Lake, AB: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sylvan Lake: Co-operators - Murdoch D'Mello Ins & Fin Solutions Inc, RFA Score 76/100; 4.8★ from 117 Google reviews.

  2. 2

    Most-reviewed: Co-operators - Swift Insurance & Financial Solutions Inc, 160 Google reviews at 4.8★, the most of 30 ranked; ranked #2.

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

30 Sylvan Lake financial planners are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 3.9★ across 30 rated firms.

Most of this list also appears on the Financial planners in Red Deer ranking. See Financial planners in Red Deer

Top 10 financial planners in Sylvan Lake 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 Sylvan Lake at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Co-operators - Murdoch D'Mello Ins & Fin Solutions Inc764.8★ (117)Sylvan Lake—Top score
2Co-operators - Swift Insurance & Financial Solutions Inc744.8★ (160)Red Deer, 19 km away—Most reviews
3Giesbrecht & Associates - IG Private Wealth Management745.0★ (118)Red Deer, 19 km away——
4Red Deer Mortgage Lending725.0★ (89)Red Deer, 19 km awaySat · Sun · Evenings—
5Rob Maudsley | Solomon Financial | Sylvan Lake, AB715.0★ (29)Sylvan Lake——
6Sun Life- Serena Rohrer, Advisor704.9★ (60)Red Deer, 19 km away——
7Bromwich+Smith674.4★ (41)Red Deer, 19 km awaySat · Sun · Evenings—
8Scotiabank642.9★ (38)Sylvan Lake——
9Co-operators - Bjornson Insurance Group Inc643.7★ (27)Red Deer, 15 km away——
10Co-operators - Advantage Insurance Group (2024) Inc634.0★ (36)Lacombe, 29 km away——

All 30 financial planners in Sylvan Lake, 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.

  7. #7 Bromwich+Smith

    Based in Red Deer, 19 km away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.4★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 41 Google reviews
    Hours
    Mon–Thu 8 AM–8 PM · Fri–Sun 8 AM–5 PM
    Address
    4915 54 St, Red Deer, AB T4N 2G7
    View profile for Bromwich+Smith(855) 884-9243

  8. #8 Scotiabank

    Based in Sylvan Lake

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 2.9★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 2.9★ from 38 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    10 Hewlett Park Landing #13A, Sylvan Lake, AB T4S 2J3
    View profile for Scotiabank(403) 887-1340

  11. #11 Scotiabank

    Based in Red Deer, 19 km away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.6★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 23 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    5002 50 St, Red Deer, AB T4N 1Y3
    View profile for Scotiabank(403) 341-7946

  12. #12 BMO Bank of Montreal

    Based in Red Deer, 20 km away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.2★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 55 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    4900 Molly Banister Dr Unit 179b, Red Deer, AB T4R 1N9
    View profile for BMO Bank of Montreal(403) 340-4626

  13. #13 BMO Bank of Montreal

    Based in Red Deer, 21 km away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.7★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 21 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    72 Calder St, Red Deer, AB T4P 0N1
    View profile for BMO Bank of Montreal(403) 340-4616

  14. #14 Pellegrini Financial

    Based in Red Deer, 19 km away

    62/100RFA Score

    Ranked #14 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–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    4914 55 St, Red Deer, AB T4N 2J4
    View profile for Pellegrini Financial(403) 347-8833

  15. #15 Scotiabank

    Based in Red Deer, 19 km away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.0★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 57 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    4421 50 Ave, Red Deer, AB T4N 3Z5
    View profile for Scotiabank(403) 340-4794

  16. #16 Scotiabank

    Based in Red Deer, 23 km away

    61/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.1★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 45 Google reviews
    Hours
    Mon–Tue 9:30 AM–5 PM · Wed closed · Thu–Fri 9:30 AM–6 PM · Sat–Sun closed
    Address
    2950 22 St #110, Red Deer, AB T4R 0H9
    View profile for Scotiabank(403) 341-7740

  17. #17 World Financial Group

    Based in Red Deer, 18 km away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    4315 55 Ave Ste 202, Red Deer, AB T4N 4N7
    View profile for World Financial Group(587) 273-4404

  22. #22 HollisWealth

    Based in Red Deer, 19 km away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4711 51 Ave #107, Red Deer, AB T4N 1S9
    View profile for HollisWealth(403) 342-6882

  23. #23 BMO Bank of Montreal

    Based in Red Deer, 17 km away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.5★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 2.5★ from 75 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    6130 67 St Unit 300, Red Deer, AB T4P 3M1
    View profile for BMO Bank of Montreal(403) 309-4780

  24. #24 Scotiabank

    Based in Lacombe, 30 km away

    60/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.1★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 29 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    5250 45 St #117, Lacombe, AB T4L 2A1
    View profile for Scotiabank(403) 782-3321

  25. #25 Scotiabank

    Based in Red Deer, 19 km away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.1★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 2.1★ from 62 Google reviews
    Hours
    Mon–Tue 9:30 AM–4 PM · Wed closed · Thu–Fri 9:30 AM–5 PM · Sat 9:30 AM–4 PM · Sun closed
    Address
    6704 50 Ave, Red Deer, AB T4N 4E1
    View profile for Scotiabank(403) 340-4787

How we ranked Sylvan Lake financial planners

We scored 30 Sylvan Lake 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 Sylvan Lake 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 Sylvan Lake: frequently asked questions

Which financial planner has the highest RFA Score in Sylvan Lake?

By RFA Score, the highest-ranked financial planner in Sylvan Lake, AB is Co-operators - Murdoch D'Mello Ins & Fin Solutions Inc with an RFA Score of 76/100. It has 4.8★ from 117 Google reviews. Co-operators - Swift Insurance & Financial Solutions Inc (#2) and Giesbrecht & Associates - IG Private Wealth Management (#3) follow. We ranked 30 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sylvan Lake?

RankedFinancialAdvisors ranks 30 financial planners serving Sylvan Lake, AB. 3 of them are based in Sylvan Lake; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Sylvan Lake work on weekends?

7 of 30 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Red Deer Mortgage Lending (#4), Bromwich+Smith (#7) and BMO Bank of Montreal (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sylvan Lake financial planners have?

The median Google rating among 30 rated financial planners in Sylvan Lake is 3.9★, with a median of 29 reviews. Co-operators - Swift Insurance & Financial Solutions Inc has the most, 160 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 Sylvan Lake count in this ranking?

Yes, if they are within 40 km of the Sylvan Lake 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 Sylvan Lake 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 Sylvan Lake?

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 Sylvan Lake

  1. November 2026: RFA Scores recalculated for 30 financial planners serving Sylvan Lake.

More financial planners and Sylvan Lake pages